The Challenge
Bridging the Investment Gap
The client faced several key challenges in their mission to democratise investment:
- Accessible Investment Platform: Develop an app that allows users to invest with as little as $1, making mutual funds more accessible to a broader audience.
- Real-Time Portfolio Management: Enable users to track and manage their investments in real-time, providing transparency and control.
- Engagement-Driven Design: Create a gamified experience to attract and retain younger, lower-income investors new to the world of finance.
- Robust Security Measures: Implement multi-factor authentication and strong data security to protect users’ financial transactions and personal information.
Overcoming these challenges was essential for MBG Capital to create new investment opportunities and open up the market to retail investors previously excluded from mutual fund access.