Context
Portfolio consolidation across service providers enables clients to have a comprehensive yet clear picture of their overall wealth. Advanced analytics provide deeper insights which make it easier to evaluate investment ideas and take portfolio decisions. We were approached by Centrum Wealth Management to provide a beautiful, clear, insightful and simple financial reporting solution for their High Networth Individuals.
This project comprised of a wealth dashboard—Wealthverse both on desktop and mobile and a corporate website.
The challenges
- Consolidating all sources of financial data into one single view.
- Providing insights to enable HNIs to make meaningful decisions.
- Transparency of data with real-time reporting wherever applicable.
- Staying current to design trends and ease of consuming reports.
With user centricity in mind, we realised very early on that the platform itself had to be powerful, easy to consume and insightful with a wealth of information on offer…
1. Get a detailed performance summary across service providers with benchmarking
2. Monitor portfolios of linked family members
3. Understand which asset classes are performing well
4. Access the whole list of transactions made on their behalf
5. Get advanced portfolio analytics that reflects their portfolio’s performance
6. View all their holdings in one single window
7. Access and download multiple reports including Corporate Actions, Investment Maturities, Capital Gains and others