Wealth management portal

The founders of this project started a vision of making wealth management safe, efficient, and result-oriented that doesn't have to let its customers choose between keeping their money safe and letting it grow.

Hence; they came up with a unique investment plan that helps its customers reach their savings goals by investing their interest into a diverse portfolio while keeping their initial deposit secure.

They were driven by the decades of experience they had in the wealth management industry.

Technology Used:

Angular
Flutter
PHP
wordpress

Key challenges

To develop an intuitive and scalable platform that is fault tolerant and offers a seamless experience to the customers/investors.
Secure management of the customer’s assets.

Solution Implementation

To understand the business objectives and ensure that the overall design and of the platform was aligned with them, we conducted several stakeholder interviews to get an in-depth understanding of the need for the product and the key challenges faced by the customer.
Integration with Zendesk helped improve the overall customer experience by providing enhanced visibility of the customer’s concerns, ensuring a faster response rate.
To drive more visitors to the website, we introduced comprehensive customer engagement strategies with in-depth usability testing to engage the existing users and more registered members to the platform. ‘Refer a Friend’ turned out to be one strong strategy to increase the overall customer base in a short span of time.
Comprehensive algorithms were implemented; several banking-APIs, including APEX, were integrated to allow users to study and compare a vast portfolio of ETFs, including stocks, bonds, real estate, and commodities and make smart investment choices.
FDIC insurance was introduced for secure management of the customer’s assets.
We ensured all the vulnerabilities and key security protocols were taken into account while developing the web and mobile application.

Results

Partnering with Value coders helped the founders of the project offer an unparalleled investment and banking experience to their audience that combines the safety of the bank deposits with the upside potential of the market, thus setting a new paradigm in the Fintech domain. The platform’s success was later featured in the ‘Financial times,’ the ‘Forbes’ and ‘Yahoo Finance.’

Book Free Consultation

Our consultants will respond back within 8 business hours or less.

We have worked with ValueCoders for more than a year, and their skilled team has allowed us to scale up during certain projects thereby allowing our full time team to focus on core platform functionality. Recommended.

Adam Watts

President & COO, Fintex Advisors

The team at ValueCoders has been a fantastic asset within our startup business. We had the option to interview before hiring. The team is attentive, talented, & very adaptable to the changing circumstances of business.

Andrew North

Managing Director, BlueLane Holdings Ltd.

ValueCoders is very professional development team. I used their expertise in the building of an online comparison tool. I would highly recommend the ValueCoders as they go the extra mile to deliver a good product.

Gerald van Kooten

Partner at Anders Invest B.V.

I engaged with ValueCoders in January of this year to provide software development expertise for our 20/20 B.E.S.T Safety Software and the results have been fantastic! They have dedicated & knowledgeable software teams.

Dave Jefferson

Founder JEMs Software

ValueCoders is our go-to partner to help us realize our software needs. They are supportive, friendly, and always ready to help us when we face difficulties in the project. I will rate them 10/10. Highly recommended!

Michelle Fno

CEO, Miscato Limited

ValueCoders has been able to establish the continuity of the development process. On balance, we can say that it was the right decision to outsource the development to India and that ValueCoders was the right choice.

Gerald Lindhorst

Director Gleichklang Limited

At ValueCoders, they have a problem-solving culture. We worked as a team, not as a client and developers. They stay connected and report on a regular basis. In the end, it all culminated in an awesome product.

Benoît D'heygere

Founder at Refuge

ValueCoders is a remarkable offshore IT company with highly skilled developers. They have provided me with expected positive outcomes for every project they undertook. I highly recommend ValueCoders to others.