About
We developed a wealth management platform for an independent RIA, delivering onboarding automation, portfolio rebalancing, AI-driven advisor support, and SEC-compliant reporting. The solution unified fragmented systems into a modern, scalable architecture, reducing onboarding time, boosting compliance, and providing clients with a seamless digital portal.
Challenge, approach, and impact
Need modernized, compliant wealth platform
The client’s workflows relied on spreadsheets and manual custodian portals, leading to long onboarding, fragmented data, and compliance risks. The goal was to deliver a unified, compliant, and AI-enhanced wealth platform with advisor and client interfaces.
How we built
Testimonials
Anonymous
Lengin
“This project challenged us to bring together AI, compliance, and trading workflows into one wealth management platform. Despite a lean team and tight timeline, we delivered a robust solution and enjoyed the entire process“
Team structure
Client team
Jane
COO
Daily point of contact
The client stakeholders were working closely with the team at Lengin
Agency team
1 x Project Manager
Governance
1 x Backend Developer
Production
1 x Frontend Developer
Production
1 x AI/ML Engineer
Production
