84 lines
2.5 KiB
Markdown
84 lines
2.5 KiB
Markdown
# The Network App
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**Client:** David DePoyster
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**Company:** NWM (Wealth Management Firm)
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**Developer:** Donovan Kelly
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**Status:** Development Phase
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**Last Updated:** 2026-01-27
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## Overview
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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.
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## Problem Statement
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Wealth managers juggling 100+ high-net-worth clients struggle to:
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- Remember personal details (interests, family, preferences)
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- Send timely, personalized communications
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- Track important dates (birthdays, anniversaries)
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- Maintain compliance while staying personal
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## Solution
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A mobile-first CRM that uses AI to:
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1. **Enrich client profiles** with deep personal context
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2. **Generate personalized communications** that feel authentic
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3. **Automate thoughtful touches** for important dates
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4. **Ensure compliance** with financial industry regulations
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## Tech Stack
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| Layer | Technology |
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|-------|------------|
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| Frontend | Flutter (Dart) |
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| Backend | Elysia + Bun (TypeScript) |
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| Database | PostgreSQL |
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| ORM | Drizzle |
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| Auth | BetterAuth |
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| AI | LangChain.js (model-agnostic) |
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| Email | Resend |
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| Jobs | pg-boss |
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| Deploy | Dokploy (self-hosted VM) |
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### Why This Stack
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- **Flutter** — Cross-platform (iOS + Android) from one codebase
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- **Elysia + Bun** — Fast, type-safe, excellent DX
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- **Drizzle** — Lightweight ORM, great TypeScript support
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- **BetterAuth** — Modern TypeScript-native auth
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- **LangChain.js** — Swap AI models (Claude, GPT, Gemini) without code changes
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- **Self-hosted** — Full control, predictable costs
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## MVP Scope
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### Phase 1: Core (Build First)
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- [ ] User authentication (login/logout)
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- [ ] Client CRUD (add, edit, view, delete)
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- [ ] Client search and filtering
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- [ ] AI email generation
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- [ ] Birthday/event tracking
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### Deferred (Post-MVP)
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- Client matching/introductions
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- Push notifications
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- Offline mode
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- Multi-advisor/team features
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- File attachments
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## Project Documents
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- [Requirements](./requirements.md) — Full feature specification
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- [Architecture](./architecture.md) — Technical design
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- [Competitors](./competitors.md) — Market research
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- [API Spec](./api-spec.md) — Backend endpoints
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## Repositories
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- Frontend: `network-app-mobile`
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- Backend: `network-app-api`
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## Contact
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- **Client:** David DePoyster (depoyster1@me.com)
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- **Developer:** Donovan Kelly (donovan.a.kelly@pm.me)
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