Client Investment Portal Details

  • Advisor
  • Wealth Management

An Investment Advisor’s clients continued to request a modern and more secure way for their important information to be tracked and communicated. In response, Suite3 LLC were engaged to develop a client portal that would enable them to provide a higher level of service to their clients. The goals of the portal were simplicity, speed, security, and standout style and design.

  TECHNOLOGIES
  • Asp.Net WebAPI
  • Angular
  • Typescript
  • Azure
  • Fusion Charts
  • Orion API

Case Study: Investment Advisor Client Portal      READ

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