The document discusses the development of a digital wealth management platform by Perfomatix for a client named Smartly, aimed at simplifying investment processes and enhancing transparency. The platform allows users to track investments, visualize goals and trends via graphs and charts, and supports over 10,000 different investments. It features a user-friendly mobile application that integrates with backend systems to provide comprehensive investment management tools.

1. Digital Wealth
Management Platform
Client Case Study

2. About the Client
A client approached our team to build a digital and automated wealth management platform
to simplify the investing needs of people.
It eliminates unnecessary complexity and lack of transparency from investing. It helps to
diversify the portfolio to over more than 10,000 different investments.
Perfomatix is a top app development company with strong capabilities in Fintech application
development.

3. About the Project
We developed a highly responsive web and mobile-based digital wealth management platform
for users to track and manage their investments.
The requirement was to build an automated platform to simplify the investing needs of
people.
It helps to diversify the portfolio to over more than 10,000 different investments.

4. Challenges
The project is to develop a mobile-based, digital wealth app for smartly which could solve the
following use cases:
• Displaying the investment details of the logged user.
• Goal details of the user in the goal overview page using a line chart.
• View of portfolio and asset details of the logged user.
• View of asset details through the chart.
• Extremely user-friendly and appealing interface.
• Visualization of goals and trends in the form of graphs and charts.
• Large scale data visualization needed.
• Update the graphs with relevant and new information.
• Implement a highly user-friendly interface.

5. Implementation
Team Perfomatix came up with a hybrid mobile application development solution for Smartly
Investment Management Application.
Smartly needed a conclusive platform to display assets, portfolio and facilitate investment
goals of a user.
The digital wealth management application would have the following functionalities;
• Overview page for displaying investment details of a logged user
• Goal overview page to view the details of investment goal of a user
• Implement line chart on Goal overview page
• Display portfolio details of a user
• Assets details of the user to be displayed
• Implement bar chart on Assets details page
• Investment details page

6. The Solution
Perfomatix developed a custom mobile application for Smartly with an intuitive user interface
which made it appealing to the consumers.
An automated platform was created to simplify the investing needs of people.
The consumers could see their investment portfolio, investment goals and trends into one
unified platform.
Smartly eliminates unnecessary complexity and lack of transparency from investing.
The app integrated seamlessly with the Smartly backend to access the portfolio of the
customers and visualized the goals and trends in the form of graphs and charts.
The digital wealth management app also had an option to contact the support.

7. Screens

8. Technology Stack Used
Front End Objective C
Back End .Net
Mobile Swift

9. Looking for a similar application?
Drop us an email to set up a meeting with our
development team:
sales@perfomatix.com
Or, you can fill our contact form:
https://www.perfomatix.com/contact-us/

10. THANK YOU