Leotrim Selmanaj Financial Planning

This is a premium financial planning and retirement services platform built with Next.js 16, React 19, and TypeScript. I was contracted to handle the backend development, migrate the database from SQLite to Prisma with PostgreSQL, and build the administrative dashboard frontend with a fully responsive, production-ready UI.

Features

• Lead Intake System: public contact forms feed directly into a secure backend, creating structured leads for financial advisors
• Lead Status Pipeline: leads move through New, Contacted, Meeting Scheduled, and Client stages to track the sales funnel
• Admin Dashboard: custom-built interface for viewing, filtering, and managing incoming financial service inquiries
• Lead Detail View: advisors can review client info, interests (insurance, pension, retirement, etc.), and messages in one place
• Internal Notes System: staff can attach private notes to each lead for follow-ups and case tracking
• Prisma + PostgreSQL Backend: migrated from SQLite to a scalable, production-grade database built for financial data
• Next.js 16 App Router: server & client components for fast, secure, and SEO-friendly financial service pages
• Fully Responsive Admin UI: works cleanly across desktop, tablet, and mobile for advisors on the go

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