FinTech Case Study

Building a Secure
Wealth Planning Platform
for Financial Advisors & Clients

IndustryFinTech / WealthTech
FocusFinancial Planning & Advisory
RegionNorth America (anonymized)
EngagementFull-cycle partnership

Context

A financial advisory business was scaling its digital offering to better serve advisors and their clients.

Their goal was to build a modern wealth planning platform that would support advisor–client collaboration, centralize financial data, and provide clear insights without overwhelming users.

"This was not a content app — it was financial infrastructure."

High expectations for data integrity

The Challenge

Designing for Two Users

Serving advisors who need control and clients who need simplicity. Balancing power and usability was critical to avoid breaking trust or value.

Advisor Control • Client Clarity

Handling Sensitive Data

Managing assets, liabilities, and historical records required absolute data accuracy, consistency, and traceability. Errors were not acceptable.

Accuracy • Traceability

Complex Integrations

The system relied on multiple third-party integrations and external data sources. All had to be reliable, observable, and safe to extend.

Reliable • Observable

Long-Term Evolution

The platform needed to evolve feature by feature, onboard more users, and adapt to regulations without painful rewrites.

Adaptable • Scalable

Our Role

MaxyLogic acted as a full-cycle product and engineering partner, working closely with business stakeholders.

Product discoveryUX/UI refinementMobile & Web developmentBackend architectureThird-party integrationsSecurity foundations

Solution — In Depth

Product Strategy

Domain modeling

We focused on clear domain modeling and separation of responsibilities to prevent early decisions from becoming constraints.

  • Separation of advisor & client roles
  • Predictable data flows
  • MVP boundaries allowing growth

Financial UX

Clarity & Confidence

Trust was built through clarity. We designed interfaces to make complex data understandable and reduce user error.

  • Reduce error in critical flows
  • Support advisor-client conversations
  • Progressive insight presentation

Platform Engineering

Modular & Scalable

Architecture emphasized modular components and clean separation of layers to allow growth without destabilization.

  • Clear API contracts
  • Stable state management
  • Scalable backend foundations

Security & Compliance

Baseline requirement

Security was treated as a baseline. The system included secure auth, role-based access, and audit-friendly structures.

  • Role-based access control
  • Careful handling of sensitive data
  • Ready for stricter regulations

Impact & Results

Production

Ready wealth planning platform used by advisors & clients

Efficient

Improved advisor workflow and visibility

Stable

Operation as platform scaled in users and features

Core

Part of the advisory workflow, not just an add-on

Why This Matters

WealthTech products are about trust over time. Trust is earned through clear systems, reliable data, thoughtful UX, and long-term engineering discipline.