Contact usSelected work
Selected financial software engineering work across wealth management, advisor technology, billing, revenue operations, and digital platforms.
Advisor technology · Digital platform
Engineering support for a headless digital platform serving roughly 100 financial-advisor websites, with static delivery, AWS infrastructure, and integrations across a distributed content estate.
Read case studyFinancial operations · Billing
Ongoing engineering responsibility for a billing platform handling custodial fee rules, invoice generation, operational cutoffs, batch processing, and downstream financial integrations.
Read case studyRevenue operations · Advisor technology
End-to-end development and long-term ownership of a centralized platform for percentage-based advisor revenue allocation and downstream billing workflows.
Read case studyClient portal · Platform modernization
Long-term modernization and product evolution of a client and advisor portal spanning onboarding, wealth reporting, role-based access, and secure document management.
Read case study