Core advice capability
Financial Planning
Planning workflows needed to connect fact find data, assumptions, advice models, and client-facing outputs more coherently.
Problem
Planning workflows needed to connect fact find data, assumptions, advice models, and client-facing outputs more coherently.
Business need
Support advisors with reliable planning journeys that make data capture, scenario thinking, and recommendations easier to manage.
My role
Balanced roadmap priorities, regulated-domain constraints, engineering complexity, and advisor experience across releases.
Architecture
Domain-led planning services connected to client profiles, calculations, validations, documents, and reporting.
Outcome
Strengthened a business-critical advice workflow and improved product clarity across planning-adjacent features.
Key learnings
Financial planning demands precise domain language, careful edge-case handling, and excellent change communication.
Technologies