React & Next.js development for WealthTech

Absolutely. Some of our projects start by extending or improving existing products rather than building everything from scratch.

We follow your architecture, coding standards, deployment process and development workflow, integrating as an extension of your engineering team from day one.

Both.

Some clients need one senior React engineer to accelerate delivery, while others rely on us for end-to-end product development, including product strategy, UX/UI, frontend, backend, QA and DevOps.

We adapt to the stage of your company and your internal capabilities.

Yes.

Our team has worked on products including:

• Robo Advisors
• Broker API integrations
• Client Portals
• Advisor Dashboards
• Portfolio Reporting
• Proposal Builders
• Digital Onboarding
• Investment Platforms
• Employee Investment Benefits

Because of that, we already understand many of the workflows, stakeholders and challenges unique to financial products in WealthTech.

Absolutely.

We enjoy being involved early.

We regularly help clients challenge assumptions, prioritize features, simplify workflows and make product decisions before a single line of code is written.

Building the right product is just as important as building it right.

Yes.

These are some of the products we’ve been focusing on over the last few years.

We’ve worked on solutions involving portfolio reporting, advisor workflows, onboarding, proposal generation, internal operations and client-facing platforms for wealth management firms.

Financial software requires a different level of discipline.

We design systems with privacy, least-privilege access, auditability and secure development practices in mind. We also understand that every firm and startup has its own compliance requirements and we adapt our approach accordingly.

When using AI, we work with each client to define appropriate data handling policies and security boundaries.

Yes.

Whether your application needs a React upgrade, a migration to Next.js, improved performance or a complete redesign, we can help modernize it incrementally without disrupting your business.

We believe maintainability is a product feature.

Our projects emphasize clean architecture, code reviews, automated testing where appropriate, documentation and scalable engineering practices that allow teams to move faster over time.

We’re based in Uruguay, giving us strong timezone overlap with North America.

Our team works daily with tools like ClickUp, Slack, GitHub, Jira, and Figma, integrating naturally into distributed engineering organizations.

Communication is part of the job, not an afterthought.

Because technology is only part of the equation.

Building products for wealth management requires understanding advisors, client relationships, reporting, onboarding, portfolio workflows, financial operations and regulatory constraints.

We combine that industry understanding with strong engineering capabilities, allowing us to contribute from day one instead of spending months learning your business.

React is a UI library while Next.js is a framework built on top of React that incorporates routing, server-side rendering and data fetching capabilities along with a backend layer out of the box. We recommend you to choose Next.js for cases when you have public-facing interfaces that need to have optimal SEO and load fast, when you would rather not maintain your own routing and SSR or when sensitive logic and credentials should stay on the server. A React single page application still makes sense for internal tools where SEO does not matter and you have a separate backend.

Yes. We start by auditing your existing codebase with the goal of finding outdated dependencies, performance issues, missing tests or over-complicated state management. We approach the migration route by route, highest-value pages first. We can take ownership of the migration or work inside your team, keeping your conventions and writing a thorough documentation.

We start with the architecture. The browser only receives the data that it needs to render. Sensitive things like business logic and private credentials stay on the server, leveraging Server Components, Server Actions and route handlers. We implement Role Based Access Control to make sure no one is able to access more information or functionalities than they need. Also we use proven authentication providers (SSO, MFA), input validation, we scan dependencies continuously and keep the framework version up to date to mitigate vulnerabilities. For financial clients we know the importance of auditability so we design for that since day one so the system can always tell who did what and when in a reliable and immutable way.