ABOUT THE ?USTOMER The Client is a private investment company based in the US. It has been in business for over 20 years, working with high net worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and corporations. With almost $30 billion in assets on their platform, the Client builds financial portfolios according to their customers’ demands and manages their funds and investments. CHALLENGE The Client required a replacement for their investor portal, a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The Client’s legacy investor portal was inconvenient for advisers in terms of design, performance, and cor

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