Confidante
Confidante is a cloud-based reporting and planning platform for financial advisers and wealth managers, as well as family offices, private client accountants and fund managers. It pulls together data across a client’s investments, including complex private equity and debt holdings, into a single view, and gives the end client their own secure portal to view that data and track their goals directly. It’s designed to let advisers spend less time pulling together data and preparing reports, and more time adding value for their own clients.
Sector: Finance
Type: Wealth management service
Tech stack: Python, Django, Vue.js
Team: Oleg L., Astghik K., Andrii H., Yehor M.,

TGA is behind every part of Confidante’s technology today, from how it’s architected to the systems clients actually see. In practical terms, that means each advisory firm using Confidante gets its own secure, separate environment for its clients’ data, rather than sharing infrastructure with other firms, important for a platform handling sensitive wealth information. New features are tested thoroughly before being rolled out, so firms don’t experience disruption to their live service. Under the hood, the backend is built in Python using the Django framework, with a Vue.js frontend, each client’s data sits in its own database, and the whole system runs on cloud infrastructure that can scale as more firms join. TGA is responsible for Confidante’s technology end to end, from architecture down to the systems clients use directly.

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