Scalex Technology Solutions
Apr 22, 2021
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Integrated Wealth Management Application
Completed

Integrated Wealth Management Application

$25,000+
2-3 months
United States
2-5
view project
Service categories
Service Lines
Software Development
Mobile Development
Web Development
Domain focus
Banking & Financial Services
Programming language
Kotlin
Objective – C
Swift
Frameworks
Angular.js
.NET
React Native

Challenge

The client used to provide its users with a traditional off-the-shelf solution for portfolio management. This meant incapability to enhance the software with the client’s tailored features to fine-tune custom portfolios.
The client used to provide its users with a traditional off-the-shelf solution for portfolio management. This meant incapability to enhance the software with the client’s tailored features to fine-tune custom portfolios.

Solution

Scalex, with its experience in the development of tailored digital solutions and a previous record of successfully delivering FinTech projects, designed and developed essential features for portfolio management applications required by advisors.
Scalex, with its experience in the development of tailored digital solutions and a previous record of successfully delivering FinTech projects, designed and developed essential features for portfolio management applications required by advisors.

Results

The new portfolio management solution allowed the client to accomplish the purposes of cutting costs on the traditional software, implementing a portfolio management solution customizable for business requirements, and providing the best service to the users.
The new portfolio management solution allowed the client to accomplish the purposes of cutting costs on the traditional software, implementing a portfolio management solution customizable for business requirements, and providing the best service to the users.