Profylio: Automating Financial Advising Databases and Portals

Profylio is a secure portfolio manager tool for financial advisory teams. Zyrom designed and built their secure client dashboard portal, automated pipeline logs, and chart engines.

15 Hours
Weekly Advisor Savings
100%
Data Encrypted
+35%
Client Retention
10 Weeks
Development Cycle

Direct Answer: Project Summary

Zyrom streamlined Profylio's client onboarding processes by coding a secure, encrypted client relations management (CRM) database in MongoDB, layered with Node.js API handlers. We built client financial overview graphs using React rendering libraries, enabling advisors to view portfolios, send updates, and track lead activities in one single centralized console.

Core Challenges

The Zyrom Solution Architecture

We engineered a client portal interface that integrated file uploads directly to AWS S3 buckets. We implemented Auth0 user authentication levels to segment database tables based on employee roles.

Technology Stack Utilized

ReactJS frontend, Express/NodeJS backend, MongoDB database, AWS S3 Encrypted buckets, Auth0 security protocol.