“We had a critical business problem and we needed a solution that could deliver results very quickly and cost-effectively. Exadel delivered on all points.”
Executive Director at the company

Wealth Management Company Case Study

About the Company

This wealth management company is one of the world’s largest asset management groups with over $8 billion in assets under management on behalf of over 25 million private, professional, and institutional investors.


The world of wealth management has evolved, with financial advisors and wealth managers now needing to be mobile and wherever their clients are. This means they’re getting out from behind their desks and hitting the road. They are using their laptops, tablets, and phones to provide hands-on service at a client’s workplace or home, or even a coffee shop.

Wherever they are, financial advisors need access to their entire “work environment,” in order to best serve their customers and out-do the competition. Further, it’s absolutely imperative that all apps and data must be secure.

This wealth management company recognized the need for flexibility and up-to-the-minute, secure information to better fit the modern way of doing business.


The company entrusted Exadel with designing and building the architecture for an iPad mobile web app with the goal of increasing functionality and efficiency.

Some of the key aspects of the app include:

  • Client portfolios
  • Calendars
  • Activity planning and tracking
  • Work lists
  • Trades
  • Geo-location to find clients “Near Me”
  • Offline access

The app is a one-stop-shop for wealth managers.

The app provides:

  • More timely multichannel communications
  • Risk management
  • Compliance monitoring
  • Client education
  • Improved planning

The app has been hugely successful, with significant improvements in productivity and efficiency, including increased sales thanks to up-to-date fund information, increased mobility from going paperless, and a more modern professional image.

With the help of the app, wealth managers were able to focus on deepening the advisor-client relationship and improving client loyalty.

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