Asset Monitoring Software for Wealth Management App

Client

Our Client was a solopreneur with a background in finance, investment, and trading.

Brief

The Client’s goal was to engineer a digital product from the ground up. The product would allow professionals, such as traders and investors, and individuals to build and maintain multiple portfolios of financial assets. The digital product would be made available both as a web application and a native mobile application on iOS devices.

Challenges and Solutions

The product would have to support multiple market integrations for up-to-date data feeds and allow buy/sell operations in-app.

• Xignite market data integration
• Yahoo Finance feed
• Just2Trade brokerage integration

The mobile application would deliver real-time notifications based on market movement.

• Financial asset tracking
• Market dynamics notifications

Users would be capable of gaining actionable business insights and intelligence across several portfolios.

• Custom portfolio creation
• Multiple portfolio management
• Dashboards and data visualization