Wealth View

Medium

Finance · Advisor, client

Simple client portfolio and goal tracking for advisors.

Built in this build

Portfolio summary
Goal progress
Document sharing
Client management
Goal list
Settings
Portfolio explanation
Action suggestion
Simple portfolio summary

Vision (needs external services)

Review reminder
PDF report
Email

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Portfolio summary
Goal progress
Document sharing

Admin modules

Client management
Goal list
Settings

AI capabilities

Portfolio explanation
Action suggestion

Automations

Review reminder

Analytics & reports

Simple portfolio summary

Integrations

PDF report
Email

Mobile

Client portfolio view

Roles & permissions

Advisor
Client

Finance →

Bill Harbor

A payables desk that collects vendor bills and tracks due dates.

Chase Pay

Chases overdue invoices with escalating reminders to speed up collection.

Policy Book

Policy portfolio, renewals and collections for insurance agencies.

Credit Book

Store credit/installment ledger and collections for merchants.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.