Nicola Wealth is a full-service Wealth Management firm offering risk management, taxation, estate planning, and investment advisory services that help business owners, professionals and other high net worth individuals reach their financial goals.
Industry : Financial Services
The client used to provide its users with a traditional off-the-shelf solution for portfolio management. This meant incapability to enhance the software with the client’s tailored features to fine-tune custom portfolios.
The increasing business demanded a tool for a full cycle of operation with portfolios and a customizable interface layout. So the company decided to get a custom portfolio management application capable of providing users with the best customer engagement experience.
Scalex, with its experience in the development of tailored digital solutions and a previous record of successfully delivering FinTech projects, designed and developed essential features for portfolio management applications required by advisors.
The new application provides advisors with instruments that optimize their day-to-day business activities. This comprises initial customer conversation, ongoing discussions, compliance, performance, tax reporting, and billing. The solution also consists of modeling, comparison, and analysis tools.
The new portfolio management solution allowed the client to accomplish the purposes of cutting costs on the traditional software, implementing a portfolio management solution customizable for business requirements, and providing the best service to the users.
With the portfolio management application, the client was also able to accomplish outstanding financial results and had a direct impact on bringing more assets to the platform.
Technologies we leveraged while developing Nicola Wealth
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February 28, 2020
3690 Brownton Road, Mississippi