Online Wealth Management Platform

Online Wealth Management Platform

Abount client:
Online Wealth Management Platform which helps users create their account online and manage wealth portfolio including bank accounts, FDs, shares, mutual funds, insurance policies, and immovable assets. This tool also helps users to audit the compliance with respect to PAN information, nomination, KYC etc.
What we did:
We developed an online platform to manage wealth, which included services like payment gateway integration, allowing users to sign-up and pay their subscriptions online. We also designed and developed for them a light weight, user friendly mobile app which is published on Android and iOS platforms.