Selected client work

Wealth Companion

Portfolio views, client servicing, and AI guidance across mobile and web.

Product walkthrough with client branding masked. Music only.

My role

I led product ownership and delivery within the NodeStar team for a wealth-management client, coordinating stakeholders and contributing to implementation.

The product

The work included a native iOS/Android application and web experience with portfolio dashboards, conversational AI, biometric authentication, and appointment scheduling, integrated with Salesforce, Snowflake, MuleSoft, and Auth0. The assistant helps users ask questions, create service cases, and track requests across backend workflows.