Sep 08, 2022
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Wealth Management Platform

Wealth Management Platform

more 1 year
United States
Service categories
Service Lines
Software Development
Domain focus
Banking & Financial Services
Business Services
Programming language
Software Development
Business Software


The development of a completely digital platform to offer digitalized wealth management and wealth advisory services to clients was challenging. Moreover, bringing in the desired automation of the consulting workflow and allowing clients globally to access the services remotely as well as anonymously was a tough task to accomplish.


The platform was developed appropriately, which allowed investors to register themselves, fill in a questionnaire for proper determination of the risk profile, and understand investment goals and time horizons. It enabled investors to easily opt for a recommended model portfolio or a customized individual portfolio.


The customized portfolio for individual investors can be conveniently created by the client portfolio construction team depending on the current situation of the market, the experience of clients, and their views. The portfolio consists of an optimal allocation of different investment instruments, which can be done with the specialized portfolio construction tool available on the platform.