WealthDrive presented 540 with the challenge of building a SaaS (Software As a Service) web application that could challenge the likes of SalesForce, eMoney and others. We started with wire framing a user experience and module flow of 50+ screens. What resulted was a complete suite of tools to manage client onboarding, proposals, financial planning, human resources, billing and comp schedules and marketing automation available in a singe web application. The seamless functionality of the system allows the user to move from one module to the next with all their data presented in a clean and organized fashion. Using AWS Machine Learning we teach the software to learn and build tables to organize and present client data.
WealthDrive is a full tech stack of software for marketing, sales, project management, customer service, financial planning and insurance sales, with a completely revolutionary artificial intelligence built in at its core. The SaaS asked software can be completely white labeled.
This technology gives teams a shared view of customers along with keeping everything safe and secure by utilizing the AWS platform.