WebFin is Strategoo's platform for personal financial planning and wealth audits. Advisors and households build a complete financial dossier, assets, debts, insurance, pensions, inheritance, across 40+ dashboard modules, generate branded wealth-planning reports, and get AI-drafted advice that an advisor always reviews before it reaches a client.
Challenges & Solutions
Sensitive wealth data, often opened in the room with clients
The platform stores complete household finances. GDPR rights had to be implemented in software, every change audited, and the interface had to survive being opened on a screen during a live client meeting.
A dedicated privacy and GDPR layer
Structured data export, per-entity processing restriction, anonymisation and audit-log archival are built in. A one-tap Privacy Mode blurs names and amounts during in-person sessions.
Wrong financial math is wrong financial advice
Usufruct, fiscal regions, heir categories, pension projections, the Belgian wealth-planning domain is full of rules where a subtle calculation bug becomes a bad recommendation.
Domain-driven calculation engines, AI as a drafting hand
Dedicated services handle amortisation, loan capacity, projections and inheritance on a rich domain model. AI drafts advisory text strictly from the dossier's real numbers, always as a draft for the advisor to review.
01. Platform Foundation
We designed a gateway-plus-domain-services architecture: a secure BFF in front of dedicated wealth and billing services.
02. Domain Build-out
Module by module we modelled the full household dossier, from assets and debts to family trees, pensions and expected inheritance.
03. Calculation Hardening
Dedicated passes on the financial math, pension present-value, debt treatment, partnership incomes, backed by documented UI standards across 40+ modules.
04. Privacy & AI
We shipped the GDPR module, audit archival and Privacy Mode, then added AI-drafted advice with strict factual grounding.
WebFin is how we think financial software should work: one governed dossier, privacy by design, and AI that drafts, while the advisor decides.
Matisse Callewaert
Co-founder & CTO, Strategoo
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