JMFL Wealth Management Dashboard For UHNI & HNI Clientele

Client JMFL Wealth Dashboard
Project Portfolio Management, Application
Industry BFSI
Strategy

JMFL Wealth Management Dashboard For UHNI & HNI Clientele

Outcomes

An easy user workflow that helps users to find relevant information quickly Data visualization that enables better investment assessment Multiple graphical representations were made to draw insightful data on the go Easy access to JMFL advisors so users can make better decisions Happy customers who appreciate simplified data Security layers to keep user’s data safe The entire experience could be downloaded and shared on the go