Custom Applications
That Run Your Business
We build database-driven web applications — client portals, operational dashboards, compliance trackers, and trading tools — that replace spreadsheets and manual processes with systems that actually scale.
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A Website Shows Information.
A Web App Does Work.
Most businesses hit a ceiling with static websites. You need forms that capture data, dashboards that display it in real-time, portals where clients can log in and interact, and workflows that automate what your team currently does by hand.
That's where web applications come in. Built on Caspio — a leading no-code/low-code database platform — we create powerful, cloud-hosted applications that connect to your data and run directly inside your website.
Client Portals
Secure login areas where clients view documents, submit forms, and track status.
Live Dashboards
Real-time data visualizations pulling from your database — no refresh needed.
Workflow Automation
Triggered emails, status updates, approval chains, and task assignments.
System Integration
Connect with APIs, accounting software, CRMs, and external data feeds.
Applications People Actually Need
From simple data capture to complex multi-user systems, these are the applications that transform how professional firms operate.
Client Intake & Onboarding
Replace email chains and paper forms with guided onboarding workflows. Clients submit documents, sign agreements, and track their status — all from a branded portal tied to your database.
Document Repositories
Secure, searchable document libraries where clients upload, download, and manage files. Version control, access permissions, and audit trails built in. Think Dropbox, but on your terms.
Reporting & Analytics
Interactive dashboards with charts, KPIs, and drill-down reports. Pull from any data source — CRM, accounting, spreadsheets — and present it visually to your team or clients.
Compliance & Audit Tracking
Track regulatory requirements, document completion status, due dates, and compliance checklists. Automated alerts when deadlines approach or items fall out of compliance.
Internal Ops & Ticketing
Service request portals, internal helpdesks, project tracking boards, and task management systems. Route tickets to the right person with automated escalation rules.
Booking & Scheduling
Appointment schedulers, resource booking, event management, and availability calendars. Integrated with notifications, reminders, and capacity management logic.
Built for the Trading Floor and the Back Office
With 25+ years in financial services IT — including work on wealth management platforms like Temenos T24 and WealthManager — we understand the unique demands of the investment industry. From day trading operations to securities compliance, we build the applications that financial firms actually need.
Caspio's enterprise-grade security, SOC 2 compliance, and role-based access controls make it a natural fit for handling sensitive financial data, portfolio information, and regulatory documentation.
25+ years building data systems for financial institutions — from securities pricing engines to multi-million dollar migration projects.
Day Trading Dashboards
Real-time portfolio views, P&L tracking, position monitoring, and trade logging. Connect to market data feeds and display pricing, volume, and performance metrics in configurable layouts your traders actually want to use.
Securities Pricing & Valuation
Centralized pricing databases for equities, fixed income, derivatives, and alternatives. Automated price feeds, historical lookups, NAV calculations, and mark-to-market reporting — all searchable and auditable.
Compliance & Regulatory Reporting
Track KYC/AML requirements, suitability documentation, trade surveillance flags, and regulatory filings. Automated workflows ensure nothing falls through the cracks when regulators come knocking.
Client Portfolio Portals
Branded investor portals where clients log in to view holdings, performance reports, transaction history, and statements. Secure document exchange for tax slips, account agreements, and quarterly reviews.
Trade Order Management
Order entry, approval workflows, execution tracking, and settlement status. Multi-level authorization for block trades, rebalancing runs, and model portfolio allocations with full audit trails.
Why We Build on Caspio
Caspio is an enterprise-grade cloud database platform used by organizations from startups to Fortune 500 companies. It lets us build sophisticated, data-driven web applications without the overhead and timelines of traditional custom development.
Your applications are hosted in the cloud, embedded directly in your website, and accessible from any device. No software to install, no servers to manage — just the tools your team and clients need, available instantly.
Used by over 15,000 organizations worldwide including government agencies, healthcare systems, and financial institutions.
Rapid Deployment
Applications built in weeks, not months. Faster iteration, faster results.
Enterprise Security
SOC 2 compliant, 256-bit encryption, role-based access, and full audit logging.
Scalable Infrastructure
Cloud-hosted on AWS. Scales from 10 users to 10,000 without architecture changes.
No Vendor Lock-In
Your data is always yours. Export anytime. Standard SQL databases under the hood.
Website Integration
Applications embed seamlessly into any website — your visitors never leave your domain.
API Connectivity
REST APIs for connecting to external systems, market data feeds, CRMs, and accounting tools.
From Idea to Working Application
A straightforward process built on decades of enterprise project delivery.
Discovery
We map your workflows, data sources, and pain points to define exactly what the application needs to do.
Design & Prototype
Interactive wireframes and a working prototype so you can see and test the application before we build it out.
Build & Integrate
Database design, application logic, security configuration, and integration with your existing systems.
Deploy & Support
Launch on your site, train your team, and provide ongoing support as your needs evolve.
Ready to Replace the Spreadsheet?
Tell us what process you want to automate and we'll show you what's possible — usually in a 30-minute conversation.
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