Client Viewer

A centralized tool within Vistral that allows any department to access all client information in a single click. An agile solution to transform scattered data from HubSpot and Airtable into immediate, holistic access to an investor's complete profile: personal data, investment history, ongoing operation status, incidents, payments, and follow-up notes.

The goal is to streamline the workflow for client-facing departments, such as Asset Managers and Investor Relations, enabling them to provide faster, more precise solutions to all our clients and ultimately elevate their experience with PropHero.