Strategy and Solutions
A boutique wealth manager known for bespoke portfolios wanted to match its high-touch service with a high-quality digital experience. Clients asked for real-time portfolio views, proactive alerts, and secure messaging with their advisor—on any device. Zymr was engaged to deliver a mobile-first app that made information instant, conversations secure, and engagement measurable.
For a firm competing with larger platforms, digital presence had to feel premium yet simple. The brief: deliver clarity, speed, and trust—without drowning users in data or adding advisor overhead.
The firm’s client communication and reporting were built for quarterly cycles—not for continuous, mobile engagement.
Clients relied on PDF statements and a basic portal. Intraday moves and recent transactions were invisible until advisors followed up manually.
Advisors fielded repetitive questions (“What changed today?”, “Why is cash high?”), consuming time that should have gone to strategy and planning.
Email threads mixed personal notes with instructions, creating archival and privacy headaches. Supervisory review across advisors was inconsistent.
Larger firms already offered polished, app-based experiences. The boutique needed to level up fast without losing its personal edge.
In short, the firm needed a secure, intuitive app that surfaced the right insight at the right time—and made advisors more effective, not busier.
The gap wasn’t investment quality; it was immediacy and channel. Clients wanted confidence on-demand. Advisors wanted fewer low-value pings and more substantive conversations.
Zymr gave the firm a modern client channel that feels bespoke at scale. Advisors now communicate proactively, clients stay informed, and compliance has the audit trail it needs—without getting in the way. Digital now amplifies—not replaces—the firm’s human edge, turning engagement into growth instead of overhead.
The firm didn’t try to gamify investing; it made information easy and advisor access immediate. That combination deepened relationships and supported growth in AUM.The value wasn’t just screen time—it was better conversations. When clients are informed, meetings shift from “what happened?” to “what should we do?”
These second-order effects reduced friction across the firm—clients, advisors, and compliance all gained time and clarity.
The app became a durable differentiator: one place for truth, talk, and trust—delivered securely.
Zymr delivered an iOS/Android app plus an advisor console, built on secure APIs to the firm’s portfolio accounting and CRM systems.
We ran journey sessions with clients and advisors to define “moments that matter”: daily P/L, allocation drift, deposits/withdrawals, corporate actions, and advisor outreach. Wireframes emphasized clarity (plain-language tiles) and speed (one-tap to detail).
The app displayed real-time balances, performance vs. benchmarks, allocation charts, holdings, and transactions with drill-downs. Data syncs ran on a low-latency pipeline with caching to keep views snappy without hammering the core system.
Clients opted into push notifications for threshold breaches (e.g., drawdown > X%, cash > Y%), trade confirms, and document availability. Advisors could broadcast market notes or portfolio rationale with compliance pre-approval.
End-to-end encrypted chat supported attachments (e.g., signed letters of authorization). Conversations auto-archived to the compliance vault with retention and supervision rules.
Statements, K-1s, and reports appeared in a secure, searchable repository. Clients no longer hunted through email; advisors reduced resend requests.
A web dashboard let advisors view client activity, respond to messages, configure alert templates, and push educational content. Supervisors reviewed communications in one place.
MFA, device binding, and biometric unlock protected access. Role-based permissions limited data exposure. All transport used TLS 1.3; PII fields were encrypted at rest with key rotation.
The app made engagement continuous and purposeful: data when clients want it, context when advisors send it, and compliance guardrails by default.
The firm didn’t try to gamify investing; it made information easy and advisor access immediate. That combination deepened relationships and supported growth in AUM.The value wasn’t just screen time—it was better conversations. When clients are informed, meetings shift from “what happened?” to “what should we do?”
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