AI IMPLEMENTATION
Nexus Financial Core
CLOSE CASE STUDY
THE CHALLENGE
"Nexus Wealth Management was communicating with HNW individuals through insecure email chains and bulky PDF reports. Clients demanded a sophisticated, real-time interface that matched the luxury nature of the service."
THE PALADIN APPROACH
We built a high-performance client portal using Softr for the frontend and Supabase for real-time data handling. We integrated Stripe for seamless fee management and implemented a custom document vault with end-to-end encryption for sensitive financial statements.
KEY OUTCOMES
100% elimination of insecure email document transfers
Automated monthly reporting saves the back-office 60 hours/month
Client retention rate increased by 20% post-launch
Mobile-responsive design allowing clients to track assets anywhere