Fibonalabs engineered a digital platform to empower the Financial Advisory Ecosystem.
This wealth management firm approached us with an objective to build a secure, robust, and simplified digital platform using latest technology through which financial advisors can manage their clients, increase their share of wallet, and also offer multiple products through one platform.
The application is successfully being used by a large number of advisors to communicate with and provide financial advice to their clients. It helped advisors to diversify their offerings and become more efficient in providing the best products available according to the end customer's needs. The platform also helped them to democratize their knowledge of various financial products.