All workApex Wealth
Proposal Concept · Custom CRM
Apex Wealth
A wealth-management operating system, designed as an interactive proposal concept: pipeline, advisors, mandates, and billing under one schema.
01 · The leak
Problem.
A private-wealth practice running across six tools: sheets for pipeline and mandates, Notion for client briefs, WhatsApp for advisor handoff, another sheet for billing, and Gmail as the audit trail. Every Monday started with reconciliation, not work.
02 · The build
Build.
We mapped the real flow from intake to mandate to review to billing and designed a single system underneath it: one schema, role-aware views (partners see the book, advisors see their pipeline, ops see billing), presented as a full interactive proposal with designed product screens.
03 · The shift
Result.
The concept is shown here as designed. The build has not shipped; we publish only what is real, so this entry is labeled a proposal concept rather than a live system.
Tools mapped
6 into 1
Status
Proposal concept
Designed stack
Next.js · Supabase
Next case
Bodylicious World · Beauty
A full body-care brand campaign (products, lifestyle, hard-sell) generated end-to-end with AI. Six SKUs, twenty-five creatives, forty-eight hours.