Client Report Portal is a working demo built for a three-person financial planning firm whose quarterly client reporting was a manual, error-prone, full-day exercise. Household details are entered once; each quarter the advisor opens a pre-filled report form that inherits static data and last quarter’s values, leaving only the new balances to key in. The math — cashflow excess, private-reserve targets, grand-total net worth — updates live as you type, and the Generate button stays disabled until every required balance is present.
The result is two polished, pixel-stable PDFs per client: a SACS cashflow report and a TCC net-worth overview. Built on Next.js 16 with Prisma, server-rendered PDFs via @react-pdf/renderer, and Zod validation at every API boundary — a single-runtime deploy with no Python subprocess in the loop.
