Worth Advisors: Complete Financial Planning and Client Management Platform

A platform that makes it easy for clients to share their financial details through simple questionnaires and document uploads. Advisors use this information to understand each client’s situation, review their input, and create clear, structured financial planning reports that guide them forward.

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OVERVIEW

Project Overview

Worth Advisors was created to simplify the financial planning process for clients and advisors by bringing everything into a single, organized platform. Instead of sharing information through scattered emails and documents, clients can submit their personal and financial details through 14 structured questionnaires and secure document uploads. This gives advisors complete and reliable data to work with from the start.

Using this information, advisors review client inputs, manage tasks, and generate planning reports that fit each client’s needs. The platform supports five customizable report types and up to 37 modular components, allowing each report to be built from the exact sections required.

This modular setup improves accuracy, reduces manual work, and creates a smoother experience for everyone involved.

Key Features

feature-one

01.

Smart Questionnaire Engine

The platform includes 14 structured questionnaires that guide clients through every part of their financial and personal information. Each form includes validation checks, document upload options, and clear status indicators, which help clients complete the process without confusion. This gives advisors accurate and complete data that can be used directly for financial planning, reducing errors, and unnecessary back and forth.

02.

Modular Report Engine

Worth Advisors supports five report types that are built from up to 37 customizable modules. Advisors choose the modules they want, and the system fills each section with data collected from the questionnaires. Every module includes charts, summaries, and automated calculations, allowing advisors to generate professional and detailed reports without manual formatting. This helps them present clear insights and personalized recommendations to clients.

feature-two
feature-three

03.

Redtail and Intelliflo Integrations

The platform connects directly with Redtail and Intelliflo to import up to date client information, account details, holdings, and performance data. These integrations reduce manual data entry and ensure advisors always work with accurate financial records. By keeping all key data in sync, advisors can focus on reviewing information and preparing recommendations instead of managing files or entering values by hand.

Features at a Glance

  • trumanSmart Questionnaires

    trumanModular Report Engine

    trumanFive Financial Report Types

    trumanRedtail CRM Integration

    trumanIntelliflo Integration

    trumanBudgeting Engine

    trumanDebt Strategy Engine

    trumanSecure Document Uploads

    trumanTask Management System

    trumanReal Time Notifications

    trumanClient, Advisor, and Admin Panels

    trumanPDF Report Generation

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Product Demo: A Closer Look

Project Challenges and Their Solutions

1. Third Party Data Sync and Accuracy Issues

Challenges

During integration, Redtail’s contact fields often mismatched the platform’s structure, while Intelliflo’s summary API delivered incomplete performance data. These issues created inconsistencies in client profiles and affected the accuracy of financial reports. This also slowed down advisor workflows because manual verification became necessary.

SOLUTIONS

The team enforced strict sync rules and disabled edits for Redtail controlled fields, ensuring that synced data remained consistent. Intelliflo’s integration was upgraded to use a detailed performance endpoint, which delivered accurate holdings and performance information for reliable planning. This combination stabilized the data pipeline and improved overall system accuracy.

2. Inconsistent PDF Module Structures

Challenges

The 37 report modules were originally developed with different design patterns, layouts, and formatting rules. This caused visible inconsistencies across the generated PDFs, affecting readability and overall presentation quality. The lack of a unified structure also made updates more time-consuming.

SOLUTIONS

A standardized template system was introduced and applied to all modules. Each module was updated to follow the same layout, typography, spacing, and visual structure. This ensured clean, professional, and uniform PDF reports while simplifying future enhancements.

3. Questionnaire Edit Conflicts

Challenges

Clients often attempted to edit forms after submission, which led to mismatched values in advisor review flows and created confusion during report generation. This disrupted the process because advisors had to redo validations or track down changes manually.

SOLUTIONS

Submission locks and a read only mode were added to prevent unauthorized edits once a questionnaire is finalized. Advisors can request changes when needed, ensuring all modifications are controlled and traceable. This improved data reliability and reduced errors during planning.

Tech Stack

React

Used to build a fast and modular interface for clients, advisors, and admins. It ensures smooth navigation and a responsive user experience across all panels.

HTML and CSS

Provide the structure and styling for the front end. They help maintain consistency in layouts, form design, and dashboard presentation.

AWS Lambda

Runs backend logic in a serverless environment that scales automatically. It helps handle workflows efficiently without managing servers.

AWS EC2

Hosts external HTTP services used by the platform for processing and specialized operations. It ensures stable and flexible execution for supporting services.

AWS S3

Stores uploaded documents, reports, and static assets securely. It provides reliable file access and integrates seamlessly with other AWS components.

MongoDB

Serves as the main database for client profiles, questionnaires, reports, documents, and logs. Its flexible structure works well with dynamic financial data.

Intelliflo API

Fetches holdings, valuations, and performance data needed for investment planning. It ensures accuracy in financial insights and report content.

SendGrid

Manages all email notifications for questionnaires, tasks, and updates. It helps maintain smooth communication between advisors and clients.

Twilio

Sends SMS notifications to clients and advisors for important alerts. It adds an extra communication channel to keep users informed in real time.

Express.js

Handles routing, middleware, and server-side logic for the API. It provides a structured foundation for building backend workflows.

Node.js

Runs the server environment for executing application logic. It ensures quick processing of requests and supports real-time features across the platform.

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