Case Study: the largest broker dealer firm achieves seamless single sign-on access with Chetu

Fintech Platform Disrupts Financial Service Industry with Single Sign-on Integration

Chetu worked with Largest Broker Dealer Firm, a FinTech-powered membership benefit organization serving registered investment advisors and independent wealth advisors. The firm needed a way to streamline access to a broad set of financial services and tools while reducing the burden of managing multiple platforms, providers, and user workflows.

Chetu built a redesigned React and Node.js-based dashboard with a categorized hierarchy, membership plan management, and single sign-on integration using OAuth, Salesforce, SAML, and JWT. The solution centralized access to products and services, enabled administrators to manage users and permissions, and supported Stripe-based subscription payments, helping advisors save time by navigating through one unified portal.