Case Study
Financial Advisor Dashboard
A custom analysis tool that helps financial professionals break down complex compensation structures and present clear, actionable comparisons to their clients.
Client Type
Financial services professionals
Services Delivered
Custom Web Application
Tech Stack
Next.js, TypeScript, Vercel
Status
Live & active
The problem
Financial advisors and compensation analysts were relying on complex spreadsheets to model compensation scenarios for clients. The spreadsheets were fragile, hard to update, and impossible to present professionally during client meetings.
They needed a tool that could handle the same analysis but present it clearly — something clients could interact with and understand immediately, without needing a finance degree to read the output.
The solution
We built a purpose-built web application that replaces the spreadsheet workflow entirely. Users input compensation variables and instantly see a clear breakdown with visualizations — no formulas to maintain, no cells to accidentally overwrite.
The tool supports side-by-side comparisons across multiple scenarios, generates exportable reports, and works on any device — so advisors can walk through results with clients in real time during meetings.
Key features
Have a spreadsheet that should be an app?
We turn complex workflows into clean, usable tools.
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