Digitization for investment advisors


Digitization of Financial Instruments Portfolio Management & Wealth Management

Fintech | West Africa

Overview


Digitizing of Financial Instruments Portfolio Management & Wealth Management.

A Brokerage firm in West Africa, was looking to digitize financial portfolio management for their customers and give an ease of access to their customers to BUY, SELL, TRANSFER easily.

They were looking to leverage technology in Investment Portfolio Management to deliver simplicity to their customers to manage their financial instruments like shares, mutual funds, Tbills etc. A simple dashboard which customers insight on their investment.

overview_image
overview_image

Technical Implementation


We designed user journeys along with the client to reduce redundancy and create simple user friendly flows for BUY/ SELL/ TRANSFER process or portfolio management.

iView Labs product team brainstormed with client to understand functional know how of the portfolio management and also to have a simple KYC process for user onboarding to ensure simple UI/UX for mobile app and web project.

Our team coordinated proactively and created a smooth process for legacy backend API’ s integration on hybrid mobile app and web project.

There are total 6 team members involved to execute the project and team delivered each milestone on time. We proactively ensured that the product meets its launch goal.

Casestudy key feature

Features


  • KYC for user onboarding
  • Profile Module
  • Reports Module
  • Transaction Module
  • Transfer Money Module
  • Wallet Module
  • Referral Module
Casestudy benefits

Benefits


  • Quick Buy/Sell
  • Paperless Transactions & its management
  • Organised Management of investments
  • Ease of Tracking Investment Portfolio
Project Details

Project Details


  • Team Size : 6 Members
  • Project Duration : 12 Weeks
  • Company Domain : Finance
  • Company Location : West Africa
Technology Stack

Tech Stack


  • Angular
  • React Native

Let's have a look at our other case studies


Let's Talk


We're here to build something innovative for you. Let's discuss in detail.

Inquire Now