Dashboard of a Wealth Management Advisor
Sowefund is a French co-investment platform that allows anyone to become a shareholder in start-ups and scale-ups alongside professional investors.
This project involved designing a new vertical dedicated to Wealth Management Advisors (WMA), enabling them to manage their clients (individual investors) directly on the platform.
The main objective was to allow WMAs to add their clients, offer them co-investment solutions, and manage all associated data and transactions.
Here are the key features of this new vertical:
Login or registration using the WMA's referral code, linked to their organization.
Profile validation through a KYC (Know Your Customer) process.
Adding an individual investor by entering their information and allocation.
KYC validation for an individual investor.
Overview of all their clients, transactions, and wallets....
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Available for freelance works