Web Platform
Greenline Advisors
A client portal for a financial advisory firm managing ₹20Cr in assets under management across 12 high-net-worth clients.
2 weeks to 2 days
Onboarding time
+38%
Client satisfaction
-91%
Manual data entry
+28%
Recurring donations
The Challenge
Greenline communicated with clients via email attachments and quarterly PDF reports. Clients had no self-service access to their portfolio data, and onboarding a new client took two weeks of manual document collection.
Our Solution
We built a secure portal with real-time portfolio views, document upload with e-signature integration, automated onboarding questionnaires, and a scheduling system for advisory sessions. Two-factor authentication and audit logging meet compliance requirements.
Tech Stack
Next.jsTypeScriptPostgreSQLStripeVercelTerraform
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