WealthDrive

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.  

Includes:

• Client onboarding with detailed contact management.
• Manage leads and opportunities and transition contacts from leads to clients.
• Account opening and data syncing with leading financial services and broker dealers.
• Proposal creator.
• Investing module with portfolio creation and modeling.
• Market data feeds.
• Phone calls and video conferencing.
• Machine learning (ML).
• Advanced queries and chart plotting.
• Ability to completely white-label.