[ Client ]
[ Client ]
Wealth Effect Management
Wealth Effect Management
A distribution network that closes deals. Without leaving the office.
A distribution network that closes deals. Without leaving the office.
For one of Slovakia's largest securities brokers, we designed and built the complete B2B partner platform. It is a digital infrastructure that powers how the firm's entire distribution network operates. Every intermediary who works with the firm does so through this system.
For one of Slovakia's largest securities brokers, we designed and built the complete B2B partner platform. It is a digital infrastructure that powers how the firm's entire distribution network operates. Every intermediary who works with the firm does so through this system.
€100M+ in client assets. 300+ brokers. One platform with zero overlap.
€100M+ in client assets. 300+ brokers. One platform with zero overlap.
€100M+ in client assets. 300+ brokers. One platform with zero overlap.
€100M+
managed AUM flowing through the platform
300+
active brokers dependant on the platform every day
24/7
platform availability
99.9%
uptime across all critical services
[ Results ]
€100M+
managed AUM flowing through the platform
300+
active brokers dependant on the platform every day
24/7
platform availability
99.9%
uptime across all critical services
"Our brokers no longer need to meet clients in person to close. The platform handles everything from the document, the signature, the confirmation. It changed how we distribute entirely."
"Our brokers no longer need to meet clients in person to close. The platform handles everything from the document, the signature, the confirmation. It changed how we distribute entirely."
"Our brokers no longer need to meet clients in person to close. The platform handles everything from the document, the signature, the confirmation. It changed how we distribute entirely."
[ CLIENT OPERATIONS ]
[ CLIENT OPERATIONS ]
[ CLIENT OPERATIONS ]
A contract signed in seconds. From anywhere.
The most operationally significant feature of the platform is its document signing workflow. Brokers can send any document, a new investment product agreement, a funds transfer request or a portfolio instruction directly to their client's mobile zone. The client reviews, requests a two-factor signing code via SMS and confirms in seconds. The signed document routes automatically to the broker's back-office team, with an instant notification.
The most operationally significant feature of the platform is its document signing workflow. Brokers can send any document, a new investment product agreement, a funds transfer request or a portfolio instruction directly to their client's mobile zone. The client reviews, requests a two-factor signing code via SMS and confirms in seconds. The signed document routes automatically to the broker's back-office team, with an instant notification.
The result: a distribution process that previously required a physical client meeting now completes entirely digitally. For a network of 300+ intermediaries handling thousands of client interactions annually, the operational impact is significant and the client experience is significantly better.
The result: a distribution process that previously required a physical client meeting now completes entirely digitally. For a network of 300+ intermediaries handling thousands of client interactions annually, the operational impact is significant and the client experience is significantly better.
The most operationally significant change wasn't the technology. It was the moment 300 brokers stopped needing to visit a single client in person to close a deal.
The most operationally significant change wasn't the technology. It was the moment 300 brokers stopped needing to visit a single client in person to close a deal.
[ YEAR ]
[ CATEGORY ]
2022 - ongoing
2022 - ongoing
Fintech
Fintech
B2B Platform
B2B Platform
[ INDUSTRY ]
[ COMPLIANCE ]
Securities Brokerage
Securities Brokerage
MiFID II / MIFIR
MiFID II / MIFIR
Asset Management
Asset Management
DORA Mission-Critical
DORA Mission-Critical
Financial Distribution
Financial Distribution
ISO/IEC 27001
ISO/IEC 27001
[ CATEGORY ]
Fintech
B2B Platform
[ YEAR ]
2022 - ongoing
[ INDUSTRY ]
Securities Brokerage
Asset Management
Financial Distribution
[ COMPLIANCE ]
MiFID II / MIFIR
DORA Mission-Critical
ISO/IEC 27001
[ PLATFORM ARCHITECTURE ]
[ PLATFORM ARCHITECTURE ]
[ PLATFORM ARCHITECTURE ]
One ecosystem. Three layers. Full control.
The B2B platform doesn't operate in isolation. It is the second layer of a complete three-part system. The core trading and operations infrastructure, the client-facing mobile investment zone, and the broker partner platform are fully integrated: a single data model, a single source of truth, and a single team maintaining all three.
The B2B platform doesn't operate in isolation. It is the second layer of a complete three-part system. The core trading and operations infrastructure, the client-facing mobile investment zone, and the broker partner platform are fully integrated: a single data model, a single source of truth, and a single team maintaining all three.
For technically capable partners, the platform also exposes a professional fintech REST API allowing brokers and financial intermediaries with their own development teams to integrate the platform's functionality directly into their internal systems or ERP environments. Role-based access controls ensure strict data separation: no broker sees another broker's commissions, client data, or portfolio details.
For technically capable partners, the platform also exposes a professional fintech REST API allowing brokers and financial intermediaries with their own development teams to integrate the platform's functionality directly into their internal systems or ERP environments. Role-based access controls ensure strict data separation: no broker sees another broker's commissions, client data, or portfolio details.
300 brokers. Hundreds of simultaneous sessions. Sensitive client data in motion. Not a single architectural shortcut.
We didn't just need a B2B portal. We needed infrastructure that would let our entire distribution network operate as if they had a full back-office sitting next to them. That's what accute built."
[ SECURITY & COMPLIANCE ]
[ SECURITY & COMPLIANCE ]
[ SECURITY & COMPLIANCE ]
Built for regulated environments. From the ground up.
The platform operates under the same regulatory framework as the core trading infrastructure. MiFID II, NBS supervision, GDPR-compliant data architecture, and ISO/IEC 27001-certified security management. Hundreds of simultaneous users, sensitive client financial data and real-time transaction processing demanded infrastructure designed for resilience, not retrofitted for it.
The platform operates under the same regulatory framework as the core trading infrastructure. MiFID II, NBS supervision, GDPR-compliant data architecture, and ISO/IEC 27001-certified security management. Hundreds of simultaneous users, sensitive client financial data and real-time transaction processing demanded infrastructure designed for resilience, not retrofitted for it.
Two-factor authentication, biometric access, encrypted data transmission, and granular role management are not features added to the platform, however, they are the foundation it was built on.
Two-factor authentication, biometric access, encrypted data transmission, and granular role management are not features added to the platform, however, they are the foundation it was built on.
[ BUILT FROM THE INSIDE ]