WEALTH MANAGEMENT

# ==360-degree== client view
*for wealth-management advisors*

A major wealth-management actor wanted to equip its advisors and give its managers a real-time view of the portfolio. The outcome: a single platform integrated with the existing information system, saving time for some and giving visibility to others.

![Advisor steering tool](https://blackcube.io/cache/contents/19/advisor-ed8984.jpg)

[Let's talk about your project](https://blackcube.io/en/contact)

## The challenge

Centralise client information to drive the relationship and commercial performance day to day, on the advisor side as well as on the manager side.

## What we built

A platform driven daily.

- **UX consistent with the brand.** Intuitive journey, design aligned with the visual identity. Users find their way from the first session.
- **Commercial steering for managers.** Task assignment, performance tracking, sales/advisory coordination in a single interface.
- **360-degree view of client potential.** KPIs and interaction history per client. Advisors target opportunities, not noise.
- **End-to-end development with IS integration.** Interface and server delivered in full, real-time synchronisation with the existing IS.

![Advisor at work](https://blackcube.io/cache/contents/19/blocs/125/advisor-detail-efcdad.jpg)

## What changes

![Tightened client follow-up](https://blackcube.io/cache/contents/19/blocs/127/arrow-trending-up-ac2b7b.svg)

Tightened client follow-up

No more blind spots on the portfolio. Client management is precise, fact-based, current.

![Aligned teams](https://blackcube.io/cache/contents/19/blocs/128/cog-e6da4b.svg)

Aligned teams

Sales and advice coordinated. Managers steer, advisors execute, without friction.

![Conversion rate up](https://blackcube.io/cache/contents/19/blocs/129/rocket-launch-8a69ea.svg)

Conversion rate up

Effort is concentrated on the right clients at the right time. Conversion follows.

![Single source of truth](https://blackcube.io/cache/contents/19/blocs/130/rectangle-group-7ec846.svg)

Single source of truth

Real-time IS integration. One authoritative record for client data.

## Summary

A well-designed steering tool transforms the client relationship in wealth management. Centralised access, controlled follow-up, coordinated teams: commercial performance and customer satisfaction follow.