Investment Management App

FintechData Visualization
Investment Management App

Pain Point

Clients were checking portfolios on a website that didn't work on mobile. The existing app was slow and confusing. Clients called advisors for information they should have had at their fingertips.

Solution

We built a Flutter app for iOS and Android. Real-time portfolio value, holdings breakdown, performance charts. Buy and sell funds directly. Secure authentication, encrypted transactions. Push notifications for market movements and order confirmations.

Highlights

  • Real-time portfolio tracking
  • In-app fund transactions
  • Performance charts and analytics
  • Secure API integration

Category

FintechData Visualization

Client

Wealth management firm

Sector

Financial Services

Technology

Flutter (iOS, Android)