Wealthior Admin is the internal back office for the Wealthior Group. It runs leads, CRM, deals, finance and the content of five brand websites from a single role-aware dashboard.
Overview
The group was running its pipeline across spreadsheets, chat threads and a handful of disconnected tools. Wealthior Admin pulls all of it into one place, with strict per-founder access control and a public content API that the brand sites read from.
What it does
- Lead capture and CRM with companies, contacts and a Kanban deal pipeline
- Content management for five brands: Labs, Selection, Real Estate, Travel and Media
- Swiss QR-Bill invoicing and a finance overview
- Activity log for calls, emails and meetings
- Knowledge base, tasks and time tracking
Highlights
- Role-aware by design: every founder gets a scoped view, enforced down to the data layer.
- One source of truth: brand websites fetch published content through a token-protected API with ISR.
- Swiss finance built in: QR-Bill invoices generated to local standards.
- Internal only: locked to the group domain with Google sign-in, no public access.
