Overview
A large wealth management company required a platform built to grow, manage and protect Customer wealth, with features such as investment and risk management, planning of estate, taxes and charities.
Challenge
- 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
- A scalable application with adaptability for integration of new services
Our Solution
- WAi developed a wealth management platform for customers using ASP.NET Zero framework.
- We built this application as a modern digital front-end
- A fully customizable and client-centric application, with wealth advisors as primary end users.
- The use of cutting-edge technology to create a fast and responsive application for delivering expert advice.
- Provide graphical representation of data for analysis and faster decision making.
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
Hire Tech Team 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
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
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
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