Smart Maple
Web Development

Financial Planning Platform

Secure financial planning tool with portfolio management, risk assessment, and automated reporting.

AngularASP.NETSQL ServerChart.js

Key Results

Manages $10M+ in assets, 99.9% uptime reliability

Financial Planning Platform

The Challenge

Financial advisors needed a secure, reliable platform to manage client portfolios and generate automated compliance reports while maintaining 24/7 availability.

Our Solution

We built a highly secure financial platform with real-time portfolio tracking, automated risk assessment, regulatory compliance features, and bank-level security.

The Outcome

The platform now manages over $10 million in assets with 99.9% uptime, helping advisors serve 500+ clients more efficiently.

Highlights

  • Real-time portfolio tracking
  • Automated risk assessment
  • Regulatory compliance features
  • Bank-level security
"Security and reliability were paramount, and Smart Maple delivered on both fronts. Our clients trust the platform completely."

James Anderson

Managing Partner, Wealth Advisors LLC

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