The Challenge
Ewealth desired to expand its retail borkerage business to the internet and integrate financial services that included banking, mortgages, and insuarnce. us became the technology team, managing and staffing the project and integration with FiServ and Mortgage.com.

The Result
The web technologies created for ewealth included an innovative net worth aggregation interface to the brokerage accounts that enabled account holder to see gains and losses by tax lot in addition to aggregate views by positions. The web site, back end technologies and management tools were designed to be flexiable and enable ewealth to private brand sites with custom graphics.