Puls Wealth Builder

Bringing financial tools and client engagement into one platform

Puls Wealth Builder wanted to give clients a clearer way to manage investments, follow financial goals and access useful resources. The platform needed to support web and mobile users, connect to financial services and provide a foundation that could grow with the business.

Keylumi delivered a secure web portal with companion iOS and Android applications, backed by a shared data and administration layer.

The product we delivered

Cross-platform onboarding

Clients can register, sign in and recover access consistently across web and mobile. The shared onboarding flow reduces friction while maintaining the controls expected of a financial product.

Client financial dashboard

The dashboard brings investment tracking, financial goals and educational resources into one interface. Payment and banking integrations support connected workflows without forcing users to move between unrelated systems.

Administration and reporting

The administration portal gives the Puls team control over accounts, content and platform activity. Analytics and reporting provide operational visibility while role-based workflows keep management tasks organised.

Scalable financial infrastructure

Vue.js supports a reusable web interface, with PostgreSQL and Supabase handling core data needs. AWS provides cloud infrastructure, Stitch supports banking connectivity, Cloudflare manages networking and Datadog monitors platform health.

The product moved through staging, user acceptance testing and production deployment before the mobile applications were released to the app stores. Ongoing maintenance keeps integrations, security and functionality current.

The outcome

Puls Wealth Builder gained a unified product across three platforms. Clients can engage with their financial position through a consistent experience, while the business has an extensible system for adding services, content and operational capability over time.