Hero Portfolio


Wealth Management Platform | Financial Management Platform

wmp Profile

About Client

The Client

This client has a significant amount of experience in the area of wealth management. They provide individualized financing options to business owners and other individuals who are interested in making the most of their financial resources. The client provides them with the right direction so that they could grow their business. Their platform is one that is always evolving, with a central emphasis on the goals of their users and the provision of standard services to help those users achieve those goals.

sbmp Portfolio Client


The Project

The customer needed a system that would allow them to execute their initiatives online. They want that every entrepreneur is aware of the benefits that may be obtained from proper financial management and business planning. The client wanted to seek a means for each and every businessman to categorize their funds so that they could obtain the highest possible ROI.

  • Easy Maintenance Easy Maintenance
  • Large Network Access Large Network Access
  • Automatic System Automatic System
  • Economical Economical
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Elaborate analysis of the issues we encounter

Challenges & Solutions

As an IT partner and solutions provider, AllianceTek will help you follow your objective and implement strategies that are unique to your business to see it through to completion

  • Challenge

    The client wanted to offer not just one but various methods of financial planning.


    The new platform focuses on goal-based financial planning, which starts with a vision to reach that goal. It is divided into 7 sections:

    • Private wealth management: Providing ways to manage your personal wealth and utilize it to meet your financial goals.

    • Protection and insurance planning: Protect your already established wealth in the event of unexpected incidence or going forward in life.

    • Tax minimization strategies: Creating strategies that minimize tax while still abiding by tax laws.

    • Charitable planning: providing the most optimized way to fulfil your goal of supporting non-profit organizations.

    • Business planning: Providing both immediate and long-term solutions for businesses including investment strategies succession planning and key executive benefit plans.

    • Estate preservation: Assessing all parts of the state plan including investments real estate life insurance and other assets and creating a tax-advanced strategy that benefits both you and your family.

    • Legacy planning: Planning a combined strategy to increase your wealth and preserve the wealth legacy for your family.

The Result

  • A diversified platform that includes a variety of knowledgeable and skilled people that work together to create wealth management strategies that cater to the requirements of the clients. The platform is a symbol of development, expansion, and a vision for the future. Its primary emphasis is on preserving and growing your money over the long term. It offers one-of-a-kind solutions to each of its clients, allowing those consumers to significantly improve their capacity to manage their funds.


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