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Wealth Management Fintech Platform Development

Services Covered:

UI/UX Design • Web Application Development
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Industry
Industry

Financial Services

Duration
Duration

4 months

Budget
Budget

Confidential

Start Date
Start Date

1 July 2020

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Nearshore

Project Capability Score (PCS)

gauge meter
72/100
Good

Project Capability Score (PCS) estimates how capable Codaxy is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

map Switzerland

Project Summary

Codaxy developed web and mobile versions of a wealth-management fintech platform, building both front- and backend components and interpreting partial Adobe XD UX designs into a working interface. The vendor implemented a customer cockpit on an open API architecture and integrated with a core banking backend to support portfolio management and CRM. The engagement ran from July to November 2020 and was executed in seven sprints with objective-based pricing. The client reported high satisfaction with the team's dedication and proactive, solution-oriented project management.

Key Challenges

  • Create a fintech platform in the wealth management space.

Project Deliverables

  • Web frontend (customer cockpit)
  • Mobile browser-based frontend
  • Backend core banking integration for portfolio management and CRM
  • Open API-based customer cockpit
  • UX implementation derived from Adobe XD

Project Solution

Codaxy developed an accessible fintech solution targeting older users, implementing backend integrations with a core banking application for portfolio management and CRM and creating a customer cockpit on an open API architecture. They built a frontend cockpit where clients can log in, monitor investment performance and manage assets, and delivered a browser-based mobile version. For UX, Codaxy interpreted a partially completed Adobe XD file and implemented the conceptual designs into the product.

Project Outcome

  • Client was very satisfied with Codaxy’s work and approach.
  • Project was executed in seven sprints with daily meetings and objective-based pricing.
  • Proactive, solution-oriented project management using Google Meet and YouTrack.

Platforms

  • WebWeb
  • MobileMobile

Tech Stack

  • JavaJava

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Codaxy's work was systematic and objective-based, satisfying their partner. They had a proactive and solution-oriented communication method. The team is dedicated to delivering the results, which was found to be impressive by the client.”

Anonymous

CEO

Note: This endorsement is based on publicly available client feedback from external review sources.

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