Advisor Desktop
A fully functional wealth management advisor desktop — household views, portfolio analytics, AI workflows — built in one week by one product leader.
A complete advisor desktop prototype — household views, multi-asset portfolio analytics, AI-assisted workflows, collaborative task management — built from a blank directory to a clickable demo in seven days. One product leader, one AI pair programmer, ~10 hours of work, less than $100 in tokens.
The prototype embeds fifteen years of opinions about what wealth management software gets wrong. Servicing is multiplayer: embedded chat, shared task cards, and a unified activity feed make team work visible by default instead of buried in separate modules. The AI agent lives inside the same messaging surface as human colleagues — no separate chatbot window, no magic wand icon. Assigning a rebalancing review to an AI agent uses the same workflow as assigning it to a junior analyst. The portfolio view handles global multi-asset-class households natively — equities, fixed income, private assets, digital assets, worldwide currencies — because the client base has changed faster than the tools have.
Built with Claude Code using domain-specific financial skills and structured development workflows. The first day produced a detailed PRD; the remaining six turned it into a working application. The companion blog post argues the point: the front end is solved — the hard part is all the data and infrastructure to enable it.