Asset Monitoring Software for Wealth Management App

  • Service:

  • Industry:

    Financial Software Development

  • Website:

    Under NDA


Smart IT fully engineered a financial asset monitoring system and mobile application for traders and investors.


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


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.

Technologies and tools

gRPC logo
mvvm logo

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


At the end of the product development cycle, the Client received the following deliverables:
  • Web application for financial asset management
  • iOS native mobile application
  • In-app trading and brokerage capabilities
  • 8

    months of development
  • 3

    full-time software developers
  • 8

    hours work day overlap

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