WEALTH MANAGEMENT

# A tool in service
*of your ==advisors==.*

A major wealth-management player wanted its advisors and managers to share the same client information, at the same moment. A single platform, integrated with their IS, that frees up time for what their job is really about: the client relationship.

![Steering tool for advisors](https://blackcube-int.staging.blackcube.io/cache/contents/19/advisor-ed8984.jpg)

[Let's talk about your project](https://blackcube-int.staging.blackcube.io/en/contact)

## The challenge

Make sure advisors and managers share the same client information, in a logic of cooperation rather than reporting.

## What we built

A platform the teams drive every day, in continuity with their working habits.

- **UX consistent with the brand.** Intuitive journey, design aligned with the visual identity. Users find their bearings from the first session.
- **Steering for managers.** Task assignment, performance tracking, sales/advisory coordination in a single interface.
- **Full view of client potential.** Indicators and interaction history per client. Advisors focus their energy where it will have the most impact.
- **End-to-end development.** Interface and server delivered in full, real-time synchronisation with the existing IS.

![Wealth-management advisor at work](https://blackcube-int.staging.blackcube.io/cache/contents/19/blocs/125/advisor-detail-efcdad.jpg)

## What changes

![Overall view](https://blackcube-int.staging.blackcube.io/cache/contents/19/blocs/127/arrow-trending-up-ac2b7b.svg)

Overall view

The portfolio becomes readable at a glance. Client management gains in precision and fluidity.

![Aligned teams](https://blackcube-int.staging.blackcube.io/cache/contents/19/blocs/128/cog-e6da4b.svg)

Aligned teams

Sales and advice coordinated. Everyone finds their role, in a fluid collaboration.

![Stronger commercial performance](https://blackcube-int.staging.blackcube.io/cache/contents/19/blocs/129/rocket-launch-8a69ea.svg)

Stronger commercial performance

Advisors focus their energy where it counts the most. Performance follows naturally.

![Single reference](https://blackcube-int.staging.blackcube.io/cache/contents/19/blocs/130/rectangle-group-7ec846.svg)

Single reference

Real-time IS integration. One source of truth for client data.

## Summary

A discreet steering tool, calibrated for wealth management. Advisors gain visibility, managers gain peace of mind, and the client relationship lasts.