Lifeworks Advisors Consolidates Wealth Management into One Platform in 8 Months

Yalantis built an all-in-one platform for financial advisors and their customers – replacing paper notebooks, disconnected tools, and manual processes with unified profiles, real-time dashboards, and integrated investment account management.

20+

IT experts deployed

Unified platform

8 months delivery

Talk to an Expert

“The previous vendor had burned four months. Lifeworks had investor commitments and a conference date that couldn’t move. We had to build what should have been a 12-month platform in 8 months – without sacrificing quality. That meant relentless prioritization, a larger team, and schedule adjustments to minimize timezone friction.”

– Mykhailo Maidan, CTO at Yalantis

Book a Consultation

Disconnected tools slowing down your advisors? We build unified FinTech platforms.

Disconnected systems blocked growth – and the previous vendor couldn’t deliver

Client:

Lifeworks Advisors

Headquarters:

USA

Industry:

FinTech / Wealth Management

Services:

Financial management

Financial planning

Investment strategy design

Partnership:

2019 – 2020

Team:

20+ IT experts

Lifeworks Advisors is a US-based wealth management company that assists customers in complex financial operations – from planning and goal-setting to investment strategy design. The problem: their advisors were drowning in disconnected tools.

Financial advisors spent their days switching between separate systems for aggregating customer financial data, managing financial plans, opening investment accounts, and monitoring investment activity. Customer information lived in paper notebooks, Google Docs, and a patchwork of other instruments – leading to inaccuracies and wasted time.

This fragmentation prevented Lifeworks from scaling. Every new client meant more manual work, more context-switching, more opportunities for error.

The company needed an all-in-one platform – but their local development vendor had failed to deliver. With commitments to investors and a major wealth management conference approaching, Lifeworks now had to build the entire platform in 8 months instead of the 12 originally planned.

They needed a partner who could move fast without cutting corners. They chose Yalantis.

Client:

Lifeworks Advisors

Headquarters:

USA

Industry:

FinTech / Wealth Management

Services:

Financial management

Financial planning

Investment strategy design

Partnership:

2019 – 2020

Team:

20+ IT experts

All-in-one wealth management platform with unified customer profiles, real-time dashboards, and integrated investment account management

Unified customer financial profiles

Previously, advisors used paper notebooks and Google Docs to collect customer financial information – leading to inaccuracies and wasted time. The new platform stores all customer details in one place, with customers able to add information themselves via a special form. Data is automatically processed and structured.

Financial goal management with real-time dashboards

Advisors set customer goals and create financial plans using the client database. Plans, assets, and liabilities display on dashboards. Both advisors and customers can edit plans from their accounts – and dashboards update automatically in real time when changes are made.

Investment account opening via Orbis Systems integration

We integrated Orbis Systems APIs to open investment accounts and facilitate customer financial data collection. What used to require separate systems and manual data entry now happens within the same platform, with data flowing automatically.

Daily investment monitoring with Apex and TD Ameritrade parsers

For daily investment monitoring with summary dashboards, we built internal parsers for investment data from Apex and TD Ameritrade platforms. Advisors see consolidated views of customer investments without logging into multiple systems.

Customer billing integration

The platform includes integrated billing capabilities, allowing advisors to manage customer fees and payments within the same system. No more separate invoicing tools or manual reconciliation.

How Yalantis recovered from a failed vendor and delivered a complex FinTech platform in compressed timeline

Step 1

Requirements prioritization for faster MVP

With only 8 months instead of 12, we couldn’t build everything at once. We applied our stakeholder and requirements management frameworks to ruthlessly prioritize what needed to be in the MVP versus what could come later.

The goal was clear: deliver enough functionality to present at the wealth management conference and satisfy investor commitments – while building a foundation that could scale.

Step 2

Team scale-up and timezone optimization

We ramped up to 20+ IT experts to parallelize development workstreams. Our teams used remote collaboration tools and adjusted their schedules to minimize timezone friction with the US-based client.

This wasn’t just about adding bodies – it was about coordinating effectively so that a larger team moved faster, not slower.

Step 3

Platform development with third-party integrations

We built the unified platform in parallel tracks: customer profile and financial data aggregation, financial goal management with real-time dashboards, and investment account management. Each track required careful integration work – Orbis Systems for account opening, Apex and TD Ameritrade for investment monitoring.

Step 4

Conference deadline delivery

We completed all required tasks by the deadline. Lifeworks presented the platform and its functionality at the major financial event – demonstrating to investors and potential clients that they had a working, scalable wealth management solution.

Yalantis delivered a unified wealth management platform

Single system for all wealth management operations

No more switching between disconnected tools.

Business scaling enabled

The platform that previously blocked growth now supports it.

Unified customer profiles

Easy collection and update of financial information, replacing paper notebooks.

Real-time dashboard updates

Plans, assets, and liabilities always current.

Integrated investment account management

Orbis Systems, Apex, and TD Ameritrade data in one place.

On-time delivery despite compressed timeline

8 months instead of 12, meeting conference deadline.

Convenient working environment for advisors

Stable platform operation, reduced context-switching.

Key milestones of our R&D collaboration.

Be our next success story. Share details about your project and book a call with us to discuss your goals.

Book a consultation

Certifications:

27001 2022 / 27001 2015 / 13485

Advanced IoT Core Delivery / Advanced RDS Delivery / Advanced Tier Delivery

From medical devices to industrial automation — we deliver complete enterprise solutions with regulatory compliance built-in. Everything under one roof.

Learn more

Our offices