Sever Finance
Client
Sever Capital Group
Year
2024
Duration
14 weeks
Role
Design + Development
Overview
A private wealth management dashboard for a capital group. Real-time portfolio data, client reporting, and a full brand overhaul from our identity practice.
The Challenge
The client needed to modernize a legacy internal tool that was limiting their advisors. The existing system had no mobile support, slow data refresh, and an interface that had not changed in years.
Our Solution
We rebuilt the dashboard from scratch in React and TypeScript with a WebSocket data layer for real-time updates. The new interface surfaces the most critical portfolio signals in a single view, with drill-down capability at every level.
ReactTypeScriptFintech
