The goal
The goal of this project was to simplify the way financial advisors were managing client’s portfolios by providing a single experience, from onboarding to maintaining the relationships with the client, instead of using different websites for each step.
In addition, to the purpose of the project was to digitalise and automate all the processes, create internal collaboration, and introduce a new service to younger generations who are used to modern technology.
In addition, to the purpose of the project was to digitalise and automate all the processes, create internal collaboration, and introduce a new service to younger generations who are used to modern technology.
