System · Custom CRM
Apex Wealth
A wealth-management OS, in six weeks. Six tools collapsed into one operating system: pipeline, advisors, mandates, billing under a single schema.
01 · The leak
Problem.
Apex were running a private-wealth practice across six tools: Google Sheets for pipeline, a second sheet for mandate tracking, Notion for client briefs, WhatsApp for advisor handoff, a third sheet for billing, and Gmail for the audit trail. Every Monday started with reconciliation, not work.
02 · The build
Build.
We sat with the partners, mapped the actual flow from intake → mandate → review → billing, and built a single Postgres schema underneath it. Then a Next.js front-end with role-aware views: partners see the book, advisors see their pipeline, ops see billing. One source of truth, six tools deleted.
03 · The shift
Result.
Six weeks from kickoff to live. The Monday reconciliation ritual is gone. Mandate-to-billing now closes in the same system. The team works in one place instead of seven.
Build time
6 weeks
Tools replaced
6 → 1
Stack
Next.js · Supabase · Vercel
Next case
Zatcare · Skincare
A skincare brand that needed a creative engine, not a campaign. We built the system that ships fifty on-brand ads a week, end-to-end from prompts.