Case studies
Transform Wealth Management Boost Efficiency, Delight Users
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Our client is a prominent wealth management platform that delivers comprehensive financial planning services. Their diverse range of solutions encompasses areas such as investment management, estate and tax planning, accounting, and retirement planning.
The platform targets Wealth Advisors globally, aspiring to boost their operational efficiency, provide superior client experiences, streamline business growth, and enable efficient partner channel management with economic advantages.
The client operates a state-of-the-art digital wealth management platform tailored for global Wealth Advisors. The platform encapsulates a myriad of financial planning services ranging from investment management to retirement planning. Recognizing the importance of evolution in the digital landscape, regular platform updates are integral, aiming to enhance operational efficiency, deliver unparalleled client experiences, and foster robust business growth. Such updates not only refine existing features but also incorporate new functionalities, ensuring that the platform remains at the forefront of innovation and comprehensiveness in the wealth management sector.
Given its vast userbase of global Wealth Advisors, it was paramount for the platform to be agile and responsive to user demands. This required crucial enhancements in modules like the Prospect and Client Member Modules and the Workflow Module. Additionally, there was a pressing need to refine features such as Risk Managed Service, Legacy Planning, Managed Accounts, and more. Enhancing the platform's search capabilities to be faster and more precise was another critical challenge.
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Through the synergy of modern frameworks, the codvo.ai team embarked on a technical journey to revamp the platform:
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