Digital Wealth Management
Modernise your wealth management experience to attract tomorrow’s investors
We help wealth management organisations build tailored digital experiences adopted by both clients and advisers. With strong mobile expertise, a proven product approach and a deep understanding of the sector, we accelerate the delivery of useful, durable and scalable solutions.
Your main challenges
Too many low-value tasks, not enough wealth advisory
Advisers spend most of their time handling administrative work, often due to ageing or poorly integrated tools. Sixty-eight percent of client calls relate to low-value requests. As a result, opportunities for personalised advice shrink, inefficiency grows and client attrition increases.
Regulatory and competitive pressure challenging the model.
Between new digital entrants, rising rates and expanding regulatory demands, traditional institutions struggle to attract a new generation of investors. Teams absorbed by compliance have less time for commercial development, making AUM targets harder to reach.
An outdated experience that fails to engage tomorrow’s affluent clients
By 2035, one in two millionaires will be a millennial. More digital, more demanding. They expect transparent, personalised services available at all times. Yet many journeys still reflect the expectations of previous generations. Without a real transformation, traditional players struggle to appeal to this strategic segment.
Our approach
Design applications aligned with your business and regulatory needs
Our deep knowledge of the wealth management sector allows us to integrate operational and regulatory specifics (KYC, taxation, reporting, AUM) from day one.
Apply a proven product approach
Each feature is designed to meet a real need. It is validated on its usefulness, technical feasibility and business viability. The goal: applications that are useful, adopted and differentiating.
Invest in the features that create real advantage
Beyond the standards (biometric login, product catalogues), we strengthen your competitive edge with high-impact capabilities: streamlined onboarding, tax features, project views, ESG modules.
Deliver high-performance mobile experiences
With more than 200 applications shipped, we master cross-platform technologies (React Native, Flutter) and ptimize performance, accessibility and time-to-market without compromise.
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Our key figures
6 to 9 weeks
App rating above 4.7
Our case studies
Milleis: Reinventing the private banking client experience with a next-generation mobile app in just 6 months
Multi-platform application in React Native, designed to maximize functional coverage and divide development costs, while ensuring maintainability and security.
Yomoni: launch of a mobile app in 6 months to maximize adoption and boost scheduled payments
Mobile development from scratch in React Native, connected to a complex existing environment.
Moniwan: launch in 3 months of a Mobile App to accelerate the digitalization of real estate savings
Design, development and deployment of Moniwan's SCPI mobile application in a regulated environment.
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