Project record / Layout 02

Wizzer

Wizzer is a SaaS platform for registered investment advisers and wealth managers, covering client onboarding, fund requests, risk profiles, and advice distribution.

Client: Wizzer AdvisorTech
Field: Wealth management
Focus: wealth management SaaS development

Wizzer wealth-management SaaS dashboard interface

01 / Context

The product and the work around it.

Wizzer is a SaaS platform for registered investment advisers and wealth managers, covering client onboarding, fund requests, risk profiles, and advice distribution.

The need

Advisory work spans client records, operational requests, risk context, and repeated communication. The platform brought those activities together and distributed advice through the channels clients already used.

Who it served

Registered investment advisers and wealth managers serving their clients.

02 / Workflow

How the product moved the work.

The core path described by the retained project record.

01
Manage client operations
Advisers work with onboarding, fund requests, and risk profiles.
02
Prepare advice
The platform supports the information that needs to reach clients.
03
Distribute across channels
Advice can be published through LinkedIn, WhatsApp, Medium, email, and SMS.

03 / Delivery

What Outworld delivered.

Advice distribution is a multi-channel publishing problem. The system needed to treat the advice as one source while adapting delivery across social, messaging, email, and SMS channels.

01Advice distribution platform
02LinkedIn and Medium publishing
03WhatsApp, email, and SMS distribution
04Wealth-workflow context

What the portfolio verifies.

The portfolio verifies Outworld’s advice-distribution work and lists the five channels. It describes the broader SaaS platform but does not define Outworld’s scope for onboarding, funds, or risk features.

This historical project is evidence of shipped product work. It is not presented as proof of Outworld’s current AI-agent delivery unless the record explicitly supports that claim.