Published March 3, 2026 | Version v1
Publication Open

Private wealth management platform for financial relationship managers

Authors/Creators

Description

We redesigned the CRM tool that helps users initiate and manage their clients investment journey by using advisory algorithms to identify the most suitable investments to meet their clients’ evolving financial goals and investment appetite

  • UX Audit

  • Task Flow Optimization

  • Navigational structure Redesign

  • Wireframing

  • Visual Design

Files

Private wealth management platform for financial relationship managers.pdf

Files (3.8 MB)

Additional details

Software

Repository URL
https://www.copods.co/case-studies/wealth-management/