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Investment Product Marketplace Mobile Application Development: Finance Advisory Firm
A hybrid mobile application that acts as an investment marketplace for multiple third-party funds and includes features like Robo-Advisor managed portfolio based on the risk profile of the investors.
- Develop an app to allow retail investors to invest in the client's fund.
- Identify and solve user problems.
- Conducted user research and created a user journey map to understand user behaviors.
- Optimized information architecture and visual hierarchy for ease of use and navigation.
- Enhanced accessibility to allow a broad range of users with varying degrees of linguistic and technological proficiency to easily use the app.
- Built a custom investment marketplace app for iOS and Android that includes the following features:
- Account creation
- User profile
- Investor dashboard
- e-KYC module
- Multi-tiered KYC flows based on investment amounts
- Data visualization for investor dashboards
- Return calculation
- Ability to choose mutual funds
- Option to segregate the funds based on lump-sum and recurring investments
- Fund selection & purchase
- Payment gateway integration
- API integration
- User acceptance testing
Scope of work
Mobile Application Development and Execution
About the Client
One of the largest investment advisory firms based in Manila.