Helping You Deliver Expert Advice
Overview
A large wealth management company wanted to build a Wealth management platform that was intended to grow, manage, and help protect the wealth of its customers. This platform would have features for investment management, risk management, planning of estate, taxes, and charities.
Challenge: The platform needed to be
Our solution
Highly customizable
Client-centric (designed to be used by wealth advisors) It should
Facilitate an efficient workflow
Giving a personalized, highly engaging user experience for advisors and high net worth clientele.
WAi developed the wealth management platform for the customer using the ASP.NET Core 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, which worked on different devices, helping you deliver expert advice.
It also provided beautiful graphical insights on demand
Challenge: The platform needed to be
Highly customizable
Client-centric (designed to be used by wealth advisors) It should
Facilitate an efficient workflow
Giving 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 Core 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, which worked on different devices, helping you deliver expert advice.
It also provided beautiful graphical insights on demand
Results:
20% reduction in user workflow time due to enhanced usability
Technology Stack:
ASP.NET Core, 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.
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.
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.
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.
