A unified wealth platform for advisors and their clients.
A regulated wealth manager replaced seven internal tools with one product. Built to be used daily by advisors, learned in hours by new joiners, and inspected without argument by compliance.
A stylised recreation of the product. Names, figures and documents are illustrative.
The problem as the firm saw it.
The firm had grown to eighty advisors across three cities. Clients were onboarded through spreadsheets, vendor portals and email threads. Every handoff added a day. Compliance had flagged client data living in three systems with no clear lineage.
Leadership had one conviction: invest in one product, not seven integrations. They wanted a partner who could think through the regulated edges of the work, not a vendor who could only draw screens. Six firms pitched. We won on a two-page memo.
Four phases. One small team, start to finish.
Each phase had its own definition of done. One lead, one researcher, two product designers, with engineering oversight from a senior partner. The same four people stayed on from kick-off to launch.
Discovery, in the field
We sat with advisors in Mumbai, Pune and Bengaluru, and rode along on three client meetings. We mapped the onboarding sequence that happens in practice, not the one in the manual. The brief we wrote replaced four earlier internal documents.
Weeks 1 to 3Architecture and compliance
The platform had to behave like one tool to advisors and like seven systems to compliance. We modelled the data flows, drew the role-based access matrix, and chose a stack that can be audited end to end. We worked with the compliance lead, not around her.
Weeks 3 to 5Design and build, in parallel
Three surfaces: client onboarding, a portfolio review workspace, and a knowledge hub that searches the firm's own playbooks. Designed in two-week sprints, built alongside by the firm's engineers, with our pod embedded for reviews and architectural calls.
Weeks 5 to 14Pilot, refine, embed
Released to twelve advisors first, with weekly research calls for a month. The onboarding sequence, the workspace defaults and the search all changed because of those sessions. Now in use across the full advisory team, on a quarterly review cadence we still run.
OngoingWhat changed in the first six months.
Seven internal tools are gone. New advisor onboarding moved from days to hours. Compliance has stopped flagging data lineage. Advisors open the platform because they want to, not because the firm makes them. That is the outcome we cared about most.
They did in eleven weeks what our previous vendor could not do in a year. Harder questions, fewer slides, and a product we actually use.Chief Operating Officer · Wealth management firm · Mumbai