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[ SaaS Case Study ]
AegisIQ Investor Screening Portal
A financial intelligence and screening platform with investor onboarding, gated document access, authentication, and payment processing.
Visit projectChallenge
The platform needed secure onboarding and document access for investors while keeping payment and user management flows clean.
Solution
Palentrix built the portal with Clerk authentication, Neon PostgreSQL, gated document workflows, onboarding screens, and payment processing.
Outcomes
- Investor onboarding flow with protected access
- Gated documents and user-specific portal experience
- Payment-enabled access model
- Modern Next.js 14 implementation
Tech stack
Next.js 14TypeScriptNeon PostgreSQLClerk
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