The project is an online planform in wealth management domain. This tool is used by Financial Advisors who create financial strategies for their clients and help to achieve client’s financial goals using buckets approach. Financial Advisors can keep their client’s information, create reports, set and maintain financial strategies and visualize financial plans for their clients. The platform is integrated with CRM system, contains logic for financial calculations, visualization tools and reports management including PDF reports generating. The nearest plans for the system are to upgrade it with complex features to become a competitive solution on the market, enhance existing logic and reskin whole system with modern design. The project is in active phase of development, that includes new features creation and supporting the existing production environment.