At Fronseye, we believe in analyzing deeply and acting decisively. Our journey is rooted in the art of observation identifying gaps, optimizing processes, and crafting solutions that redefine business potential.
At Fronseye, we believe in analyzing deeply and acting decisively. Our journey is rooted in the art of observation identifying gaps, optimizing processes, and crafting solutions that redefine business potential.
At Fronseye, we believe in analyzing deeply and acting decisively. Our journey is rooted in the art of observation identifying gaps, optimizing processes, and crafting solutions that redefine business potential.
Company
US Wealth Management Leader
Industry
Financial Services
Location
United States
Project Duration
12 Months
Technology
WordPress, React, MySQL
A leading US wealth management company, who is an award-winning investor advocate was bothered by 2008 financial meltdown, witnessing prudent investor losing their balances. Client was sleepless by the question on,How can an investor find a truly trustworthy financial advisor? who could have averted the investors from such a downfall and that has made my client to seek for the Solution that can serve investors to reach their strategic wealth goals.
My client reached us with challenges which was more of a dream. They were looking for a Technological transformation from the current build, which had glitches in the flow and in the algorithm. Furthermore, they had challenges
A strategic six-phase implementation process designed to address each challenge systematically.
Comprehensive audit and seamless migration of data to modern infrastructure.
Redesigned interface with intuitive navigation and modern aesthetics.
Dedicated portal for advisors to manage client portfolios efficiently.
Centralized dashboard for real-time monitoring and management.
Secure communication channel between investors and advisors.
Continuous improvement system based on user feedback and analytics.
Data redundancy was minimized through WordPress migration, streamlining information flow and improving system efficiency.
Rated above competing advisor portals for prioritizing investor privacy and secure data protection.
Enabled transparent revenue sharing between partners and clients, enhancing collaboration and trust.
Over 95% of investors who hired an advisor through our solution stayed long-term, reflecting satisfaction and trust.
All investor feedback came from verified accounts, highlighting authentic and consistently positive experiences.
Enhanced security through two-level authentication, ensuring a smoother and safer user experience.