Client data management is a universally painful and expensive problem for financial advisors.
Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business.
Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems.
Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.
We are building the first wealth tech data orchestration company.
We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business.
We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem.
We’re an experienced team of start-up operators with deep roots in both tech and advisory.
You can learn more about us on our website.
Role Details Role overview: We're looking for a fullstack engineer to build features across our platform.
You'll own end-to-end delivery of product workflows, working across frontend interfaces and backend services to help financial advisors manage client data seamlessly across their tech stack.
Where you'll make an impact: Build and ship features end-to-end, working across React, Node.
js and Golang.
Implement backend APIs and services that power our data syncing and orchestration capabilities, ensuring reliable data flow across systems.
Write well-tested, maintainable code and participate in code revi.