Cross Platform Application With Cutting Edge Technology to Manage and Protect Customer Wealth.

Overview

A large wealth management company required a Wealth management platform built to grow, manage and protect the wealth of its customers. This platform would have features for investment management, risk management, planning of estate, taxes and charities.

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Challenges

Our solution

The platform needed to be highly customizable, client-centric and specifically designed for wealth advisors

It required the facilitation of an efficient workflow to give a personalized, highly engaging user experience for advisors and high net worth clientele

The application should be scalable and new services can be integrated

WAi developed the wealth management platform for the customer using the ASP.NET Zero framework.

We built this application as a modern digital front-end

The application was a highly customizable, client-centric solution keeping in mind its primary usage by wealth advisors

The use of cutting-edge technology was implemented to create a fast and light application, that worked on different devices, delivering expert advice

The solution provided graphical insights on demand

Challenge: The platform needed to be

The platform needed to be highly customizable, client-centric and specifically designed for wealth advisors

It required the facilitation of an efficient workflow to give a personalized, highly engaging user experience for advisors and high net worth clientele

Our solution

WAi developed the wealth management platform for the customer using the ASP.NET Zero framework.

We built this application as a modern digital front-end

The application was a highly customizable, client-centric solution keeping in mind its primary usage by wealth advisors

The use of cutting-edge technology was implemented to create a fast and light application, that worked on different devices, delivering expert advice

The solution provided graphical insights on demand

Results:

Created a cross-platform application to manage and protect customer wealth using cutting edge technology

Technology Stack:

ASP.NET Zero, AM Charts, SignalR

What our customers are saying

Alex Dunlop

WAi was recommended to me by a friend.  I have been working with WAi Technologies for about 2 years now. WAi Tech have been very personable. I would highly recommend them to anyone looking for help in this industry.

Alex Dunlop
CEO, Wunderbook

Rene Correa

From the beginning it has been a very professional approach to project development. A dedicated group of professionals for every aspect of your project that make sure goals are reached and milestones achieved.

Rene Correa
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Patrice Kouame

WAi has proven to be a very flexible and skillful partner when timelines and budgets are tight. The team has never backed away from a challenge and maintains a keen eye on customer satisfaction and process improvement.

Patrice Kouame
CTO, Laisar Management

Halil Ibrahim Kalkan

HireTechTeam provides a perfect blend of experience and expertise on ASP.NET Zero framework. I recommend their Modern DevOps team services that provide great value to ASP.NET Zero customers at every stage.

Halil Ibrahim Kalkan
Lead Architect, ASP.NET Zero