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Turning a vision into an online advisory tool

Advice Online

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  • Category: Digital Transformation Business Strategy Mobile and Web Development Financial Services Data and Analytics

Advice Online was founded in 2012 by Christian Neff who believed that the web would be the next big player in the banking industry. This led to a completely new service in the financial advisory business.

The challenge

The company’s goal was to deliver a complete advisory process from the first interaction to serving the client with a state-of-the-art advisory report. Based on this report, the client assigns a financial advisor to execute the investment solution. We acted as a software development partner, delivering the online portal envisioned from the ground up.

The strategy

The software tool we developed optimized a process that usually takes hours or days and produces the final result in less than 10 minutes.

On the functional side, we ensured Advice Online offers everything necessary to optimize the advisory work for financiers. This includes a white-label function for implementing individual corporate identities to the page and reflecting company specifics. A file browser allows storage of any kind of information or sales materials. We also built in an investment solution function for managing own products down to a single instrument layer, defining the risk/return matrices. Finally, we worked to create convenient and easy-to-use portfolio manager masks.

The outcome

The result was a state-of-the-art advisory software tool, compliant with the highest finance and regulatory standards. Now, advisors have more time to invest in client retention and client base growth.

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