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WWM Digital Advisor

WWM Digital Advisor

WWM Digital Advisor is an online platform that provides financial management and advisement to customers completely digitally. Depending on the needs of the client, they can choose to sign up for one of two distinct program options directly on the website. iAdvisor offers a full-scale portfolio management solution while iPlan is a more advice-driven approach centered around goal-based financial planning. Sidekick built out two custom back-end profiles and a custom user management system on the back-end using Shopify as the base.

Unique Feature

Custom User Profiles

Additional Pages

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