Bryan Starbuck (CTO) and his engineers built WealthFlex. A business founder

has a vision, and Bryan Starbuck brings that vision into the market.

WealthFlex2

After the IRA transfer…

Acts like a Fidelity or Schwab with

account balances.

WealthFlex3

Responsive design makes it amazing for Phones, iPads and

desktop computers

WealthFlex4

Incredible power of a self-directed IRA.

Incredibly simply experience.

WealthFlex5

Simple steps.

Great for phone customers.Great continuing on a subsequent

session.Great for account managers.Great for conversion rates.

WealthFlex6

Full SaaS recurring subscription billing system.

Credit card sign-up in the product and cash flows into the company’s bank account

account.

WealthFlex7

Document support for FinTech and financial

processing.

DocuSign integration for easy digital document signing (but not yet

deployed)

WealthFlex8

Document support for FinTech and financial

processing.

DocuSign integration for easy digital document signing (but not yet

deployed)

WealthFlex9

We LOVE and FOCUS on amazing BRANDs.

Be amazing. Turn that CUSTOMER LOVE into an asset in your brand.

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.

THE ENDBryan@WhiteHatEngineering.com@BryanStarbuck