Wealth Management Platform Redesign

Wealth Management Platform Redesign

Developed comprehensive digital wealth management framework for UHNW clients, integrating ESG considerations and multi-generational planning.

The Challenge

A boutique wealth firm managing ultra-high-net-worth clients lacked a unified digital infrastructure, leading to fragmented reporting, manual workflows, and difficulty meeting evolving ESG mandates.

Our Approach

• Designed unified client portal with consolidated reporting dashboard
• Integrated ESG screening across all managed portfolios
• Built multi-generational planning module for family offices
• Automated compliance and reporting workflows

The Result

The platform now manages $120M in assets with a 60% reduction in manual reporting time and full ESG transparency across all client holdings.