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Modernization of Wealth Management Platform with Automated Billing and Client Portal

yalantis

Financial services

Information technology

Legacy System Inefficiencies and Manual Workload

The client faced challenges with an outdated technology stack, incomplete feature development, and poor UI/UX design. Manual processes for client billing and communication consumed 320+ hours quarterly, while lack of real-time client visibility increased advisor workload and operational delays.

About the Client

A US-based wealth management company specializing in personalized financial planning and investment strategies

Modernization Goals

Reduce manual labor through automation of billing processes
Improve operational efficiency via real-time client portal integration
Enhance platform performance and scalability
Optimize user experience for both advisors and clients
Align technology stack with modern financial service standards

Core System Capabilities

Automated billing and payment processing system
Real-time client financial dashboard
Interactive client portal for document sharing and communication
Commission calculation and reporting module
User journey analytics for financial planning

Technology Stack Modernization

AWS Cloud Infrastructure

React.js Frontend

Node.js Backend

Serverless Architecture

Third-Party System Integrations

Menklab Payment Gateway
Financial Data APIs
Client Document Management System

Operational Requirements

High-availability architecture (99.9% uptime)
Real-time data processing capabilities
Enterprise-grade security compliance (PCI-DSS, SOC2)
Horizontal scalability for 10x user growth
Cross-device responsive design

Business Transformation Outcomes

Projected reduction of 320+ manual hours quarterly through automated billing, 40% faster client onboarding via self-service portal, 60% improvement in system response times, and 25% increase in advisor-client interaction efficiency through real-time financial data visibility.