ABOUT THE CLIENT
Lifeworks Advisors is a US-based wealth management company that assists their customers in complex wealth management operations. Their range of services includes financial management and planning and investment strategy design.  

BUSINESS CONTEXT
The main challenge Lifeworks Advisors faced was using separate systems for aggregating customers’ financial data, managing financial plans, opening investment accounts, and monitoring investment activity.

The client needed to:
- build an all-around platform for wealth management and financial advising in 8 months to present the product at a wealth management conference
- complete the project within a tight deadline due to commitments to investors and time lost working with the local vendor 

Learn how we helped our client build an all-in-one platform for financial advisors and their customers.