Wealth Management Client Portal

Business Problem

The client manages the estate of a Forbes billionaire, including staff handling finance, accounting, and various properties worldwide.
The client did not have an infrastructure to distribute information, activities, and reports electronically and relied on manual print-and-show processes.
The platform needed to support electronic delivery of financial reports, news, events, benefits, links, workflow processes for publishing documents, application and data security, managing historical data, and role-based access control.

Business Benefits

The biggest win for the client was the ability to electronically create, manage, and distribute information to all stakeholders.
Microsoft SharePoint enabled seamless integration of the portal with other in-house systems using Microsoft technologies.
Understand connections between operations and results.
Interact with data easily for analysis and decision-making.
Rapid identification of the latest trends.
Visualized data is processed faster, improving insights and response time.

Solution Overview

Our specialized knowledge of the enterprise content management, unique workflows in the wealth management industry, and leveraging reusable assets allowed us to quickly assemble a talented team of designers, developers, testers and project managers that delivered the project in record time from start to finish. We were able to build customizations specifically around the display & role based access control requirements using Microsoft SharePoint API using C# and .NET framework.