Endowment
A secure web and mobile platform enabling digital wealth management for U.S. advisory firms and clients.

About the project
Endowment is a digital wealth management platform built for a U.S.-based, SEC-registered investment advisory firm. Moweb supported the development of a secure web and mobile solution that enables advisors and clients to access wealth management services through a compliant, user-friendly digital experience. The platform is designed with regulatory considerations in mind, supporting secure access, structured information delivery, and trust-driven engagement, helping modern advisory firms extend their services digitally across eligible U.S. markets.
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Screens
4 screens from the delivered product.




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