Auretas: Client portal, app and financial planning tool

Background

High-net-worth clients expect a clear view of their investments at any time, secure access and a direct line to their advisor. Sensitive financial data demands an uncompromising level of security.

What we did

We built an online portal and an app with an asset overview and allocation, advisor contact, document management including search and filter functions, two-factor authentication via SMS, and a rights and roles management system. On top of that comes a financial planning tool that breaks down assets by asset class and visualizes and calculates performance under various parameters.