We built a mobile client portal for a private wealth firm as part of their internal systems stack, giving their clients real time access to portfolio performance, asset movements, and key investment reports on mobile.
The Product
Performance Overview
A real time snapshot of portfolio performance, showing starting value, movement, and asset allocation in a single mobile view so clients can quickly understand how their investments are tracking.
Asset Holdings
A detailed view of individual portfolio positions, allowing clients to see each holding, value, and allocation in one place for quick review and tracking.
Transactions
A clear view of recent portfolio activity, allowing clients to track deposits, withdrawals, dividends, and investment movements with detailed transaction breakdowns for full transparency.