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

Sketch
Photoshop
Principle
.NET Core
Vue.js
BootstrapVue
Vuex
Microsoft SQL Server
Sass
Axios
Eslint
Prettier

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Get in touch with us and discover how we can support you and your business. We look forward to getting to know you.

Our Benefits:
Customers Who Trust Us:
Your Next Steps with Radity:
1
We carefully analyze your requirements
2

We sign an NDA, if needed

3

We prepare a custom proposal for your project

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