# The Network App

**Client:** David DePoyster  
**Company:** NWM (Wealth Management Firm)  
**Developer:** Donovan Kelly  
**Status:** Development Phase  
**Last Updated:** 2026-01-27

## Overview

The Network App is an AI-powered CRM mobile application designed specifically for wealth management advisors managing high-net-worth client relationships. Unlike traditional CRMs that focus on transactions, this app emphasizes relationship intelligence and meaningful personal connections.

## Problem Statement

Wealth managers juggling 100+ high-net-worth clients struggle to:
- Remember personal details (interests, family, preferences)
- Send timely, personalized communications
- Track important dates (birthdays, anniversaries)
- Maintain compliance while staying personal

## Solution

A mobile-first CRM that uses AI to:
1. **Enrich client profiles** with deep personal context
2. **Generate personalized communications** that feel authentic
3. **Automate thoughtful touches** for important dates
4. **Ensure compliance** with financial industry regulations

## Tech Stack

| Layer | Technology |
|-------|------------|
| Frontend | Flutter (Dart) |
| Backend | Elysia + Bun (TypeScript) |
| Database | PostgreSQL |
| ORM | Drizzle |
| Auth | BetterAuth |
| AI | LangChain.js (model-agnostic) |
| Email | Resend |
| Jobs | pg-boss |
| Deploy | Dokploy (self-hosted VM) |

### Why This Stack

- **Flutter** — Cross-platform (iOS + Android) from one codebase
- **Elysia + Bun** — Fast, type-safe, excellent DX
- **Drizzle** — Lightweight ORM, great TypeScript support
- **BetterAuth** — Modern TypeScript-native auth
- **LangChain.js** — Swap AI models (Claude, GPT, Gemini) without code changes
- **Self-hosted** — Full control, predictable costs

## MVP Scope

### Phase 1: Core (Build First)
- [ ] User authentication (login/logout)
- [ ] Client CRUD (add, edit, view, delete)
- [ ] Client search and filtering
- [ ] AI email generation
- [ ] Birthday/event tracking

### Deferred (Post-MVP)
- Client matching/introductions
- Push notifications
- Offline mode
- Multi-advisor/team features
- File attachments

## Project Documents

- [Requirements](./requirements.md) — Full feature specification
- [Architecture](./architecture.md) — Technical design
- [Competitors](./competitors.md) — Market research
- [API Spec](./api-spec.md) — Backend endpoints

## Repositories

- Frontend: `network-app-mobile`
- Backend: `network-app-api`

## Contact

- **Client:** David DePoyster (depoyster1@me.com)
- **Developer:** Donovan Kelly (donovan.a.kelly@pm.me)
