A Multi-purpose Wealth Management System

About project

HTEC is developing a robust FinTech solution for a Swiss financial company. Our platform has significantly improved the level of satisfaction among our client’s customers and employees, empowering them with necessary insights and tools for the next-level wealth and asset management.

Challenge

Our client is a Swiss financial company providing wealth and asset management, as well as investment banking services for private, corporate, and institutional clients worldwide. HTEC is working with a multinational team of over 80 engineers from three countries, developing a broad range of complex software solutions.

The greatest challenge our team has encountered lies in the specifics of the domain. The project scope involves dealing with highly sensitive data, which makes the work demanding and unique. For example, all team members had to go through an elaborate onboarding process in a secure environment that ensures the fullest confidentiality of sensitive information.

Enabling app integration is another challenge due to the system’s complexity and security, which requires a custom-made communication between different services.

Present-day technologies allow for an unprecedented level of insight, data management, and remote activity in the digital finances. Such system operability, however, comes with a risk. This is why the highest degree of security, technical sophistication, business intelligence, and reliability was invested to mitigate possible risks when building this solution.

Capacity

Our team is in charge of creating a multi-module system that enables financial advisors and end-users to get full insight into pension plans, real estate worth, and general wealth estimation. These applications have different functionalities and purposes and are required to work independently.

One of the applications is a platform for global financial planning which allows users to get a clear insight into their assets and liabilities, calculate a personal long-term financial plan, determine an investment concept, and much more. We have made this app from scratch and are now working on improvements and additional features.

Another app helps users to determine the worth of real estate assets. It has two layers, one for end-users and another for financial advisors. In the case of buying a house, users can get an overall assessment of real estate location, such as the proximity of downtown, school, nursery school, and shopping options, as well as railway and street noise in both daytime and night-time. A mortgage calculator and an overview of total expenses of owning a house are also available with the app.

Additionally, there is a tax calculator available, as well as a risk assessment system designed to help with wealth management and insurance policies. Finally, HTEC is working on a platform that enables end clients to select all services the bank provides, such as account and payment services, retirement planning, online banking, etc.

HTEC is working on a multi-module system that provides financial advisors and end-users with a full insight into pension plans, real estate projections, and general wealth management.

Success

The HTEC-developed system includes a number of sophisticated interconnected services, which include pension plan overview, a tax calculator, wealth and real estate evaluation tool, mortgage calculator, and other digital finance services. Our platform has significantly improved the level of satisfaction among our client’s customers, empowering them with necessary insights and tools for the next-level wealth and asset management.

The system itself is secure, fast, adaptable, stable, and potentially customizable for other financial institutions to use through our continued project involvement.

Our solutions meet the highest security standards and strict regulatory compliance, with no compromises in stability and performance.