The mobile app that brings NEW EXPERIENCE in Wealth Management
My Wealth is a brand new Wealth Management mobile app which serves the needs of both existing and new generation of customers with adaptive UX. It enables the customers to understand the composition of their portfolio and how it changed over the past. It creates a never before seen seamless communication platform between the customer and the financial advisor. It allows customers to review their portfolio and easy invest within a few taps. It has an emphasis on the education of the customers with the help of the gamification elements and the education marketplace toolkit.