Cortado
Web Application Case Study
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.
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