Household creation modal of the SaaS platform for B2B fintech

SuperPlan is an B2B AI-powered financial planning platform for professional advisers.

Built a wealth management SaaS to accelerate client onboarding through structured document ingestion and automated household profile creation for financial advisory teams.

The platform allows advisors to upload, categorize, and process client files — from bank statements to risk profiles — within a single guided modal flow, with a manual fallback for cases without existing documentation.

Household creation modal for the financial advisory SaaS platform.

Drag-and-drop file staging, inline metadata tagging via categorized dropdowns, and a dual-path submission structure reduce onboarding friction and keep the data intake process consistent across client types.

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