Unified Mobile Wealth Management Portal

Based in the US, the client is a market leader providing scalable fiduciary and plan management services to employers, financial professionals, and HNWIs. Their solutions are leveraged by over 20,000 advisors globally.

• Low Engagement: The existing web portal was difficult to use and lacked the intuitive, mobile-first design expected by HNWIs.
• Security & Trust Issues: Weak security protocols and the absence of real-time data access undermined client trust and transparency.
• Performance Degradation: The legacy system experienced performance issues and limited scalability, impacting reliability during peak usage periods.
• Lack of Sophistication: Limited features, lack of advanced insights, and limited personalization failed to support sophisticated investors managing diversified portfolios.

QBurst delivered a user-centric, secure, and high-performance mobile application that successfully modernized the client experience and provided a new revenue channel.

• Mobile-First Development: The app was built using React Native and Flux Architecture with unidirectional data flow, optimizing it for fast, responsive performance and seamless experience across all devices.
• White-Label Framework: The core solution was designed as a customizable, white-labeled offering, enabling institutional partners and advisors to apply their own branding and deliver personalized experiences.
• Enhanced Security: Robust security features were integrated, including multi-factor authentication, biometric login, AES-256 encryption, and public key cryptography, ensuring GDPR compliance and protecting sensitive financial data.
• Advanced Financial Insights: Users gained access to comprehensive real-time portfolio data, including asset allocation, income projections, transaction history, and goal/spending tracking, enhancing the ability to make informed decisions.
• Scalability Assurance: The APIs were load tested (monitored via New Relic) to reliably support high concurrent usage by up to 20,000 mobile users.

• Cross-Platform Development: React Native accelerated development and delivery while ensuring a native-like experience.
• State Management: Flux Architecture was used for managing dynamic financial data in real-time, ensuring a consistent and predictable data flow.
• Security & Compliance: Implemented AES-256 encryption and other cryptographic standards to protect data integrity, supported by Apigee API Gateway for secure API management.
• Automation: Used Fastlane to streamline the mobile application deployment process.
• Third-Party Integrations: Seamlessly connected to core financial platforms like Fidelity, Pershing, and MoneyGuidePro to pull comprehensive data.

The new mobile solution delivered immediate and strategic benefits, accelerating client engagement and market reach.

• 40% Increase in Client Engagement: Achieved due to the intuitive mobile-first design and seamless portfolio access, addressing the issue of low engagement.
• 65% Reduction in Load Time: The app provided near-instant access (2-3s load times), accelerating decision-making for investors.
• 15% Increase in Advisor Adoption: The customizable white-labeled solution successfully expanded market reach and improved service delivery by partner advisors.
• Enhanced Trust: Secure, real-time access to comprehensive financial data enhanced portfolio visibility and built greater client trust.
• Robust Scalability: The platform now reliably supports high concurrent usage by the firm's large advisor base and client pool.