Making personalised investment advice viable at scale
We were the core development and QA team behind BetaSmartz, a white-label digital wealth platform that helps advisers serve more clients, more efficiently.
Advisers automate routine reporting and rebalancing, freeing time for clients
The business problem
Wealth advice relied on paper onboarding, manual risk profiling and a tangle of disconnected tools. That made personalised advice expensive to deliver, so clients with smaller portfolios were often not worth serving.
What we did
Our team worked with BetaSmartz's onshore product and management teams to build the platform's foundations, from the user interface to the business logic. We ran a rigorous QA process focused on the accuracy of financial calculations and the integrity of client data.
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A 30-minute conversation with a director.
No sales script. Tell us what is getting in the way, and we will tell you plainly whether we can help.