About Our Client
A leading wealth management firm based in the United States. It offers investment-related advice such as credit and financial consultation, financial advice and consultancy services, etc.
Client's Challenges:
- The client wanted an online platform to manage their client portfolios, track prospects, generate presentations, and select investment products to meet clients' investment requirements.
- The client also wants to build various analyses such as MVO, Financial Forecast, and Monte Carlo simulation.
Hexaview Solutions:
Hexaview delivered an end-to-end functional web application with the following features:
- The UI Design of the web application gives a clear-cut view and vivid user experience.
- It lets advisors manage their clients' portfolios, accounts, and investments.
Impact
- The application became more user-friendly and secure with the multi-factor authentication feature.
- Since we made the application with open source, the client turned more comfortable.
- The presentation of the application got enhanced.
Key Success Factor
Our team has a good understanding of wealth management applications and study of the industry standard for Investment analysis.
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