Bryan Starbuck and his engineers at WhiteHat Engineering built WealthFlex to bring a business founder's vision for a self-directed IRA platform to market, designing the product from the ground up including writing all of the code, creating the user interface, and architecting the full software-as-a-service system to allow customers to easily manage their retirement accounts online through a simple and responsive design.

1. Bryan Starbuck (CTO) and his engineers built
WealthFlex. A business founder has a vision,
and Bryan Starbuck brings that vision into the
market.

2. WealthFlex2
After the IRA
transfer…
Acts like a Fidelity or
Schwab with
account balances.

3. WealthFlex3
Responsive design makes it
amazing for Phones, iPads and
desktop computers

4. WealthFlex4
Incredible power of a self-directed
IRA.
Incredibly simply experience.

5. WealthFlex5
Simple steps.
Great for phone customers.
Great continuing on a subsequent session.
Great for account managers.
Great for conversion rates.

6. WealthFlex6
Full SaaS recurring subscription
billing system.
Credit card sign-up in the product and cash flows
into the company’s bank account account.

7. WealthFlex7
Document support for
FinTech and financial
processing.
DocuSign integration for easy digital
document signing (but not yet deployed)

8. WealthFlex8
Document support for
FinTech and financial
processing.
DocuSign integration for easy digital
document signing (but not yet deployed)

9. WealthFlex9
We LOVE and FOCUS on
amazing BRANDs.
Be amazing. Turn that CUSTOMER
LOVE into an asset in your brand.

10. Bryan Starbuck (CTO) & his engineers:
We architected 100% the product.
We wrote 100% of the code.
We created 100% of the UI designs.
We designed the product from the business founder’s broad
vision.

11. THE END
Bryan@WhiteHatEngineering.com
@BryanStarbuck