Custom Software for Wealth Management Firm
- Custom Software Development Web Development
- $10,000 to $49,999
- Aug. - Sep. 2021
“It felt like a true partnership — they were building with us, not for us.”
- Financial services
- Cincinnati, Ohio
- 51-200 Employees
- Phone Interview
- Verified
A wealth management firm hired Airdev to develop a customer portal to display the full value of their service lines. They used Airtable on the backend, Bubble for UI, and integrated Zaptier to manage workflows.
The client was pleased with the customer portal prototype Airdev delivered — Airdev was a great value for money. Airdev was transparent about their workflows and utilized an internal portal for communications. Delays were relayed rapidly, and the project was completed in only a month.