Horizon Financial needed a secure client portal that would modernize how they interact with their clients. We built a comprehensive financial platform with portfolio tracking and compliance features.
Build a SOC2-compliant financial portal handling sensitive data with real-time market feeds and document management.
Next.js application with end-to-end encryption, Plaid API integration for account linking, and AWS infrastructure meeting SOC2 requirements.
90% client adoption within 3 months
75% reduction in paper communications
SOC2 Type II compliance achieved
50% fewer support calls
Let's discuss how we can help your business achieve its digital goals.