Wealthsimple for Advisors

Wealthsimple for Advisors

As a senior developer on the Wealthsimple for Advisors team, a small team focusing on Wealthsimple's business-to-business (B2B) offering, I led the development of various features that enabled financial advisors to offer traditional advisor services while leveraging Wealthsimple's modern technology.

  • White labeling: I was a key player for our internal design system of themeable React components, ensuring we could build a system that supported a robust theme layer
  • Associate Role and Onboarding: This feature saves Advisors time by allowing them to invite colleagues to securely manage their clients. Advisors can invite many Associates, and Associates can support many advisors, an ideal setup for financial advisor companies. This project help set up the foundation to support additional roles.
  • Rewriting the "View as Client" feature: This feature powered both the advisor platform as well as the customer service platform. The experience was unreliable and had accumulated bugs over the years as Wealthsimple migrated from a server-rendered app to a single page app. I rewrote how we do this to solve the bugs that occurred due to the legacy implementation.

Technologies used include Ruby on Rails, Sinatra, Postgres, HTML/CSS, Angular.js, React, and TypeScript.

  • Back-end Development
  • Ruby on Rails
  • Ruby
  • JavaScript