Innovative fintech app for investment management

For an unspecified company (NDA), we created a new modern web application for managing clients and their portfolios within personal investments.

This client operates under a strict NDA. We respect their privacy and protect their business secrets, so we can’t share details about the project.

Innovative fintech app for investment management

Custom Software Development

It is a complex application that includes three different views - client's view, view of a consultant and view of the administrator.

Client

The client can fill in completely dynamic investment questionnaire in the application. Based on the client answers, consultant can recommend specific steps or even specific investment funds.
Client also has the opportunity to use the built-in calculator and calculate how his investment will develop over time according to the specified criteria and the selected risk profile.
Furthermore, the client can monitor the development of their investments in the application, compare and study individual investment funds, and also enter investment instructions for their advisors. Within profile, the client can generate a modern graphical overview in PDF.

Consultant

The consultant has access to an overview of all his clients from the application. For each client, consultant can observe the details of the development of client's portfolio, process their investment instructions and offer other investment tools.
At the same time, consultant can provide new clients with an investment questionnaire to fill out. Results from the questionnaire can be seen immediately after completion. Based on results, consultant can plan and discuss client's subsequent investment strategy.

Administrator

An administrator exists for the technical management of the application. Administrator provides updates on investment funds, source data, and other files.

The application is data-connected to the Moventum investment platform , which contains over 5,500 funds from more than 450 national or international companies. As part of the connection, information on the performance of portfolios is downloaded for clients, as well as information on the funds themselves.

Technologies

Vue.js

Docker

Google Cloud Computing (GCP)

Laravel

PHP

TypeScript

Industries

Fintech

Featured Case Studies

Projects that might be interesting to you

Business DigitalizationConsultations & Analyses

Quoting wire frames: from half a day per frame to about 15 minutes

An automotive supplier that bends wire and welds seat frames now breaks down a new frame in about 15 minutes. Before, the same analysis took half a day to a full day of manual clicking per frame - and a project can carry twenty of them.

View Case Study

Software SupportConsultations & Analyses

How we helped Nokia Bell Labs

Nokia Bell Labs is one of the world’s most prestigious research institutions, boasting a 100-year legacy of ground-breaking innovations. For Moravio, partnering with such a renowned organization was both an honor and a challenge. Our mission was to convert cutting-edge research into a fully functional product, while allowing the Nokia Bell Labs team to focus on what they do best - pushing the boundaries of innovation.

View Case Study

Business DigitalizationProduct Development

A digital twin for automated warehouses: the numbers before the investment

Four aisles or five? One crane or two? A different picking strategy? A European manufacturer of automated warehouse systems can now test these decisions in a simulation and read the answer in pallets per hour — before a single rack is ordered.

View Case Study