Mar 28, 2023
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Simplewealth
Completed

Simplewealth

$5,000+
2-3 months
Czechia
6-9
view project
Service categories
Service Lines
Design
DevOps
Web Development
Domain focus
Banking & Financial Services
Frameworks
Node.js
Subcategories
Design
User Experience

Challenge

Simplewealth - private asset management for everyone. Malevich team should develop a part of customized investments and finance management web service, dashboard for managing users, editing their personal information, and option to delete users. Target audience - German and Swiss residents.

Solution

Simplewealth has digitized most of what is needed for investment growth. We developed as a part of the Simplewealth program. Such as sign-up for user authorization and onboarding and the app's main page. Also, we realized parsing and analysis of documents (assets) supplied by adjacent modules of the project, structured them into a convenient format, and stored them in the database. The React-Final-Form library was used to work with forms. To validate the data in the fields, we selected the Yup library.

Results

HOME PAGE We developed a page to get convenient and comprehensible private assets reports. The user can interact with graphs and page elements to get more detailed information. The page has an adaptive web interface so it`s displayed correctly on any device. And JWT token provides great data protection. ONBOARDING PAGE On this page, the user connects his account to the system. We implemented a convenient interface where the user can see his progress and what is still lacking to complete the connection thanks to interactive feedback.