"Invest Platform"

Invest Smarter, Manage Easier.

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

Technology stack

Platform

Releases

Minimum Viable Product

Core CRM and investment management features

User registration, basic portfolio tracking, simple dashboards, and initial web & mobile UI. Backend supports secure data storage and basic financial operations. Initial QA included.

700 hours

4 months

v.1.1

Enhanced functionality

Modular system structure with expandable features, mobile app improvements, integrated email notifications, workflow automation for client communications, and intermediate QA.

500 hours

3 months

v.1.2

Final polish and scalability

Performance optimization, cross-platform consistency, advanced reporting tools, security hardening, UI/UX refinements, and final QA before handover.

300 hours

2 months

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