Scaling a wealth platform from 200 accounts per advisor to 2,000.

Nexus's advisors were spending two days a week rebalancing portfolios by hand. Every new account was a copy-paste job. The founders knew they could grow 5x in eighteen months — but not on spreadsheets and not with the operational drag they were carrying.

We started with the advisor's day. Job-shadowing three advisors across two weeks, mapping every portfolio decision, every client message, every compliance checkpoint. The new system had to feel faster than the spreadsheet it was replacing, or advisors would route around it.

We built a real-time rebalancing engine on TimescaleDB and Node, with a PostgreSQL ledger that produced an immutable audit trail. The advisor UI is a React workspace with streaming portfolio views. Client access runs through a biometric WebAuthn flow — no passwords, no support tickets, no account recovery emails to phish.

Advisors now run 10x the account volume with the same headcount. The platform holds $50M in AUM, has not lost a minute of production time in the last nine months, and the compliance team reports that audit prep dropped from three weeks to three days.