Helvetican Robo Advisor Platform

Radity created a comprehensive digital wealth management platform featuring digital onboarding, CRM, bank APIs, and intuitive interfaces. Additionally, it includes advanced security measures such as two-factor authentication.

About Helvetican AG

Helvetican AG is a boutique firm renowned for its expertise in digital wealth management and business advisory services. Upholding Swiss quality and personalized service, they cater to a wide range of clients, including individuals, families, and businesses.

The Challenge

Our primary goal was to develop a comprehensive digital wealth management platform that was not only functional and secure but also user-friendly and visually appealing. The platform was designed to address a range of requirements, including portfolio management, client data management, risk assessment, and effective communication channels.

What did Radity do?

Radity team created a wealth management platform featuring digital onboarding, CRM functionality, Bank API integration, portfolio management, and reporting tools. We focused on elevating user experience with an intuitive UI/UX design and enhanced security measures, including two-factor authentication. Also, we implemented a registration wizard to streamline the onboarding process. The process we followed:

The Results

The final product is a robust, secure, and user-friendly digital wealth management platform. It successfully simplified the wealth management process, improved client satisfaction through a friction-free user experience, and enhanced client conversions with its intuitive registration wizard and risk assessment tools.

The technology we used in this project

.NET Core
Microsoft SQL Server

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