Wealth management portal

The founders of this project started a vision of making wealth management safe, efficient, and result-oriented that doesn't have to let its customers choose between keeping their money safe and letting it grow.

Hence; they came up with a unique investment plan that helps its customers reach their savings goals by investing their interest into a diverse portfolio while keeping their initial deposit secure. 

They were driven by the decades of experience they had in the wealth management industry.

Technology Used:
  • Angular
  • Flutter
  • PHP
  • wordpress

Key challenges

  • To develop an intuitive and scalable platform that is fault tolerant and offers a seamless experience to the customers/investors.
  • Secure management of the customer’s assets.

Solution Implementation

  • To understand the business objectives and ensure that the overall design and of the platform was aligned with them, we conducted several stakeholder interviews to get an in-depth understanding of the need for the product and the key challenges faced by the customer.
  • Integration with Zendesk helped improve the overall customer experience by providing enhanced visibility of the customer’s concerns, ensuring a faster response rate.
  • To drive more visitors to the website, we introduced comprehensive customer engagement strategies with in-depth usability testing to engage the existing users and more registered members to the platform. ‘Refer a Friend’ turned out to be one strong strategy to increase the overall customer base in a short span of time.
  • Comprehensive algorithms were implemented; several banking-APIs, including APEX, were integrated to allow users to study and compare a vast portfolio of ETFs, including stocks, bonds, real estate, and commodities and make smart investment choices.
  • FDIC insurance was introduced for secure management of the customer’s assets.
  • We ensured all the vulnerabilities and key security protocols were taken into account while developing the web and mobile application.

Results

Partnering with Value coders helped the founders of the project offer an unparalleled investment and banking experience to their audience that combines the safety of the bank deposits with the upside potential of the market, thus setting a new paradigm in the Fintech domain. The platform’s success was later featured in the ‘Financial times,’ the ‘Forbes’ and ‘Yahoo Finance.’

Wealth management portal
Wealth management portal
Wealth management portal