Helping You Deliver Expert Advice

Have you come across a situation where you are working on repetitive tasks and process documents are scattered? In this age of digital transformation, we not only need to make a centralized eco-system where SOPs can be stored and be easily accessed, but where one can assign, monitor, and track task completion.

  • 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

20% reduction in user workflow time due to enhanced usability

ASP.NET Core, AM Charts, SignalR