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.
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
- The application should be scalable and new services can be integrated
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
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