"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
FintechSystem type
Customer relationship management (CRM) systemTime to release
9 monthsBillable hours
1,500 hr