// CASE STUDY

Clearvault

Where the numbers can't disagree.

IndustryWealthtech · RIA infrastructure
Year2025
Scope
  • Advisor dashboard
  • Client portal
  • Multi-role RBAC
  • Audit trail
  • Compliance engine
  • Real-time data layer
// THE PROBLEM

A founder saw the gap before anyone funded it.Independent advisors run their practice across six disconnected tools.Data in spreadsheets. Compliance done by hand. Reporting that takes days.He didn't need another dashboard. He needed infrastructure.Not a prototype — a system that scales, audits itself, and survives due diligence.ClearVault is that system.

They needed one number. Everywhere.

// THE APPROACH

We removed the places where numbers go wrong.

Every manual handoff in an advisor's day is a place where data drifts — a copied figure, a stale spreadsheet, a feed that synced late. So we built ClearVault around a single rule: data enters once, gets verified once, and every screen reads from the same verified source. No re-entry. No reconciliation. No drift.

app.clearvault.io/dashboard

One number. Every surface agrees.

app.clearvault.io/audit
// AUDIT TRAILhash-chained · append-only · 2025-11-14
TIME
ACTOR
ROLE
ACTION
ENTITY
STATUS
09:41:22
m.vanzo
ADMIN
EXPORT_REPORT
FY2025-Q3
OK
09:38:57
j.harrington
CLIENT
VIEW_PORTFOLIO
harrington-trust
OK
09:35:11
k.chen
ADVISOR
UPDATE_ALLOCATION
chen-partners
OK
09:33:44
compliance-bot
SYSTEM
RUN_COMPLIANCE_CHECK
global
PASS
09:31:08
m.vanzo
ADMIN
GRANT_PERMISSION
r.elsworth → CLIENT
OK
09:28:22
r.elsworth
CLIENT
REQUEST_STATEMENT
elsworth-family
OK
09:24:50
k.chen
ADVISOR
CREATE_REBALANCE
chen-partners
PENDING
PostgreSQL · event-sourcedSHA-256 hash chainImmutable · append-onlyRow-level security

The compliance engine is not a report. It's a query.

// FLOW · CUSTODIAN → RECONCILE → AUDIT → SURFACE

From the custodian to the client, in one pass.

// 01

Custodian

Schwab · Fidelity · TD
OAuth 2.0 · Webhooks
// 02

Reconcile

Position matching
Sub-second sync
// 03

Audit

Immutable log
Hashed · every write
// 04

Surface

Advisor · Client · Mobile
Same data · same second

Each stage hands clean, verified data to the next — the advisor never reconciles by hand again.

// OUTCOME

Architecture built to survivescale, audit, and the next funding round.

Multi-tenant
Zero shared state between organizations
4 roles
Granular RBAC · advisor · manager · analyst · client
Real-time
Sub-second sync · custodian to client portal
Every write
Logged, hashed, and audit-ready by default

Live in production. Still building together.

Sometimes things fail.We plan for that.

Book a discovery call
// CREDITS
  • Lead ArchitectMirko Vanzo
  • EngagementFull-stack platform · design + architecture
  • Year2025
// STACK
  • TypeScript · Node 22 · Express 5
  • PostgreSQL · Redis · BullMQ
  • React 19 · Next.js · React Native
  • Plaid · OAuth 2.0 · WebSocket
  • Row-level security · JWT · RBAC
// NEXTCadrivitAI-assisted digital manufacturing for window & door SMEs.