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

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.

  • 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

  • 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

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

ASP.NET Zero, AM Charts, SignalR