Finance & Banking
Build a Wealth Management Platform with AI - in Hours
ProjectCode generates a complete, production-ready Wealth Management Platform from a single natural language prompt. In hours instead of months, you get a React frontend, NestJS REST API, PostgreSQL database, and authentication - fully integrated, live-previewed, and deployed to a URL you own.
Free to start · No credit card required
The Challenge
Why building a Wealth Management from scratch is hard
Building a Wealth Management Platform from scratch requires months of development time and significant engineering resources. Teams struggle to coordinate frontend, backend, database, and authentication while managing wealth management-specific business logic, integrations, and role-based access rules.
What's Included
Everything your Wealth Management needs
ProjectCode generates a production-ready Wealth Management with all the modules your team needs from day one.
Architecture
How it's built
The generated Wealth Management follows production-grade architecture patterns.
React 18 + TypeScript frontend with role-based dashboards tailored for wealth management workflows
NestJS REST API with dedicated wealth management modules, DTOs, validators, and service layer
PostgreSQL relational schema with normalized tables for all wealth management entities
JWT + Google OAuth authentication with granular permission gates per role
Real-time Socket.IO events for live wealth management status updates and notifications
Managed hosting with one-click deploy, custom domain, and auto-SSL
Database
PostgreSQL schema designed for Wealth Management
ProjectCode generates a normalized, indexed PostgreSQL schema with the right tables and relationships for your use case. You own the schema and can evolve it freely.
- clients (id, user_id, risk_profile, suitability, household_id, aum, advisor_id, ips_id, onboarded_at)
- portfolios (id, client_id, custodian, account_number, type, target_model_id, balance, last_rebalanced_at)
- holdings (id, portfolio_id, ticker, shares, cost_basis, current_value, allocation_pct)
- fee_schedules (id, client_id, type, tiers jsonb, minimum, billing_frequency, workspace_id)
-- Generated by ProjectCode -- Wealth Management Platform schema CREATE TABLE clients__id ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), created_at TIMESTAMPTZ DEFAULT NOW(), updated_at TIMESTAMPTZ DEFAULT NOW() -- ... auto-generated columns ); CREATE TABLE portfolios__id ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), created_at TIMESTAMPTZ DEFAULT NOW(), updated_at TIMESTAMPTZ DEFAULT NOW() -- ... auto-generated columns ); CREATE TABLE holdings__id ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), created_at TIMESTAMPTZ DEFAULT NOW(), updated_at TIMESTAMPTZ DEFAULT NOW() -- ... auto-generated columns ); CREATE TABLE fee_schedules__id ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), created_at TIMESTAMPTZ DEFAULT NOW(), updated_at TIMESTAMPTZ DEFAULT NOW() -- ... auto-generated columns );
Tech Stack
Production-ready from day one
Every generated app uses a battle-tested stack you can deploy anywhere and own completely.
Frontend
React 18 + TypeScript + Tailwind CSS
Backend
NestJS 10 + Node.js + TypeScript
Database
PostgreSQL (managed or Supabase)
Auth
Email OTP · Google OAuth · GitHub OAuth
Deployment
Managed hosting · Custom domain · Auto-SSL
AI Models
Claude Sonnet · Claude Opus · Kimi
Try It Now
Example prompt to get started
Copy this prompt into ProjectCode and get a working app in minutes.
Build a wealth management platform for a registered investment advisor (RIA) managing $500M AUM across 300 clients. Include client onboarding with risk profiling, model portfolio assignment, automated rebalancing alerts when drift exceeds 5%, household account aggregation, time-weighted return performance reporting vs benchmark, AUM-based fee billing calculation, a client-facing portal with portfolio transparency, and compliance suitability monitoring with ADV disclosure management.
Deployment
Deploy your Wealth Management anywhere
Managed hosting
One-click deploy to a live URL managed by ProjectCode.
Custom domain
Connect your own domain with auto-provisioned SSL via Cloudflare.
GitHub export
Push to your GitHub repo and self-host or deploy via Vercel, Railway, or AWS.
Docker ready
Export a Dockerfile and docker-compose for any containerized environment.
Pricing
Start free, scale as you grow
No per-seat fees. No vendor lock-in. Token-based pricing that scales with your usage.
Free
$0
Start building your first app. Live preview, managed hosting, and full code export included.
Token Packs
From $5
Purchase token packs that roll over every month. Build more, pay only for what you use.
Enterprise
Custom
Custom models, SLA, SSO, and private cloud deployment for large teams.
FAQ
Common questions about building a Wealth Management
The system monitors each portfolio's actual allocation vs the target model. When any asset class drifts beyond the configured tolerance (e.g., 5%), a rebalancing alert is generated. The advisor reviews and approves the trade list before execution.
Related
More apps you can build
Build your Wealth Management in hours, not months
Start free. No credit card. Your first app is live in minutes.
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