Build a world-class portfolio and notification dashboard for wealth management, AIF investors, including family offices and treasuries
With access on
Clients for whom we’ve designed and developed world-class dashboards
1.02Mn Users
100k+ Downloads
2000 uHNI Families
₹8,000+ cr AUM
With AUM upwards of ₹10,000 Cr+ ($1 Billion)
our capabilities
We can manage end-to-end design and development
of your wealth management dashboard.
This will include
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Conceptualizing The Product
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Wireframes and Design
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Development
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Testing
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Deployment (AWS, Azure, Google Clound or Private Cloud)
Key modules in your portfolio dashboard
We can create wealth management
dashboard that will have.
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Two-factor user authentication
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Performance reports across asset classes and accounts
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Calculate XIRR and absolute performance
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Compare performance against indices
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Holding report
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Capital Gains reports
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Integrate with multiple systems for consolidated portfolio view
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Provide view access to your fund managers
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Ability to filter by Asset Class, Account Type, Time, Group/Individual view
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Notifications for drawdowns that are due
Our Work
Building a rich experience
for UHNIs
The purpose was to design a world-class Private Wealth Management app for Edelweiss’ UHNI clients. We began with the following goals in mind.
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Helping investors make better investment choices
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India
Country
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Fintech
Industry
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Website
Project
Markets Mojo, India’s Top Rated Stock & Portfolio Research Platform with over 2 million customers wanted to revamp their existing Portfolio Advisory module.
Wealthverse: One view of
your portfolio
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India
Country
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Fintech
Industry
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Mobile App & Dashboard
Project
Portfolio consolidation across service providers enables clients to have a comprehensive yet clear picture of their overall wealth.
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ValueQuest
Creating their customer facing website with the pitch deck, as well as generating comparison charts related to their performance
Why work with us
75+ man-years of Domain Expertise
Worked with leading wealth management and AIF funds with AUMs upwards of ₹8,000 crore (USD 1 billion)
Capabilities across product, design, technology
Take complete ownership of desired outcome
Ensuring data privacy and security as part of deployment
