2.5 KiB
2.5 KiB
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:
- Enrich client profiles with deep personal context
- Generate personalized communications that feel authentic
- Automate thoughtful touches for important dates
- 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) |
| 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 — Full feature specification
- Architecture — Technical design
- Competitors — Market research
- API Spec — 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)