Custom CRM system for financial advisors
The Myriad Transition Management System (TMS) is a web-based application designed to support the end-to-end transition process for financial advisors becoming independent business owners. The platform facilitates collaboration across teams, provides both high-level and granular dashboards, and serves as a central hub for managing various business needs, from tracking onboarding milestones to handling support tickets post-launch.
Myriad Financial Advisors is a professional services firm offering turnkey operational solutions for advisors transitioning from employment in financial institutions to independent ownership.
Full-cycle development: from requirements specification and system architecture to development, deployment, third-line support, and maintenance.
USA
FinTech
9 members
4 years
To support this growing business model, Myriad Financial Advisors partnered with Honeycomb Software to modernize the application, improve system scalability, and introduce new functionality. The objective was to create a platform that could seamlessly manage large amounts of data and meet the diverse needs of financial professionals.
The Honeycomb team began by conducting a technical audit and strategic discovery sessions to identify performance bottlenecks and business needs. A solution architect proposed a new cloud infrastructure and selected technologies better suited for performance, security, and long-term maintainability.
The team then fully rewrote the platform using ASP.NET Core on the backend and AngularJS on the frontend, migrated the application to AWS, and introduced a microservice-based architecture to break the system into manageable, composable components. The updated interface was rebuilt as a Single Page Application (SPA) to enhance responsiveness and user interaction.
Honeycomb Software prioritized a collaborative approach, ensuring seamless transition of knowledge, iterative testing, and proactive adjustments to meet the client’s evolving goals.
The result is a robust, cloud-based platform that is secure, scalable, and easy to maintain. The system is now equipped to handle complex advisor transitions, offer dynamic dashboards, and support operational tasks after the advisor’s business launch.
The main improvements include:
- Full migration to Azure (for hosting) and AWS (for secure data storage)
- SPA implementation significantly improved performance and responsiveness
- Microservice architecture allows faster updates, isolated issue resolution, and modular scalability
With Honeycomb Software as a long-term technology partner, Myriad Financial Advisors continues to grow its platform, confidently supporting new features and high-volume usage.
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