P3Wealth – Treasury Platform for HNW Clients
Fintech / Wealth ManagementDuration:5 monthsStack:React,Python,BlackRock API,DocuSign
Client & Context
P3Wealth was launching a high-end platform to simplify investment management through BlackRock.
Idea
We needed to build a system that was robust, secure, and capable of tight integration with services like BlackRock and DocuSign, while still being simple enough for private bankers and their clients to use.
Design & Development
The project involved:
- Cross-team collaboration with legal, financial, and compliance stakeholders
- High-fidelity onboarding workflows with ID verification
- Real-time document handling with DocuSign integration
- Full development in React.js with a backend in Python
Launch & Impact
- Platform launched in 5 months
- Clients onboarded with no technical blockers
- No bugs reported for several months after launch
Business Benefits
- Accelerated go-to-market for new financial services
- Compliance-ready from day one
- Demonstrated credibility with private wealth institutions
See next case
Fintech / MaritimeDuration:12 months
P3Marine – Yacht Finance Platform
Created a financial management platform tailored to luxury yacht operations.
- Platform is live and serves real users
- Continuous feature rollout post-launch
Stack:React,Python,PostgreSQL,Core Banking APIs
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