Case study 06
Money Matters
A secure wealth-advisory portal planned and built around advisor access, client portfolio visibility, AUM tracking, goal planning, market snapshots, watchlists, and reporting workflows.
zero-downtime transitionlegacy database re-architecturemodern cloud CRM
Live site
- Client / product
- Money Matters
- Business context
- Financial advisory and portfolio operations
- Project type
- Wealth Advisory & Portfolio Management Portal
- Live proof
- moneymatters.co.in
- Confirmed delivery
- Secure advisor sign-in interface; Advisor dashboard with AUM, active clients, portfolio return, SIP book, market snapshot, AUM-growth chart, and client watchlist
- Workflow / tools
- Portal architecture, Secure access UX, Dashboard systems, Financial reporting, Responsive frontend, QA planning
- Evidence
- zero-downtime transition, legacy database re-architecture, modern cloud CRM
/ product screens
/ context
Financial advisory and portfolio operations
- Advisory work needed more than a public website: advisors required a managed portal for clients, portfolios, goals, and performance visibility
- Client and portfolio data needed secure access patterns, clear dashboards, and controlled advisor workflows
- Manual portfolio review made it harder to track AUM, client performance, SIP activity, and watchlist movement
- The business needed a software system that could communicate trust while supporting operational reporting
/ rahul's role
- Discovery and product planning for a wealth-advisory portal with advisor sign-in, dashboard overview, client portfolio access, and goal-planning flows
- Information architecture for firm-wide AUM, client performance, live market snapshot, active clients, portfolio return, SIP book, AUM growth, and client watchlist
- Security-conscious access planning for advisor login, controlled workspace entry, and finance-grade trust signals
- Dashboard-management decisions for KPI cards, portfolio trend charts, report download, watchlist status, and client follow-up priorities
- QA planning around authenticated states, financial display accuracy, responsive dashboards, data density, and high-trust user experience
/ development scope
- Secure advisor sign-in interface
- Advisor dashboard with AUM, active clients, portfolio return, SIP book, market snapshot, AUM-growth chart, and client watchlist
- Client portfolio and goals/planning navigation structure
- Report-download and client-follow-up interface patterns
- Responsive frontend and portal UI implementation for finance operations
/ workflow and tools
Portal architectureSecure access UXDashboard systemsFinancial reportingResponsive frontendQA planning
/ recommendation
Rahul helped us move years of client data into a cleaner cloud CRM without disrupting day-to-day work. He was careful with the database structure, access rules, and migration checks, and the final system was much easier for our team to use and maintain.
Rohit Khandelwal
Co-founder, Money Matters
/ outcome
- Migrated legacy database to cloud.
- Zero-downtime transition protected client data.
- Streamlined system enhanced growth readiness.
- Strengthened data hygiene, schema design, and enterprise security practices around long-running client information
- Moved the engagement beyond website creation into managed financial-software infrastructure
This case study focuses on software management, technical leadership, delivery scope, and measurable product evidence.
Dashboard note: the numbers and data visible inside dashboard screenshots are shown only for interface reference.
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