Stride's wealth advisory team was bottlenecked by manual spreadsheet calculations. We built a real-time event-driven rebalancing engine and biometric client portal to scale assets under management effortlessly.
Advisors at Stride were spending up to 40% of their working hours manually calculating asset rebalancing across client accounts. Growth was severely constrained by operational drag and regulatory audit overhead.
We designed a streaming architecture backed by TimescaleDB and Node.js microservices. Every portfolio adjustment triggers automated compliance checks and produces an immutable PostgreSQL ledger entry for instant audit verification.
Client authentication was upgraded to passwordless WebAuthn biometric login, eliminating phishing vulnerabilities and customer account lockout tickets completely.
Advisor capacity increased tenfold while keeping operational headcount flat. The platform currently manages over $65M in AUM with under 150ms calculation latency, reducing compliance audit preparation time from weeks to hours.
Legacy storefront infrastructure was causing checkout friction and high bounce rates during peak sales. We architected a headless Next.js edge-rendered experience with instant cart state and sub-second page loads.
Enterprise operations teams were losing hundreds of hours searching across 14 fragmented SaaS tools. We engineered a vector-search RAG agent integrated natively into Slack with strict enterprise role-based permissions.
FlowState needed a consumer mobile banking experience offering biometric security, instant P2P transfers, and real-time card telemetry built on a unified codebase.
We run a small number of engagements each quarter. Reach out and we will tell you honestly whether we are the right team for the work.
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