GEM needed to transition from static, paper-based reports to an interactive, self-service platform that could serve multiple investor personas. The challenge was architecting a clear, scalable UX that delivers high-value insights, supports operational efficiency, and reduces the need for manual report creation.
The challenge was architecting a clear, scalable UX that delivers high-value insights, supports operational efficiency, and reduces the need for manual report creation.
Launched in August 2025, the platform now enables clients to quickly access performance snapshots, reducing support tickets and improving satisfaction.
By enhancing transparency and usability, GEM strengthened client trust, improved retention, and positioned the portal as a powerful tool for advisors to grow engagement.
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(2016-25©)
