[ Client ]
[ Client ]
Wealth Effect Management
Wealth Effect Management
Every investor. Full control. 24 hours a day.
Every investor. Full control. 24 hours a day.
The client zone is the investor-facing front end of the complete software ecosystem accute builds and continuously develops for Wealth Effect Management, one of Slovakia's largest securities brokers. Behind a clean, secure web interface sits a network of more than ten integrated systems: the core trading platform, document management, regulatory reporting, the broker B2B portal, and the mobile trading application. For the investor, it appears as one seamless experience. For the firm, it is a single source of truth across their entire operation.
The client zone is the investor-facing front end of the complete software ecosystem accute builds and continuously develops for Wealth Effect Management, one of Slovakia's largest securities brokers. Behind a clean, secure web interface sits a network of more than ten integrated systems: the core trading platform, document management, regulatory reporting, the broker B2B portal, and the mobile trading application. For the investor, it appears as one seamless experience. For the firm, it is a single source of truth across their entire operation.
The client-facing layer of a complete investment platform. Built for thousands of investors managing real portfolios.
The client-facing layer of a complete investment platform. Built for thousands of investors managing real portfolios.
The client-facing layer of a complete investment platform. Built for thousands of investors managing real portfolios.
10+
integrated systems behind a single client interface
24/7
real-time portfolio access with institutional-grade data integrity
99.9%
uptime across all critical API services
€100M+
managed AUM through the platform
[ Results ]
10+
integrated systems behind a single client interface
24/7
real-time portfolio access with institutional-grade data integrity
99.9%
uptime across all critical API services
€100M+
managed AUM through the platform
"We needed a client interface that matched the sophistication of the institution behind it without making clients feel like they were using institutional software."
"We needed a client interface that matched the sophistication of the institution behind it without making clients feel like they were using institutional software."
"We needed a client interface that matched the sophistication of the institution behind it without making clients feel like they were using institutional software."
[ INVESTOR EXPERIENCE ]
[ INVESTOR EXPERIENCE ]
[ INVESTOR EXPERIENCE ]
Everything an investor needs to manage their wealth. In one place.
The client zone gives every investor a complete, real-time view of their investment relationship with the firm. Portfolio overview, individual security performance, cumulative returns, transaction history from the first day of the contractual relationship. All displayed with the accuracy and timing requirements of a regulated investment environment. Trading instructions and order submissions are handled directly through the zone, with the same execution quality as the institutional backend.
The client zone gives every investor a complete, real-time view of their investment relationship with the firm. Portfolio overview, individual security performance, cumulative returns, transaction history from the first day of the contractual relationship. All displayed with the accuracy and timing requirements of a regulated investment environment. Trading instructions and order submissions are handled directly through the zone, with the same execution quality as the institutional backend.
Beyond portfolio management, the zone handles the full administrative lifecycle of the investor relationship: document signing via 2FA SMS code, investment questionnaire updates, financial goal setting and progress tracking, and a referral system for bringing new investors to the platform. Every action that previously required a physical visit or a phone call to an advisor is available online, at any hour, with full audit trail and regulatory compliance.
Beyond portfolio management, the zone handles the full administrative lifecycle of the investor relationship: document signing via 2FA SMS code, investment questionnaire updates, financial goal setting and progress tracking, and a referral system for bringing new investors to the platform. Every action that previously required a physical visit or a phone call to an advisor is available online, at any hour, with full audit trail and regulatory compliance.
Ten integrated systems. One interface. Every investor action, from trade execution to contract signing available without leaving home.
Ten integrated systems. One interface. Every investor action, from trade execution to contract signing available without leaving home.
