One of our clients approached us with a requirement to develop a fintech platform for investors. We played a pivotal role by creating a user-friendly web application with an intuitive investment dashboard, allowing investors to manage their investments, syndicates, and funds effortlessly.
The client wanted a fintech platform that provides financial solutions to investors. The platform offers its clients (users) a range of investment opportunities, including private equity, real estate, and hedge funds.
The web application provides investors with a dashboard to manage their investments, syndicates, and funds. The user-friendly application provides a seamless experience for investors to manage their investments.
Here are some of its features:
The web application offers several features, making it a comprehensive platform for institutional investors. Some of the platform’s key features include:
Dashboard: The dashboard provides investors (users) with a quick overview of their portfolio, including the investment’s performance, the current value of their portfolio, and any recent transactions.
Users login: The platform offers a secure login for investors to access their accounts. The login process is simple and requires a username and password.
Syndicate management: The platform enables investors to create & manage their syndicates. Investors can invite other investors to join their syndicates and manage their investments.
Founders management: Investors can create and manage their funds on the platform. The platform offers a range of investment opportunities, including private equity, real estate, and hedge funds.
Investment tracking: The platform allows investors to track the performance of their investments in real time. Investors can see how their investments perform and make informed decisions based on this information.
To create the web application, Get Vantage had to meet several requirements. These included:
User-friendly interface: The platform had to be user-friendly and easy to navigate. This was essential to ensure that investors could manage their investments quickly.
Secure login: The platform had to have a secure login to protect investors’ data and investments.
Real-time investment tracking: The platform had to provide investors with real-time investment tracking to enable them to make informed decisions.
Syndicate management: The platform had to offer investors the ability to create and manage their syndicates.
Fund management: The platform had to provide investors with various investment opportunities, including private equity, real estate, and hedge funds.
| Key Challenges | Solutions |
| The platform needed to be user-friendly and intuitive, with easy navigation and straightforward visual design. | The solution was to create a comprehensive dashboard with a clean, modern design and provide user guides and support resources to help users navigate the platform. |
| Thorough testing was required to ensure the platform was bugs-free and issues. | The solution was implementing a comprehensive testing plan, including manual and automated testing, and conducting regular testing throughout development. |
PROCESS
Dashboard: A comprehensive dashboard that provided investors with a detailed overview of their investments was implemented. The dashboard includes vital performance indicators, investment performance, and upcoming syndicate opportunities.
User Login: The application requires users to log in with secure authentication protocols to ensure their data remains safe. The login process was implemented using industry-standard protocols, such as OAuth 2.0 and JWT (JSON Web Tokens).
Syndicate Management: The platform allowed syndicate managers to create and manage investment syndicates, invite investors to join, and provide regular updates on syndicate performance and investment opportunities. Syndicate management tools were implemented to allow managers to easily add, remove, or modify investors in a syndicate.
Investment Opportunities: Users can view the investment opportunities and details of the companies they invest in. They could also manage their investments and track their performance. Investment management tools were implemented to enable investors to view their investments, track their performance, and make investment decisions.
Agile Development Methodology: The development team used an agile development methodology with regular updates and feedback from the client. This ensured the application met the client’s specific requirements and was delivered on time and within budget.
DOCUMENTATION
The functional requirements of this system are:
ARCHITECTURE
The system architecture comprises the following components:
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