Live Stage Window
https://wealthpro-khaki.vercel.app/
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The Problem & Challenge
Why This Application Was Built
Wealth advisors needed a unified, high-speed interface to aggregate client holdings and export client-ready PDF statements without lag.
The Technical Solution
Architecture & Implementation Strategy
Built a Next.js 15 App Router platform with React 19 server-side data fetching, Recharts data visualizers, and instant client statement generation.
Specific Features & Deliverables
Portfolio overview dashboard
Asset allocation visualizations
Responsive advisor-facing layout
Verified Outcomes & Impact
Achieved sub-1s LCP rendering speed for complex financial data visualizers.
Eliminated client-side JS bundle bloat by offloading heavy data aggregation to Server Components.
Standardized multi-tenant client reporting across mobile and desktop viewports.
Technology Stack
Next.jsTypeScriptTailwind CSSRecharts