project thumbnail of Invest Platform
project thumbnail of Invest Platform

"Invest Platform"

About

This project is a fintech platform that combines CRM features with investment management tools. It was developed as a web and mobile solution aimed at simplifying financial operations and client communication.

Client's Request

The client approached us to help bring their vision of a unified financial platform to life. They needed a solution that could manage data, streamline processes, and scale with future business growth.

Core requirements included:

  • Modular system structure: A flexible architecture to support various business functions.
  • Mobile application: A responsive mobile app to ensure users can access services on the go.
  • Modern, user-friendly design: Clean interfaces that simplify navigation for both experienced and non-technical users.
  • Email communication integration: Seamless internal messaging for client updates and automated outreach.
  • Scalable backend: A robust foundation ready to support expanding features and user load.


Here’s What We Did

Our team handled both design and development, creating a fully operational prototype from scratch. The technology stack included React.js, Node.js, MongoDB, and React Native.

Work highlights included:

  • User-centered design: Developed in Figma with a focus on usability and clear visual hierarchy.
  • Full-stack web & mobile development: Implemented using the MERN stack to ensure speed and cross-platform consistency.
  • Custom CRM and investment modules: Built core functionality to handle user data, financial tracking, and automation.
  • Email system integration: Enabled user notifications and communication workflows via Elastic Email.
  • Scalable system architecture: Designed for performance, data security, and future scalability.

Here’s the Result

A solid prototype and scalable system core were delivered. The result was a modern, adaptable fintech platform ready for further development. Our expertise in building complex, user-focused systems ensured that the client received a functional and future-proof foundation tailored to their business needs.

Who worked on it:

  • Project Manager;

  • Tech Lead;

  • Front-end developer;

  • Back-end developer (x2);

  • Full-stack developer (x2);

  • UI/UX Designer;

  • Quality Assurance;

Industry

Fintech

System type

Customer relationship management (CRM) system

Time to release

9 months

Billable hours

1,500 hr

Platform

Internet connection broken

Internet connection restored