A Wealth Management Corporation

Existing wealth management methods or processes were mostly done manually and data capturing required physical forms or Excel spread-sheets. The absence of a centralized repository to consolidate data for tracking, decision making and analysis greatly hampered the client’s progress. We were tasked with one simple request – to provide a reliable and solid IT solution for a systematic and standardized platform to facilitate a stable wealth management system.

Fusionex provided core development expertise to rapidly build this system that was needed to facilitate the capturing of data and has the ability to provide wealth management information electronically and effectively using modern techniques. With tracking and streamlining capabilities, our client’s mobile team can now access the system and retrieve powerful information any time at any location. The system also provided users with standardized methods to update and track wealth and financial data. By automating a system, waiting time reduced by 25% and there was a marked increase in productivity.