All work
Web Platform · Finance2026
Ledgerly
Secure investor portal with statements, document vault and e-sign onboarding.
Client: Wealth-advisory firm
Ledgerly
₹12.4L
+18%
3,208
The challenge
Advisors emailed PDF statements manually each month; onboarding new investors took two weeks of back-and-forth paperwork.
What we built
A Next.js portal with role-based access, automated statement generation, encrypted document storage and a digital KYC flow with e-signatures.
Results
- Onboarding reduced from 14 days to 2
- Zero manual statement emails
- SOC-style audit trail for every document view
Stack
- Next.js
- NestJS
- PostgreSQL
- Prisma
- Razorpay
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