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.

Wealth management banner

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.

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
Logman

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