Wealth Management Client Portal

Client is managing one of the Forbes billionaire’s estates with staff that manages finance, accounting and various properties around the world. The client did not have an infrastructure to distribute information, activities, and reports electronically. They were still using manual print and show process to present reports. Specifically the client was challenged with: Electronic delivery of financial reports, news, events, benefits, links etc. Workflow processes associated with publishing documents electronically Application and data security Managing historical data requirements Role based access control.