Custom React + NestJS + PostgreSQL SaaS Platform Build — RIA Compliance Operations System

Building a custom compliance-grade operations platform for a Registered Investment Advisor (RIA) fractional COO firm — RIA SOS OS. Stack: React + TypeScript, NestJS + TypeScript, PostgreSQL + TypeORM, n8n for orchestration. Zero Zapier. US-based team. This is a fixed-price, milestone-based engagement structured in two phases. ───────────────────────────────────────── PHASE 1 — 315 Hours / $7,125 ───────────────────────────────────────── Block 1 (150 hrs at $20/hr — $3,000): M1 — Infrastructure and Schema NestJS project, JWT auth, tenant guards, PostgreSQL schema with TypeORM entities and migrations, RLS policies, audit log triggers, n8n queue mode, Wealthbox and Redtail APIs confirmed. M2 — Core n8n Workflows New lead capture, appointment confirmation and reminders, client onboarding trigger, review engine, overdue transfer alert. Dead letter queue and idempotency on all workflows. M3 — React Foundation and Auth React + TypeScript project, NestJS API endpoints, JWT multi-tenant auth, role-based access control, dashboard, shared component library. Block 2 (165 hrs at $25/hr — $4,125): M4 — Core UI Modules and Onboarding Contacts module, task management, onboarding pipeline kanban, all 9 task pack templates seeded (Death Claim, RMD, Money Movement, Reallocation, Life Insurance, Annuity, Address Change, Document Upload, Service Calendar), tier gating, tenant provisioning admin view. M5 — ACAT Pipeline and Compliance Module Full ACAT kanban with all 22 fields, expected amount lock at API level, variance check with 5% threshold, compliance review queue with resolution workflow, cross-pipeline completion check with idempotency, NIGO tracking pipeline, full ACAT validation test suite. M6 — Phase 1 Testing and Handoff Integration test suite, compliance scenario testing, architecture documentation, TypeORM entity reference, operations runbook, deployment guide, 60-minute walkthrough, 14-day post-launch support. ───────────────────────────────────────── PHASE 2 — 259 Hours (separate agreement) ───────────────────────────────────────── LinkedIn intake backend (four-way routing, UTM attribution), Wealthbox and Redtail full bidirectional sync, Anvil Auto-Prepare for 10 custodian PDF document types (Schwab, Fidelity, Pershing, TD Ameritrade), Reviews, Referrals, Internal Ops and Calendar UI modules, Fireflies per-tenant routing, task pack auto-attachment logic, full tenant provisioning automation script