Under NDA

INVESTMENT PLATFORM

Under NDA

investment platform

How we helped to make an all-in-one platform for smart investments
case study investment platform

OVERVIEW

Expertise in the fintech industry and a gang of top financial advisors were on the client side. A team of experienced product managers, and developers was on Uptech. Together it was a booming mix.
At the end of our collaboration, we had a fintech platform that helps users get professional advice on spending and investing strategies, tax management, and financial plans from licensed advisors. Yes, all in one simple and beautiful app.

SERVICES
Project Management
Business Analysis
Quality Assurance
Mobile Development
INDUSTRY
Fintech
LOCATION
USA
TEAM SIZE
6 people
DURATION
6 months
OUTCOME
Follow regulations
Ensure compliance
TECCHNOLOGIES USED
React Native
Redux
Apollo GQL
Firebase
CodePush
Bitrise CI 

Challenges
and &solutions

01

Cool team,
awesome idea,
no product

Our client gathered a gang of the coolest US fintech experts, but they lacked a mobile app development team. So they asked us to help them handle iOS app development.

SOLUTION

After analyzing the client's goals and objectives, we jumped into the development. We built a top-notch app for 2 user roles: advisors and clients. Users could chat in the app, receive financial advice, see the stock market activity, transfer money, and manage their accounts. We made it a really all-in-one app.

02

Tight deadlines

The client wanted to have an iOS app done by April. We started the collaboration at the end of February. So the math is simple, we had 2 months to develop the app with all the functionality.

SOLUTION

Understanding the necessity of the deadline, we proactively suggested a ReactNative development approach. We had 3 years of experience with ReactNative at that time, and we knew that apps built on ReactNative usually take 20-40% less time to develop features in either iOS or Android apps.

One way for Dollar Shave Club to achieve this goal was through a mobile app, which would provide them with account management tools to encourage engagement. We implemented such features to keep users engaged: Original Content, Gift Cards, New Business Model with “Handsome discount”, Internationalization — shops in
non-US countries, and much more. We also needed to make sure the implemented design was
pixel-perfect, so that the app provided a smooth experience across all supported Android devices and as few bugs as possible (seriously).

03

Build a smooth collaboration
with the in-house
team

For us, the quality of communication is as important as the line of code. We were lucky enough to have the client sharing the same position. So we had to build a smooth communication with the design and backend team from the client side to create a product that brings value.

SOLUTION

On-site presence for the Uptech app team was the best solution. Uptech Developers and Product Manager went to the US to meet the client personally and spent a few weeks working hand-in-hand. It not only helped us to come up with some cool engineering solutions but built trust.

The key features
of the INVESTMENT PLATFORM

Features

Sign in

A simply designed sign-in system using the client'sFace ID / Touch ID.

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The dashboard

Overview of client's total balance, earnings, net deposits, and many more – all gathered here.

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Account performance

Clients can see how their account performs in one simple chart.

investment platform development caseinvestment platform development case

Settings

Some things are the basis, like freedom, love, and setting your profile, account, and back details.

investment platform development caseinvestment platform development case

RESULTS

User review:

We are proud to work with an awesome team of professionals. Planning, communication, and development went smoothly and easily. The result of our tight cooperation is a top-notch all-in-one platform for financial advisory with interactive user flow and a stable and bug-free app.

Made with
at Uptech

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