Software that ships in finance without tripping compliance.

Custom-built websites, apps, platforms, and AI systems for banks, lenders, RIAs, private capital, and fintech. Engineered to pass legal review the first time, and scale after.

Talk to our teamSee our capabilities
book.solagon.app / positions
Market open

Book · intraday

Positions blotter

Live

Portfolio value

$10.94M

+$17,160↑ +0.21%
9:3016:00

Exposure

$10.94M

5 books

bookclientexposuretoday p&lrisk
ASPIRE · LTBlackArrow Ins.$4.28M
+$18,420+0.43%
L
NOLA · LTAspire NOLA$2.94M
+$7,310+0.25%
L
EAST · STVector Capital$1.62M
−$3,880−0.24%
M
MEDSPA · LTLumière Studios$912K
+$1,430+0.16%
L
PRIME · STRidge Analytics$1.18M
−$6,120−0.52%
H
SOC 2 Type II · audit trail · role-based access
✓ compliant
01

Banks, lenders, RIAs, asset managers, and fintech teams

02

Governance-aware client journeys, not marketing-first shortcuts

03

Secure platform delivery tied to reporting and operations

Capabilities mapped to regulated financial operations.

Design, development, and acquisition work are not isolated tracks. They are one operating model with clear handoffs and measurable accountability.

01

Website and platform engineering

Custom-built websites, authenticated portals, calculators, and service workflows. Built for security, performance, and clarity — not plugin survival.

alcovamortgage.com/rates

Rate tool · custom-built

/tools/estimate
Loan amount$325,000
$50k$600k
Term30 years
5 yr30 yr

Est. monthly

$2,184

Principal + interest · excludes taxes & insurance

APR

6.4%

30y · fixed

Disclosures · compliance-reviewed · v4.2
✓ legal · signed-off
02

Client and advisor platforms

Secure portals, dashboards, onboarding flows, and service experiences with role-based access baked in from the first commit.

portal.yourfirm.com/onboarding

Onboarding · client portal

3 of 4

  1. Identity verified

    KYC · driver license · passport

    ✓

  2. Agreements e-signed

    Custody agreement · fee schedule

    ✓

  3. Funds transferred

    Wire · ACH · $48,200

    processing

  4. Advisor assigned

    Priya Sharma · portfolio review booked

    — queued
Viewed by
AdvisorComplianceClient
03

CRM and lifecycle automation

Lead routing, nurture, onboarding, and retention tied to the servicing model — not a marketing tool pretending to be one.

crm.yourfirm.com/lifecycle

Lifecycle · last 90 days

6 auto-triggers
Lead
1,240
auto
Qualified
412
auto
Onboarded
168
Active
154
auto
At risk
11
Lead → Active conversion12.4%
04

Brand strategy and messaging

Positioning, identity, and narrative for firms that need to look institutional and stop sounding interchangeable.

brand.yourfirm.com

Brand system · v2.1

/brand/sheet
Navy

#0A1E44

Steel

#4A7BFF

Cream

#F3EFE7

Ink

#17203A

Institutional.

H1 · serif · 48

Built for the teams under review. Not the ones behind the pitch.

body · sans · 16

BRAND-01 · Established 2024

mono · UI · 13

Primary lockup

Solagon

Voice

InstitutionalDirectSpecificNever generic
Brand system · source of truth✓ locked to design tokens

A delivery model built for high-stakes launches.

A structured process that keeps teams aligned and moves work forward at a practical pace.

01

Read the operating context

Audit the market, the buyer journey, the review process, and the current systems landscape — before anyone writes code.

02

Set the strategy and scorecard

Define audience priorities, platform requirements, and the metrics leadership actually needs to see.

03

Build, integrate, and document

Engineering, design, and automation delivered in reviewable slices — with governance-aware milestones and feedback loops.

Need a financial services system that can withstand real scrutiny?

We build the client experience, analytics, and platform delivery — without introducing avoidable risk.

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