Case Study

Enabling a holistic view of wealth in one place

A secure, award-winning platform to access data and documents, anytime and anywhere.

Challenge

JTC is a leading corporate services and private wealth management firm that offers its Private Office customers comprehensive financial and family office services to protect and enhance family wealth and non-financial affairs. In order to provide a suitably elite digital experience, JTC sought to offer customers a powerful and secure online platform that enables them to easily access all aspects of their personal and family wealth.

Approach

Windmill Smart Solutions worked closely with the JTC team to understand the diverse wealth management and family office needs of its Private Office customers. We deployed collaborative research and our proven design thinking methodology, iterating through designs and working prototypes.

Sector
Wealth management
Solution

In-depth interviews
Personas
Prototypes and wireframing
Visual design and branding
Mobile and tablet strategy
Usability testing
Data analysis
iOS development
Android development

As financial activity and other aspects of life become more digital and interconnected, consumers increasingly expect 24/7 account access and premium online services from their financial service providers.

JTC, an award-winning independent corporate services and private wealth management firm, sought to offer its Private Office customers a sleek, streamlined, and comprehensive platform to manage all their financial and family affairs in one place. In order to meet the needs and expectations of their most elite customers, JTC required a flexible and fully-customizable platform fit to serve as the digital backbone of all its Private Office services. 

Windmill Smart Solutions worked with JTC to understand the needs of its Private Office customers and design Edge, a powerful and secure platform that gives JTC Private Office customers a holistic view into their financial and family affairs. Designed and built with purpose, Edge provides an oversight of all financial and non-financial assets, quick access to important documentation, governance advice, and more.  

A Crystal Clear View For Users Into Their Wealth

The Edge dashboard links all external financial accounts to provide customers with immediate access to a comprehensive view of all their financial information.

  • Net Worth
  • Performance Movers
  • Asset Allocation
  • Geographic Allocation
project screenshots
project screenshots

Global Wealth at a Glance

Edge links all external financial accounts allowing immediate access to a comprehensive view.

Always Accessible

Edge is accessible through smartphones and tablets, enabling Private Office customers to view and manage their family’s finances and affairs from anywhere, at any time.

project screenshots
project screenshots

Easy to Understand Governance Charts

Edge provides oversight of all assets, stores related documents, and displays the overall structure of assets and entities using an interactive chart.

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Impact

Thousands of satisfied customers around the world trust JTC for their wealth management, corporate service, and family office needs. JTC is more than a service provider—it’s a financial concierge ready to be a part of any unique family.

Edge is an award-winning digital extension to this service, improving convenience and engagement levels and visibly demonstrating JTC’s desire and ability to innovate.

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