Investing platform that overhauls business and increases revenues

Industry:

Fintech

Location:

California, USA

Client since:

January, 2020

Services used:

Full-cycle software development

Client

Our client is a giant financial corporation with 10+ years of business practice in commercial finances and training.

Challenge

To build a powerful tool to handle investments

After a long time working in Finance, the client decided to build up an intelligible app for those who want to try investing but aren't ready to spend too much time on training or pay for private consultancies.

Solution

A solid Finance App that automates routine tasks, manages investment portfolios and tracks spendings

We started with assuming about what exact features might different types of investors look for in Apps. Our team has performed extensive market research and used findings during the development.

Inmost created a powerful and secure platform - a kind of digital personal assistant for private investors. The App guides people who have little or no previous experience in buying stocks. It showcases ongoing investment performance on charts and delivers customized recommendations based on the user’s profile and his or her risk tolerance.

Results

Modernized operations and improved customer experience

An extensible investment platform encourages people to learn the ropes of investments and understand how to achieve particular money goals. The App teaches users how and where to invest money, provides useful guidance, and tracks portfolios' performance.