Case Studies

Real outcomes from real engagements. See how we've helped RIA firms, broker-dealers, and fintech companies solve their most pressing technology challenges.

RIA / Wealth Management

Unified Portfolio Platform for Multi-Custodian RIA

Confidential RIA

Consolidated reporting across five custodians into a single real-time dashboard, reducing reconciliation time by 85%.

85%

Faster reconciliation

Fintech

Regulatory Filing Automation for Broker-Dealer

National Broker-Dealer

Automated Form ADV and 13F filing workflows, eliminating manual data entry and reducing compliance costs by 60%.

60%

Cost reduction

Crypto / DeFi

Institutional-Grade Custody Integration

Digital Asset Custodian

Built secure API layer connecting traditional custody with digital asset infrastructure, processing $2B+ in daily settlements.

$2B+

Daily settlements

RIA / Wealth Management

Client Portal Redesign for $5B AUM RIA

Top 50 RIA

Redesigned the client-facing portal to deliver real-time performance reporting, document vault, and secure messaging — increasing client engagement by 3x.

Client engagement

Fintech

Real-Time Risk Analytics Platform

Multi-Strategy Hedge Fund

Developed a real-time risk monitoring platform processing 50K+ positions with sub-second latency for portfolio stress testing.

<1s

Latency

Retail

E-Commerce Platform Migration for National Retailer

National Retailer

Migrated legacy monolithic e-commerce platform to microservices architecture, improving page load times by 70% and supporting 10x traffic during peak events.

70%

Faster page loads