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Software for investments, records and secure access

Private, well-structured records for the information that is too important to keep in a spreadsheet.

Sound familiar?

  • Sensitive data sitting in shared spreadsheets and email attachments
  • Maturity and due dates that only one person keeps track of
  • Passwords as the only protection on internal systems
  • Cloud tools that store your data somewhere you cannot see

What we typically build

  • Investment and asset registers
  • Maturity and due-date alerts
  • Two-step login for internal systems
  • Document vaults with access control
  • Family or partner views
  • Exports for your CA

Built for businesses like yours

Ascent product

WealthSafe

Families tracking investments across members

The problem
FDs, policies and bonds spread across family members, with maturity dates and nominees hard to find when they matter.
What we built
One private record of every investment with holders, nominee, tenure and documents attached. Maturity dates calculate themselves and the dashboard shows what matures next.
  • Auto-calculated maturity dates
  • Documents attached to each record
  • Private per user

Ascent product

Ascent Key

Companies securing access to internal systems

The problem
Internal systems protected by passwords alone, with no simple way to add a second step.
What we built
An Android authenticator app that works offline and scans QR codes, plus a web console and verification API so any in-house system can require a 6-digit code.
  • Android app plus web console
  • Works offline
  • Plugs into existing systems by API

How it works

  1. Fit call

    20 minutes, free

    Tell us the problem. We tell you honestly whether a focused tool is the right answer, and roughly what it would take.

  2. Blueprint session

    2 to 4 hours, complimentary for projects we take on

    We map your workflow together and leave you with screens, data model, timeline and a fixed price. Nothing vague, nothing weeks later.

  3. Build and launch

    Days to a few weeks

    You see working software every few days, not a big reveal at the end. It goes live on your own server, and the code is yours.

Fixed price agreed before we build. See typical price ranges.

Tell us what is slowing your team down

Twenty minutes, no cost, no pitch deck. You will leave knowing whether software is the fix and roughly what it takes.

Email us

Tell us what you want to fix. We will tell you honestly whether a focused tool is the right answer.