A business tool designed for wealth management firms.
kernel-lab.dev
full presentation at launch
01 ~ the project
Wealth management advice is a demanding profession: client follow-up, administrative rigour, compliance. Every hour spent on tools is an hour less devoted to advice.
This CRM, built to measure with advisers, brings their activity together and simplifies their day-to-day work, so they can devote themselves fully to their clients.
WHAT WE BUILT
THE USER JOURNEY
THE SCREENS
THE TECHNOLOGIES
Features, screens and technologies will be presented here when the product launches.
