Internal software for wealth management operations.

I’m Jeremy Hamann. I design and build the systems an advisory firm’s operations team runs on every day, from client service and account transfers to trading workflows and statement processing. Full stack in TypeScript, Python and Postgres, with compliance designed in from the first commit.

Full-stack applications

Next.js, React, Express and FastAPI, typed end to end.

Data and reporting

Postgres schema design, warehouse SQL and reconciliation.

Automation and AI

Workflow automation and document extraction with rule checks.

Compliance by design

Audit trails, role-based access and PII handling.

Selected projects

Four production systems, rebuilt as public demos. Each has a case study and, as it ships, a live demo.

All demo data is synthetic and resets nightly
Live demo in progress

WM Help Desk

Demo coming soon

A multi-queue help desk with role-based access, PII redaction before storage, SLA clocks and a tamper-evident audit ledger.

Next.js · TypeScript · Prisma · Postgres · Auth.js · Vitest
The drift monitor: 93 accounts compared with their model portfolios, with counts of accounts out of tolerance and uninvested, and a table of accounts ranked by how far they have drifted.The drift monitor: 93 accounts compared with their model portfolios, with counts of accounts out of tolerance and uninvested, and a table of accounts ranked by how far they have drifted.

An advisor-to-trader workflow with an asset-location engine, drift monitoring and a compliance record for every request.

React · Vite · Express · Postgres · TypeScript · Zod
Live demo in progress

Transfer Tracker

Demo coming soon

Tracks incoming account transfers from paperwork to settlement across custodians, including exceptions, assets and fees.

Next.js · React · Prisma · Postgres · pdf-lib · Zod
Live demo in progress

Statement Analyzer

Demo coming soon

Model-based extraction plus a tested 15-layer rule chain. Cut statement review from 30–45 minutes to under a minute.

Python · FastAPI · Gemini · Postgres · React · fpdf2

Experience

CurrentRegistered investment adviser

Operations & Automation Lead

Wealth management · Operations engineering

  • Designed, built and run the firm’s internal operations software, including the four systems on this page.
  • Built a client operations platform that brings CRM, custodian and warehouse data together for advisors and operations staff.
  • Automated recurring operational work with workflow automation, warehouse reporting and AI-assisted document processing.
  • Set the engineering guardrails: separate environments, an approval gate on every deploy, audit logging and security scanning in CI.

How I work

Audit trail by default

Every write is attributable and reviewable. When a regulator asks what happened, the answer is a query.

Models assist, rules decide

AI handles reading and drafting. Anything that moves money or changes a record goes through deterministic, tested logic.

Small, reversible releases

Feature flags, separate environments and an explicit approval before anything reaches production.

About

I work where operations and engineering meet. Most of what I build replaces spreadsheets, shared inboxes and manual checks with software that an operations team uses every day.

I pay attention to the parts of a system that rarely make it into a demo: who is allowed to see what, how a record proves it was never changed, what happens when an upstream feed is late, and how a mistake is caught before a client notices it.

Languages
TypeScript, Python, SQL
Frameworks
Next.js, React, Express, FastAPI
Data
Postgres, Prisma, Redshift
Infrastructure
Cloudflare, Google Cloud, Docker, GitHub Actions
Automation & AI
n8n, LLM extraction and evaluation, MCP servers

Let’s talk

I’m always glad to compare notes on operations engineering, internal tools and fintech platforms.

jeremy@jeremyhamann.dev

GitHub