Industry
/Finance & Wealth management
Services
/WEALTH SUITE IMPLEMENTATION
Timeline
/6 months
Location
/LATAM - Uruguay
PAULLIER
Paullier implemented Rooftop Wealth Suite to modernize its wealth management operations without building software from scratch.
A proven platform, configured around a firm founded in 1904.
“They were very proactive and suggested new ideas to improve the client experience.”
Our role
Rather than developing an entirely custom platform, our role was to implement and configure Rooftop Wealth Suite around Paullier's business.
We customized the platform's investment workflows, reporting, permissions and visual identity while integrating it with their existing infrastructure.
By starting from proven building blocks, the team focused on delivering the functionality that truly differentiated the firm instead of rebuilding standard wealth management software.
The challenge
Paullier needed to modernize its digital operations while preserving decades of internal processes and client relationships.
Building a platform from scratch would have required significant investment, longer delivery times and unnecessary complexity.
The challenge was finding a solution flexible enough to adapt to the firm's way of working without sacrificing speed or future scalability.
The solution
We implemented Rooftop Wealth Suite as the technological foundation of the business.
Instead of reinventing portfolio management, reporting, dashboards and operational workflows, we configured existing modules around Paullier's specific requirements.
The result was a fully branded platform that felt custom-built while benefiting from a mature and continuously evolving product foundation.
A team of 6
ROOFTOP
/Project management
/Developer
/UX/UI designer
/QA tester
GOGROW
/Developer
/Developer
The deliverables
/ Wealth Suite implementation
/ Client portal
/ Third-party integrations
Why this case matters
Paullier demonstrates how financial firms can accelerate digital transformation without investing years into custom software development.
By implementing Rooftop Wealth Suite, the firm launched on a proven foundation while maintaining complete ownership of its brand, workflows and client experience.
It illustrates our approach: configure what makes each firm unique instead of rebuilding industry-standard functionality.
