Development of a User-Centric Financial Advisory Mobile Platform

Financial advisory firms struggle with providing advisors real-time access to consolidated client data, limiting their ability to build profitable relationships and offer timely advice. End clients also lack intuitive tools to monitor and manage their investments over time, impacting overall client satisfaction and retention.

A mid-sized financial advisory firm seeking to enhance client engagement and advisor efficiency through integrated mobile solutions.

• Implement secure mobile applications enabling advisors to quickly review client balances, performance metrics, and holdings in real-time.
• Develop a user-friendly end-user app that allows clients to monitor the evolution of their financial investments, with personalized insights.
• Improve data consolidation and presentation to facilitate informed decision-making for both advisors and clients.
• Enhance system security, scalability, and performance to support growing user base and data volume.

• Advisor Dashboard: Enables quick access to clients’ consolidated financial data, including balances, holdings, and performance metrics.
• Client Investment Tracking: Provides end users with tools to visualize investment evolution over time, including historical data and performance analytics.
• Data Integration Layer: Supports secure, real-time synchronization with underlying financial data repositories.
• User Authentication & Authorization: Ensures secure access tailored for different user roles (advisors vs clients).
• Push Notifications & Alerts: Keeps users informed about significant changes or milestones in their financial data.
• Analytics & Reporting: Presents actionable insights to both advisors and clients for strategic decision-making.

• Financial data repositories for real-time data synchronization
• Secure authentication providers
• Notification services

• High scalability to support increasing user base
• Performance optimized for quick data retrieval and display (e.g., sub-second load times)
• Robust security measures including encryption and role-based access control
• Compliance with data privacy regulations (e.g., GDPR, PSD2)

The new mobile platform is expected to significantly enhance advisor-client relationships, enabling advisors to deliver more timely and personalized financial advice, thereby increasing client satisfaction and retention. The solution aims to improve operational efficiency and support data-driven decision-making, with measurable improvements in client engagement metrics and system performance.