WealthViewer
AI-Driven Financial Intelligence
Advanced algorithms provide real-time investment recommendations, risk evaluation, and tax-optimized strategies tailored to user behavior and market shifts.
Flexible Data Filtering System
Multiple data filters enable investors to personalize their dashboards, refine asset views, and gain granular insights across portfolios.
Seamless Integrations
Integrated with Basiq.io, Snaptrade, and Akahu for real-time account data aggregation, enhancing investment visibility and platform performance.
Scalable Modern Stack
Built with React.js, Next.js, and deployed on Vercel, the platform ensures high performance, scalability, and fast deployment cycles.
Introduction:
Zeki Expert Solutions partnered with WealthViewer, a SaaS platform in the asset management and fintech space, to build an AI-powered investment platform. Designed to deliver real-time insights, portfolio analysis, tax optimization, and flexible data filtering, WealthViewer was developed to modernize how users engage with financial services and make smarter investment decisions.
Why WealthViewer Chose Us & Our Goals
WealthViewer needed more than just developers, they needed a team who understood financial systems and AI-powered platforms. Zeki Expert Solutions was selected for our ability to architect scalable fintech products with seamless third-party data integrations. The goal was to launch a product that combines financial intelligence, automation, and user-friendly data visualizations, built for scalability and security.
With the financial market evolving rapidly, WealthViewer set out to give users deeper insight, automation, and smarter asset management, all powered by AI and seamless integrations. Zeki Expert Solutions made it happen.
Complex Data, Simplified for Decision-Making
We built a flexible system using Basiq.io and Snaptrade to unify financial data into a real-time dashboard. Investors could filter by account type, asset category, or risk level, transforming scattered data into actionable insights.
AI Models That Learn and Advise
We developed custom AI models to evaluate user portfolios, suggest reallocations, and identify tax-saving opportunities. These models adapt with user behavior and market signals for increased precision.
Real-Time Sync & Visual Reports
WealthViewer’s dashboard displays live market data and performance metrics using React.js and D3.js. Custom graphs help users understand diversification, risk exposure, and returns at a glance.
Testimonial
What Our Clients Think About Us?
“Zeki Expert Solutions helped us launch WealthViewer faster and smarter than we imagined. Their AI work, integration expertise, and clean UI made our platform stand out. We’ve gained investor trust through a smooth, data-rich experience that’s secure, scalable, and built for the future.”
WealthViewer Solution
Samantha Johnson, Project Manager
“Zeki Experts delivered exactly what we needed—on time, on budget, and beyond expectations. Their ability to combine creative design with technical precision made our Himalayan salt brand stand out in a crowded market. Truly impressive work.”
Ipsen US
Stuart Washington PM
Volera Himalayan Salt
Serina, CTO
Prospector Metals Corp.
Alicia Jack, Director
Working with the experts from Zeki was a game-changer. Their skills and communication were top-notch, and they consistently delivered high-quality work ahead of schedule. Working with them has been an absolute pleasure!
Malta Retail Solution
Samantha Johnson, Project Manager
Looking to build a high-performance fintech product? Let Zeki Expert Solutions bring AI, security, and speed to your platform.