[ YEAR ]
[ CATEGORY ]
2022 - ongoing
2022 - ongoing
Fintech
Fintech
Investor Platform
Investor Platform
[ INDUSTRY ]
[ COMPLIANCE ]
Securities Brokerage
Securities Brokerage
MiFID II / MIFIR
MiFID II / MIFIR
Asset Management
Asset Management
DORA Mission-Critical
DORA Mission-Critical
Investment Banking
Investment Banking
ISO/IEC 27001
ISO/IEC 27001
[ CATEGORY ]
Fintech
Investor Platform
[ YEAR ]
2022 - ongoing
[ INDUSTRY ]
Securities Brokerage
Asset Management
Investment Banking
[ COMPLIANCE ]
MiFID II / MIFIR
DORA Mission-Critical
ISO/IEC 27001
[ SECURITY & COMPLIANCE ]
[ SECURITY & COMPLIANCE ]
[ SECURITY & COMPLIANCE ]
Institutional-grade security for a web-facing interface.
A web interface connected to live investment accounts and regulated financial data requires a fundamentally different security architecture than a standard web application. The API layer governing all communication between the client zone and the core system is the primary security boundary: controlling connection volumes, blocking anomalous access patterns, preventing unauthorised state changes, and enforcing rate limits across every endpoint. It was designed with the same rigour as the core system itself.
A web interface connected to live investment accounts and regulated financial data requires a fundamentally different security architecture than a standard web application. The API layer governing all communication between the client zone and the core system is the primary security boundary: controlling connection volumes, blocking anomalous access patterns, preventing unauthorised state changes, and enforcing rate limits across every endpoint. It was designed with the same rigour as the core system itself.
Two-factor authentication protects all sensitive actions from document signing, instruction submission to account changes. The platform has passed inspection by the National Bank of Slovakia and operates in full compliance with MiFID II, GDPR, and all applicable regulatory frameworks for a supervised investment firm. Every interaction is logged, traceable, and auditable. Security was not added to the client zone. It was built into its foundation.
Two-factor authentication protects all sensitive actions from document signing, instruction submission to account changes. The platform has passed inspection by the National Bank of Slovakia and operates in full compliance with MiFID II, GDPR, and all applicable regulatory frameworks for a supervised investment firm. Every interaction is logged, traceable, and auditable. Security was not added to the client zone. It was built into its foundation.
Four layers. One data model. One team that knows what happens when a compliance change in the core system reaches the investor's screen.
Our clients interact with our entire operation through this interface. It had to be as robust as the systems behind it and as simple as possible for the people in front of it. accute delivered both.
[ ECOSYSTEM INTEGRATION ]
[ ECOSYSTEM INTEGRATION ]
[ ECOSYSTEM INTEGRATION ]
One platform. Four layers. Built and maintained as one.
The client zone is the third of four integrated layers accute designs, builds, and continuously develops for Wealth Effect Management. The core WEMintelligence trading and operations system forms the foundation. The client zone provides the investor-facing web interface. The mobile trading application delivers real-time access from any device. The B2B broker platform gives the firm's 300+ distribution partners the tools to manage client relationships and process instructions without manual intervention.
The client zone is the third of four integrated layers accute designs, builds, and continuously develops for Wealth Effect Management. The core WEMintelligence trading and operations system forms the foundation. The client zone provides the investor-facing web interface. The mobile trading application delivers real-time access from any device. The B2B broker platform gives the firm's 300+ distribution partners the tools to manage client relationships and process instructions without manual intervention.
Each layer is developed as part of a single architecture. A common data model, a single API backbone, one team maintaining all four. New features developed in the core system become available in the client zone. Compliance changes propagate automatically across the ecosystem. The firm does not manage four separate vendor relationships, they rather have one partner who understands the full picture, from NBS regulatory requirements to the UX decision that determines whether an investor places a trade or calls their broker instead.
Each layer is developed as part of a single architecture. A common data model, a single API backbone, one team maintaining all four. New features developed in the core system become available in the client zone. Compliance changes propagate automatically across the ecosystem. The firm does not manage four separate vendor relationships, they rather have one partner who understands the full picture, from NBS regulatory requirements to the UX decision that determines whether an investor places a trade or calls their broker instead.
[ BUILT FROM THE INSIDE ]