Dev index

Northbridge Wealth Partners · HERE demo suite

Each app is meant to load as its own HERE view. Open several in separate tabs to try local demo mode.

• Client Relationship Manager

  Pipeline, client detail, onboarding checklist · /crm
• Client Document Vault

  Statements, IDs, extracted data with confidence · /documents
• New Account Opening

  142-field wizard with AI prefill · /account-opening
• Risk Profile & Proposal

  Questionnaire, current vs proposed, goals · /proposal
• Market Pulse

  Quote, 1Y chart, stats and news · /market
• ClearPath KYC

  Watchlist screening case review and decision · /kyc
• Demo Control

  KYC scenario toggle, seed data, presenter actions · /demo

HERE manifests: /here/apps.json · /here/README.md