A registered investment advisor and a platform for financial advisors and customers in the wealth management industry.
Building an all-around financial advisory platform for business growth
Aggregating customer financial data
Managing financial goals and providing real-time reports
Opening an investment account and monitoring investment activity
Automating routines for operational efficiency
Implementing a customer portal for optimized collaboration
Working with the legacy code
Applying a better-suited technology stack
Completing the project on a tight schedule
Planning your digital transformation?
We can help with process automation and creating end-to-end processes in a unified software system.Get in touch with us