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Finance · Client portal

NOVÉA Private Wealth

A portfolio manager’s wealth-management system: a branded client space (wealth, performance, goals, documents, messaging) and a full manager console — detailed tasks, automatic .doc reviews, pipeline and a management space. Dark, fluid, real-time.

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The live site
Why

Give a manager’s clients an experience worthy of the best private banks.

Wealthy clients compare their portal to their banking app, not to rivals. The idea: a portal that measures up — consolidated view, goals, vault and messaging — that the manager offers to clients under their own brand.

The solution

Two complete consoles, from login to reporting, delivered turnkey.

The AI agent designed the brand, the secure login, the client space (consolidated wealth, ring allocation, goal gauges, vault, messaging) and the manager console: expandable icon tasks, an editable .doc review generator, a sales pipeline and contact book, a management space to supervise the team, and the team's AI key (shared by the manager with the advisers) to automate reviews. Responsive, desktop to mobile.

Brand designClient spaceManager consoleDetailed tasks.doc review generatorPipeline & contactsManagement spaceAI key (Claude/GPT/Gemini)WhatsApp messagingMobile responsive
On every screen

Two portals, one request.

The same AI agent delivers the client space and the manager console — desktop to mobile. Switch between the two:

novea.wealth / espace-client
NOVÉA on desktop
NOVÉA on mobile
The implementation

From need to production.

The request, in one sentence“An ultra-modern client portal for my manager’s clients: wealth, performance, goals, documents, messaging.”
Brand & loginCreation of the NOVÉA brand and a secure login page (2FA, encryption) — in demo mode, entry needs no credentials.
Interactive client spaceSix real views (overview, performance, portfolio, goals, documents, messages), native charts, everything clickable.
Manager console & managementExpandable icon tasks, an editable .doc review generator (writing assisted by the team AI key the manager connects and shares with the advisers), a pipeline, contacts and a management space to supervise the team, their targets and performance.
DeploymentFast, responsive static site, deployed and ready to show to clients.
Managed by HireframeWe frame the brand, iterate on feedback and connect the example to the manager’s profession.
The result
2consoles — client & manager
.docauto reviews, editable
IAClaude · GPT · Gemini
a few daysfrom idea to screen

A branded, interactive, responsive client portal the manager shows to clients — designed, built and deployed by one AI agent.

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