B2B engagement · Active client
Wealth-management CRM
A bespoke investment CRM built for a wealth-management firm — portfolio tracking, deal pipeline, LP reporting.
What we delivered
An investment CRM built for a wealth-management firm: portfolio tracking, deal pipeline, LP reporting — a domain tool shaped around the daily reality of an investment firm.
An engagement handled with the rigour of an internal product: sober architecture built to last, documentation and traceability, code others can maintain after us.
A similar engagement?
This B2B engagement is active. For a bespoke domain tool of this kind, let's talk.