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Digital Wealth Management Platform for Financial Services

Client & Context

Modernizing Wealth Management for Digital-First Clients

The client, an established wealth management firm, relied on legacy desktop software and paper-based processes that had accumulated over years of incremental change. As digital-first competitors introduced faster onboarding and self-service experiences, the firm’s manual workflows increasingly limited both operational efficiency and the quality of the client experience.
Wealth management advisors delivering a digital client experience
Manual wealth management workflows with paper onboarding and disconnected client systems

Challenge

The Challenge: Manual Client and Advisor Workflows

  • New client onboarding, KYC and AML checks, portfolio updates, and account servicing relied heavily on manual processes and disconnected systems. Advisors spent significant time on administrative work instead of client relationships, while new customers experienced onboarding delays that digital-first competitors had already eliminated. The firm needed to modernize these workflows without losing the controls required in a regulated financial environment.

What We Built

The Solution: A Digital Wealth Management Platform

Infigo Solutions designed and built a digital wealth management platform that brought onboarding, compliance workflows, portfolio visibility, and client self-service into one connected experience. The platform automated client onboarding with built-in KYC and AML checks, provided real-time portfolio dashboards for clients and advisors, and introduced an integrated trade-execution workflow connected with the firm’s existing custodial systems. The result was modern wealth management software that improved the client experience while reducing the operational burden on advisors.
Digital wealth management platform with client onboarding portfolio dashboards and compliance workflows

50%

Faster Client Onboarding

Results

The Results: 50% Faster Client Onboarding

Client onboarding time was reduced by 50%, allowing advisors to spend less time on administrative work and more time managing client relationships. Clients gained a faster digital onboarding experience, better access to portfolio information, and more self-service capabilities, while the firm moved away from fragmented manual workflows toward a more scalable digital operating model.
Digital wealth management platform improving client onboarding and advisor efficiency

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Related Questions

Clear Answers To Help You

The firm relied on legacy desktop software and paper-based processes, and its manual onboarding was slower than digital-first competitors.

Client onboarding with built-in KYC and AML checks, real-time portfolio dashboards for clients and advisors, an integrated trade-execution workflow, and client self-service in one connected experience.

Client onboarding time was reduced by 50%, and advisors spent less time on administrative work and more time on client relationships.

KYC and AML checks are built into the onboarding workflow, so compliance steps are part of the digital process rather than a separate manual task.
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Testimonials

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5.0“We appreciated their willingness to break the project into manageable stages and discuss progress with us.”Owner, PA Electrical commissioningVerified Review
5.0“The most impressive thing about Infigo Solutions was their ability to understand our business requirements.”Marketing Director, Cleaning & Painting Company
5.0“Our experience was extremely positive overall.”Marketing Director, Fateh Ultra Con LtdVerified Review
5.0“They delivered practical solutions that improved our day-to-day operations.”Owner, Build out home solutionsVerified Review
5.0“The team was knowledgeable, responsive, and committed to delivering quality work.”Marketing Director, 5 stars reno designsVerified Review
5.0“Their experience in website and software development was evident throughout.”Marketing Team, Global TowingVerified Review
5.0“What stood out most was their ability to provide highly skilled professionals who integrated seamlessly with our team.”Marketing Team, yellow Bird Renos
5.0“The team demonstrated strong technical expertise, professionalism, and a genuine commitment to our success.”Marketing Director, Fas Trak MovingVerified Review
5.0“The team was responsive, technically skilled, and committed to delivering a solution that met our expectations.”Marketing Director, Elite Pro ConcreteVerified Review
5.0“What stood out most was their flexibility and ability to adapt to our business needs.”Owner, Umbrella MoversVerified Review
5.0“What impressed us was their understanding of our business processes and translating them into practical solutions.”Marketing Director, BM Land ScapingVerified Review
5.0“The team combined strong technical expertise with a collaborative approach.”Marketing Director, Cramers BreakingVerified Review
ExcellentRating 57 ReviewsGoodFirms
Infigo Solutions delivered a user-friendly MVP and made the entire development process smoothOur experience with Infigo Solutions was smooth and positive. They quickly grasped our operational needs and translated them into a practical MVP that our team could adopt immediately. Their communication was clear and responsive throughout development—they genuinely incorporated our feedback at every stage, making the entire process collaborative and efficient.
Infigo Solutions delivered a professional, responsive, and user-friendly websiteOur experience with Infigo Solutions was excellent from start to finish. They took genuine time to understand our business and what we wanted our website to achieve before moving into development. The team was professional, responsive, and genuinely open to our feedback throughout the project. They created a modern, responsive website that clearly presents our flooring installation, refinishing, repair, and consultation services, giving potential customers a much better experience when exploring our work and requesting quotes. Their attention to detail, communication, and willingness to make adjustments really stood out. The website has delivered exactly what we needed to represent our business online.
Infigo Solutions delivered a reliable custom software solution with excellent technical support.Our experience with Infigo Solutions was smooth and professional. They took time to understand our electrical commissioning operations and delivered custom software that streamlined our workflows and improved how we manage day-to-day processes. The team was responsive, technically skilled, and easy to collaborate with—they built a system our staff actually enjoys using.
Infigo Solutions delivered our MVP efficiently with excellent technical expertise and communication.Working with Infigo Solutions was smooth and professional. Their team grasped our MVP requirements immediately, communicated clearly throughout, and delivered a solid technical foundation for our roofing platform. What impressed me most was their responsiveness and refusal to cut corners—they built core features properly while architecting for scale, which gives us a real advantage as we grow.
Smooth collaboration with a capable and responsive development team.Working with Infigo Solutions was smooth and straightforward. They took time to understand our childcare operations and built a platform that actually solved our problems rather than forcing us into a generic mold. The team was consistently responsive to our feedback and stayed professional throughout, which made the whole process collaborative and efficient.
Professional service, smooth communication, and a website that met our needs.Working with Infigo Solutions on our website was a genuinely smooth experience. The team quickly grasped what our cleaning and painting business needed, then delivered a modern site that actually represents us well. They were responsive to every piece of feedback we gave and actively suggested improvements rather than just following our instructions. The whole development process felt collaborative and professional, making it easy for us to stay involved without any stress.
A professional and seamless experience, with responsive communicationOur experience with Infigo Solutions was professional and straightforward from start to finish. The team genuinely understood our towing and collision business and built a website that actually works for us, not just a generic template. They were responsive to every request, thoughtful about usability and design, and receptive when we wanted changes. The result is a polished, user-friendly site that clearly presents our services and makes it easy for customers to contact us.
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