Client-Facing Mobile App — Wealth Management Firm

Situation & Challenge

A wealth management firm was communicating with clients entirely through PDF reports emailed quarterly and ad hoc phone calls. Clients were increasingly requesting self-service access to portfolio data and document signing capabilities. The firm had no mobile presence and no secure digital document workflow.

What Coadjutant Built

iOS and Android apps providing clients with a read-only portfolio dashboard, secure document inbox, and in-app e-signature workflow for standard agreements. Built with end-to-end encryption, biometric authentication, and a backend that connected to the firm's existing portfolio management system via a secure API layer Coadjutant designed and documented.

Technology & Protocols