Software for wealth managers and IFAs
The back office wants it, then the cashflow plan, then the risk questionnaire, then the suitability report. The client said it once. At review the same figures get checked again, against a valuation that arrived in a format nobody chose.
Where it usually goes wrong
The fact-find gets entered more than once
It starts in the meeting, on paper or in a form. Then it goes into Intelliflo or Curo, then into Voyant for the cashflow, then into the suitability report. Each system wants it in its own shape, so somebody retypes it and somebody else checks the retyping.
Annual reviews come in a wave
Anniversary dates bunch up, because clients were taken on in bunches. The pack, the valuation, the refreshed cashflow and the file note all want doing at once, and the tax year end sits on top. Then it goes quiet until the next batch.
Consumer Duty evidence lives in nobody's system
The work happens. The vulnerability note is in an email, the value discussion is in a file note, the reason behind the recommendation is in somebody's head. Pulling that together for a file check means opening several systems and hoping the person who wrote it is still here.
Every platform reports in its own format
Transact sends one thing, the next platform sends another, and the columns never line up. Somebody downloads them, pastes them into a spreadsheet, and squares the ongoing fee against what actually arrived. The performance figures then get pulled again from FE fundinfo, and the risk mapping again from Dynamic Planner.
What that looks like in practice
- AI Automation for Wealth Managers and IFAsAI and automation for advice firms. Draft the suitability narrative from what is already on file, and mark every place the file stays quiet.AI and automation
- Custom Software for Wealth Managers and IFAsCustom software for wealth managers and IFAs, built around your own fact-find, your review cycle, and the workarounds holding the current system together.custom software
- Systems Integration for IFAs and Wealth FirmsConnect the back office, the cashflow tool and the platform feeds so a figure entered in the meeting is never retyped, down to the client reference.making your systems talk
- Data and Reporting for IFAs and Wealth ManagersData and reporting for IFAs. One agreed set of columns across every platform, so valuations, fees and drift against the model come from one place.data, modelling and reporting
Selected projects
Products I built and open-source projects I maintain. Open a project to see the work for yourself.
- 012026
Dr Flavia Pretti Aslanian
Healthcare · Practice site
A bilingual dermatology website for a practice in Harley Street and Wimbledon
A new landing page guides patients to medical, aesthetic and surgical care. The practice edits its own content, and staff have a password-protected dictation tool in the same app.
- Next.js
- Sanity CMS
- Tailwind v4
- Radix
- Motion
- ISR
- Railway
- Cloudflare
Design · Build · Deploy
- 84 published English and Portuguese routes
- 72 treatment pages with clinic-editable content
- Custom before/after comparison UI
- Internal clinician dictation tool
- 02
2025 →Delta Xi
E-commerce · Brand
A mathematics apparel brand on a storefront I wrote from scratch
I built the cart, checkout, product recommendations, affiliate programme and support desk, and run the infrastructure myself.
- Next.js
- React Server Components
- Stripe
- Auth.js
- Tailwind
- Umami
- Chatwoot
- Cloudflare
Founder · Engineer · Operator
- Custom checkout on Stripe + Klarna
- Server-rendered recommendation engine
- Self-hosted analytics and live chat
- 50+ STEM explainers driving organic search
- 03
2026Continuum
Web3 · DeFi protocol
A Solana DeFi protocol for 24/7 synthetic exposure to real-world assets
Deposit USDC, mint matched long and short tokens at NAV, sell the leg you don't want. A constant-product invariant keeps the pair redeemable back to the deposit.
- Rust
- Anchor
- Solana
- TypeScript
- Pyth
- Next.js
- Bun
- Railway
Pre-mainnet. Devnet markets, audits pending.
Protocol · Frontend · Infra
- 5 Solana smart contracts in Rust
- 8 synthetic markets on devnet
- 4-state oracle risk machine
- Volatility-scaled fee curve
See 3 more projects
- 042026
Dray
AI tools · Product website
A product website for keeping project context across AI agents
An editorial landing page introduces shared project context, shows illustrative agent workflows and explains setup and privacy ahead of beta.
Beta coming soon. The public demos illustrate the workflow; they are not live agent connections.
Design · Build
- Interactive agent-linking illustration
- Project-context walkthrough
- Setup and privacy guidance
- 05
2026Tallylamp
Open source · Browser infrastructure
A browser for AI agents that you can watch and take over
I built the browser service, dashboard, MCP server and public website. Agents use Chrome on your server while you watch the same browser live. Take control to sign in, then hand it back; saved profiles carry between sessions.
- TypeScript
- Next.js
- Chrome
- MCP
- SQLite
- Docker
- Railway
Public site at tallylamp.dev. The browser service and dashboard are self-hosted.
Creator · Engineer · Maintainer
- Live viewing and explicit human handoff
- Separate agent permissions and reusable profiles
- MIT licensed, with a Railway deploy template
- 06
2025 →CarClout
SaaS · AI content engine
A subscription app that turns a phone photo of a car into something worth posting
Upload a photo, pick a template, get the edit back a moment later. Thirteen AI models sit behind a metered credit ledger, next to a layer editor, a post scheduler and a live chat room.
- Next.js
- SurrealDB
- Auth.js
- Stripe
- fal.ai
- Cloudflare R2
- Stream.io
- Railway
Engineering · Infra · SEO
- 724 generated landing pages, all live
- 128 API routes behind one app
- 13 AI models on a metered credit ledger
- Instagram posting, scheduling and analytics
One runs on the client's own domain and one is internal to theirs, so there is nothing here of mine to show you.
- ClientJooyontechAI sales assistant, Korean and English
- ClientPHFWeb, AI and automation · private medical practices, UK
Not everything is public. A fair amount of the work sits in private repositories I cannot hand you a link to. Ask, and I will walk you through it.
Ask to see more