Where the operation was getting stuck.
Advisers and operations teams needed one view of the client journey without losing the controls required in a regulated environment.
tokensoftStart a project Anonymised case study 01
Project MeridianConfidential financial-advice business
Financial services · Operations platform
Connecting the complete financial-advice operation in one secure product.
A secure platform connecting client profiles, advice requests, compliance workflows, electronic signatures, task management and reporting.
01 / Product systemAnonymised delivery context Product evidence retained
The product context
One operating system for the advice journey.
Financial advice businesses coordinate people, providers, documents, regulated decisions and long-running client relationships. When each part sits in a different system, service becomes slower and accountability becomes harder to see.
The experience
The product creates one role-aware journey from client information and requests through advice preparation, approval, signature, implementation and ongoing servicing. Each user sees the work, decisions and information relevant to their responsibility.
Confidentiality note
The client identity has been withheld. The business context, product scope and Tokensoft delivery responsibilities have been retained.
Published product evidence
What we can responsibly disclose.
End-to-end product strategy, design and engineering
- 01Multi-role client and operations platform
- 02Compliance and electronic-signature workflows
- 03Modular product foundation designed for continued expansion
How Tokensoft shaped the product.
Tokensoft shaped the product architecture, simplified the experience and engineered a modular platform that connects the front office and back office.
Inside the product
Connected capability around one clear journey.
Connected client profiles
Identity, relationships, financial context, documents and activity form one dependable client record.
Advice and service workflows
Structured requests, tasks, approvals and status make the next action visible across the team.
Compliance by design
Decision records, evidence, consent and audit trails sit inside the product journey rather than beside it.
Operational intelligence
Dashboards surface outstanding work, service patterns and practice-level reporting without manual consolidation.
How we approached it
Understand the system around the software.
Map the operating model
Understand advisers, administrators, compliance roles, product providers and the client journeys between them.
Design one product language
Create a coherent information model, navigation system and reusable workflow patterns across modules.
Deliver modularly
Release connected capabilities in manageable stages while preserving the architecture for the wider platform.
Product outcomes
A clearer operation and a stronger foundation for what comes next.
- 01One view of the client and service journey
- 02Clearer responsibility and work status
- 03Compliance evidence embedded in workflows
- 04Reusable product foundation for continued expansion
Technology foundation
Selected for the product and its operating reality.
The implementation combined modern product engineering with secure integration, maintainable architecture and visible quality controls.
Platform & methods
Next.jsTypeScriptSupabasePostgreSQLSecure APIsElectronic signaturesRole-based accessProduct analytics
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