Custom software for asset manager NNEK
Advisers work from plan to opened account in one portal. Investors complete their application online and then view their accounts.
NNEK (Noordnederlands Effektenkantoor) is an asset manager and the organisation behind Fondsenplatform. For both, we built an adviser portal and a client portal, each connected to the NNEK API.
The challenge
The adviser guides a client from the first plan to the opened account. The investor completes the application and then wants to view their accounts. Financial advice is a serious matter, so everything had to meet strict regulations and high security requirements.
What we built
An adviser portal for wealth management advisers. In it, advisers work from plan to opened account. They build model portfolios, rebalance and run calculations for their clients.
The adviser starts the application for a new account in the adviser portal and fills in answers in advance. The investor then receives an invitation to the client portal. There the investor verifies their identity, checks the details and completes the rest. This onboarding journey went live in November 2025.
In the client portal, investors also view their current accounts.
Both portals are connected to the NNEK API. They retrieve data from it and write changes back. Where the API fell short, we built custom logic into the portals themselves.
Each portal is tailored to its own user, with usability, security and compliance as the starting point.
The result
Advisers work from plan to opened account in one environment. Investors complete their application online and then view their accounts in the client portal.