Building a Financial Planning Platform with Expert Consultations from Scratch

A financial platform for Canadian users that combines personal finance management, investment planning, tracking of life goals and expert advice all in one place. We joined the project right from the concept development stage and fully developed both products: a mobile app for users and an admin dashboard for financial experts.

ClientNDA

CategoryFinTech

CountryCanada

0→1

Product

Built from scratch and launched on schedule.

Connected Apps

Mobile app and web admin panel working as one ecosystem.

Financial Hub

Budgeting, goal tracking, and expert consultations in one place.

100%

Digital Platform

Turned a business idea into a live, production-ready product.

Context Switching

Users manage finances and book consultations without leaving the app.

Admin Workspace

Experts manage clients, schedules, and sessions from a single dashboard.

Day 1

Revenue

Subscription-based monetization ready from launch.

No Product Existed Yet

We built the whole product end-to-end from the idea stage both the mobile app for users and the web admin panel for experts, designed from day one to work as one system.

Complex Multi-product Ecosystem

Many Features, One Platform

Monetization Had to Be Built In

5.0

On Clutch · verified reviews

Read on Clutch

“VRB understood our business, not just the tech. They rebuilt our legacy platform into something fast, reliable, and actually usable.”

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800K+

Students

Learning Workflow

Tool Switching

Digital Art Community Platform

MetaHumanArt is a social platform for the art world profiles, portfolios, exhibitions, events, and editorial content, all in one place. The client had an existing WordPress site that wasn't working. We rebuilt it as a proper web product: new architecture, full feature set, and an admin panel for the editorial team

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Platform

Community Roles

Content Layers

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