Financial advisory CRM | Portfolios and compliance
Maat Work
Private financial advisory CRM used by two teams. I developed client, portfolio, position, risk profile and compliance workflows with APIs and automated checks. The system uses Next.js, TypeScript, PostgreSQL and Prisma. This case describes the engineering scope only; no client data, results or private access are disclosed.
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Posted Sep 25, 2026
Private production CRM for two advisory teams: clients, portfolios, risk profiles, compliance workflows and APIs. Scope only; no client data.
