Spain · Investment advisory
Biventia
We gave Biventia’s clients a portal and app where they can see their capital and investments — while advisors keep running the book in the tools they already trust.
Antonio · Owner
Before
Advisors ran the book in their existing CRM. Clients didn’t have a first-class product surface for capital, investments, and status.
What we built
Client portal (web) and client mobile app for capital and investments, plus an advisor dashboard for day-to-day staff work. The CRM stays the source of truth for the book.
Who uses it
End clients on portal and mobile. Advisors and admins on the dashboard.