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

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.

  • 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

  • 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.

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

ASP.NET Zero, AM Charts, SignalR