Strategy and Solutions

Zymr built a unified wealth management platform on Microsoft Azure to consolidate portfolio management, client engagement, and compliance workflows. The system included a robo-advisory engine that offered personalized investment recommendations based on client profiles. AI algorithms were implemented to automate risk profiling and handle KYC/AML validations. Clients could onboard digitally with e-signatures and identity verification. The platform also featured live dashboards for portfolio tracking and built-in compliance reporting that aligned with SEC, FINRA, and GDPR standards.

About the Client

A U.S.-based investment advisory firm serving high-net-worth individuals and institutional clients, the company manages multi-million-dollar portfolios and needed to modernize its technology stack to keep up with digital client expectations and growing regulatory complexity.

Key Outcomes

Over 90% of new accounts were fully digital within the first 3 months.

Robo-advisory adoption led to a 25% uptick in portfolio rebalancing frequency.

Business Challenges

The firm relied on disjointed systems for portfolio management, client onboarding, and advisory services. Portfolio insights and reporting were not real-time, and new clients had to go through slow, manual onboarding processes, including risk assessments and document verification. Additionally, the firm struggled with compliance across multiple jurisdictions and lacked an efficient, scalable digital solution to manage growing regulatory demands.

Business Impacts / Key Results Achieved

The new platform enabled 65% faster onboarding, allowing advisors to onboard clients in hours instead of days. Advisor productivity increased by 30% due to workflow automation, and real-time portfolio dashboards boosted client engagement and transparency. The firm also achieved cross-border compliance with reduced manual oversight.