Biventia — client mobile for capital
Nicolas Kobelt
Biventia client mobile
Problem
Biventia’s advisors ran the book in their CRM, but investors had no product of their own. Capital, investments, and status lived in advisor workflows — clients couldn’t see their position on a phone they already carry.
Before
Advisors ran the book in their existing CRM. Clients didn’t have a first-class product surface for capital, investments, and status. The firm needed a client experience without replacing the CRM as source of truth.
What we built
Client mobile app for capital and investments (React Native / TypeScript)
Client web portal aligned to the same data model
Advisor dashboard for day-to-day staff work
CRM kept as the source of truth for the book
Who uses it
End clients on portal and mobile. Advisors and admins on the dashboard.
How we worked
Solo tech partner for Biventia (Spain investment advisory): product shape, build, and ship on a weekly cadence with the owner.
Outcome
Clients get a first-class product surface. Advisors stop being the only window into the book. Same experience across devices — portal and mobile share the model.
Role
Solo tech partner — product + engineering.
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Posted Sep 18, 2026
Client portal + mobile so investors see capital and investments — advisors keep the CRM as source of truth.
