System
The Client
WealthPro approached us to assist them with the launch of their new product – the WealthPro Investment Portal. We’ve worked with the client before on a previous project and they were keen to work with us on this new venture.
The Challenge
We all have financial goals – go on a nice holiday, buy our dream home, but rarely do we know how or when to save and invest in order to make that happen. WealthPro had to be straightforward and attract people with these issues. The aim is to help the average person achieve their financial goals by helping them invest the right amount in a savvy fashion.
The investment portal had to aggregate and display investment data for the client from various platforms. To achieve this we needed to provide an innovative solution for receiving the data in a variety of formats and processing it correctly in order to successfully display it for the client in the portal.
The Approach
We built a tailored, mobile-first informative website to introduce them to the world. Behind this is an investment portal, which includes a robo-advisor. A robo-advisor computes the information a client enters when a financial goal is created and it automatically determines what funds they need to invest in to reach those goals in a specific amount of time.
Clients can log in to the investment portal and perform a number of actions. From creating and investing in goals to keeping track of their investments and managing those investments, including requesting additional amounts to be added, changing bank details, withdrawing a certain amount, and more.
There is also a CRM for financial advisors where they can receive investment requests and change requests from the client via the WealthPro portal and customize the robo-advisor for their clients’ needs.
Future Forward
There will be ongoing additions, new functionality and improvements to the WealthPro system. The portal and CRM are hosted on infrastructure that provides scalability. Most importantly the way investment data is aggregated and processed, allows us to add data from suitable investment platforms in the future.
Enter your details and we will be in touch, to set-up an obligation-free, in-person consultation to discuss your needs.
