Cortado

Web Application Case Study

Case Studies:
Cortado Curbside Slō

Vault Wealth reached out when they encountered a gap in the market. As independent financial advisors, no one was providing software that facilitated task management and communication with clients. As we discussed, we realized additional features would be required including document management and the ability to maintain client data. Priorities included security, ease of use, multitenancy, and live updates.

Technologies:

ReactTypescriptExpressWebsocketsAWS
Result Saz delivered cortadoapp.io a web application, that's performant, secure, and beautiful. Vault Wealth currently manages client onboard and maintenance through Cortado, and has a product that they are ready to take to market for other financial advisors.

"Matt was able to bring my vision to life, not only helping us solve our own internal issues but also help us build it in such a way that we can scale it to other advisory firms as a stand alone business offering. For us, he is not just a great developer, he is a true partner and we are creating something really cool together."

- Luke Milholand: Vault Wealth profile pic