Digitization Investment Advisors Management

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.

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.

Features

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

Benefits

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

Project Details

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

Tech Stack

Angular
React Native

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