Wadi is a production-grade client coverage and revenue management platform — purpose-built for capital markets, wealth advisory, and financial services firms. White-label ready.
Nine integrated modules covering the full client lifecycle — from first contact through onboarding, product booking, and internal accounting.
Client Management
Full client profiles with lifecycle tracking, inactivity alerts, birthday reminders, and relationship linking. Six lifecycle statuses with governed transitions.
Prospect → ActiveInactivity AlertsLinked Clients
Onboarding Workflow
Nine-stage structured onboarding with per-stage document checklists supporting three states (received, N/A, pending). Insurance-only simplified flow included.
9 StagesDoc ChecklistsKYC / Compliance
Revenue Pipeline
Real-time revenue calculations across all product and mandate types. Waterfall from gross to net — VAT, introducer share, and RM commission computed instantly.
Live Calc EngineQuarter GroupingSortable Table
Pipeline Kanban
Visual Kanban view grouping clients by status — Prospects, Onboarding, Active, Suspended, Deferred. RM filter for team oversight. Click-through to client detail.
5 ColumnsRM FilterFollow-up Badges
Interactions & Tasks
Log meetings, calls, emails, WhatsApp, and tasks. Follow-up dates surface on the dashboard. Completed interactions collapse into history. Full audit trail preserved.
8 Interaction TypesFollow-up AlertsAudit Log
Projects & Activities
Client-linked projects with budget tracking, multi-level activity breakdown, assignees, and cost rollups. Links to entity financials for automatic ledger entries.
BudgetsSub-ActivitiesCost Rollup
Product Catalog
Central library of all financial products your firm offers. Pre-fills fee structures into bookings. Execution-only auto-computes custodian fees from catalog parameters.
Fee TemplatesAuto-fill BookingsActive/Inactive
Company Financials
Multi-entity internal ledger with reimbursement tracking, cashflow charts, tax & VAT estimates, and anticipated payments. UAE corporate tax and VAT ready.
Multi-EntityUAE VAT / TaxReimbursements
Team & Access Control
Four-tier role system: Admin, Manager, Service Manager, and Relationship Manager. Row-Level Security enforced at the database layer via Supabase RLS policies.
4 RolesSupabase RLSCommission Tracking
Revenue Engine
Every mandate type. Calculated live.
Wadi's calculation engine handles the full complexity of wealth management fee structures — from insurance retrocessions to carried interest — with no server round-trips.
15+ product types supported
Life insurance, savings plans, execution-only wealth management, advisory, discretionary, PE & alternatives, financing, custody, and more.
Booking type waterfall
Direct company bookings and introducer-routed deals handled separately. VAT applied before share splits. Introducer and RM commission auto-calculated.
No stored calculations
All figures computed on-the-fly from raw inputs stored in the database. Changes to inputs instantly update KPIs, pipeline tables, and revenue reports.
Sample Revenue Waterfall · Wealth Management
Portfolio Volume$500,000
Entry Fee (1.5%)$7,500
Gross Revenue$7,500
VAT (5%)−$375
Net to Firm$7,125
Introducer Share (15%)−$1,069
RM Commission (30%)−$1,817
Net to Company$4,239
Computed live in the browser · No server round-trip
Access Control
Role-based from the ground up
Four distinct roles with enforced visibility rules — both at the application layer and via database-level Row-Level Security policies.
Admin
Full Platform Access
Sees all clients including private records. Access to Financials, Backlog, Team management. Can invite users, drop clients, and view all data across the firm.
All clientsFinancialsTeamBacklogCatalog
Manager
Oversight Without Financials
Full pipeline and client visibility excluding private records. RM filter available. Access to Team and Catalog pages. Cannot access internal company financials.
All non-private clientsTeamCatalog
Service Manager
Onboarding-Focused View
Three-tab client view: all onboarding clients, all clients, and personally supported clients. Full onboarding pipeline visibility across all RMs.
Onboarding pipelineRM filterSupported clients
Relationship Manager
Own Book of Business
Sees only their own clients plus those where listed as Support Personnel. Standard client management, product booking, and revenue tracking for their book.
Own clientsSupported clientsRevenue pipeline
Technology
Modern stack, zero vendor lock-in
React 18 + Vite
Frontend SPA
Supabase
PostgreSQL · Auth · RLS
Vercel
Hosting · CI/CD
JavaScript
No TypeScript complexity
Get Started
Ready to deploy Wadi for your firm?
Wadi is fully white-label ready. Your brand, your data, your deployment — built on the same production-tested platform powering Aflak Capital.