Developing a comprehensive, integrated solution for the wealth management market.
Role
Industry
Duration
A custodian portal is a comprehensive platform that supports custodians in managing financial assets and accounts on behalf of clients, typically in institutional finance or wealth management. It offers tools for asset tracking, account management, portfolio reconciliation, reporting, and regulatory compliance, while also enabling secure communication with clients and advisors. By integrating with other financial systems, the suite streamlines operations like settlements, cash management, and document storage, ensuring efficient, secure, and compliant asset management with enhanced transparency for both custodians and clients.
Theming
All components on the platform can dynamically adapt to match the user's preferred theme, whether dark or light.
Light mode
Dark mode
KPI Discovery
Our team analyzed the clients' key performance indicators (KPIs) and assessed the available data to determine which insights would be most relevant and feasible. This process enabled us to identify the necessary information for developing the dashboard widgets.
Personalized dashboards
Users can tailor their experience by selecting the dashboard that best suits their needs and seamlessly switch between dashboards.
Financial results
Asset details
Client insights
Consolidated view
In the consolidated view section, users can see all data holistically, featuring a comprehensive display of the accounts grid, clients grid, and firm grid.
Account grid
Client grid
Firm grid
Organization profile
Each organization can effortlessly manage all information and configurations directly within the platform.
Overview
General info
Branding & colors
