Helping You Deliver Expert Advice

A large wealth management company wanted to build a Wealth management platform that was intended to grow, manage, and help protect the wealth of its customers. This platform would have features for investment management, risk management, planning of estate, taxes, and charities.

Challenges: The Platform Needed To Be

Challenges: The Platform Needed To Be

  • 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.

Our Solution

  • Hire Tech Team 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
deliver solution


20% reduction in user workflow time due to enhanced usability

Technology Stacks:

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