endorsedOngoing

Cross-Platform Mobile App for Robo-Advisory Platform

Services Covered:

Mobile Application Development

Industry

Financial Services

Duration

60 months

Budget

50K - 199K

Start Date

1 August 2021

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

82/100

Strong

Project Capability Score (PCS) estimates how capable GeekyAnts 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

Elever

Bengaluru, India

Project Summary

GeekyAnts has been developing a cross-platform mobile app for a robo-advisory platform to deliver AI/ML-driven, personalized, goal-based investment services. The engagement covers development, testing, and release of iOS and Android apps that leverage the client’s API platform to provide recommendations, portfolio tracking, and goal management. The vendor demonstrated strong technical expertise, community contributions to Flutter, and rapid progress toward a beta launch.

Key Challenges

Build a mobile app to deliver AI/ML-driven wealth management services
Leverage the client’s API platform to provide personalized recommendations
Launch a seamless, transparent, and simplified investment experience for a diverse consumer base

Project Deliverables

Cross-platform iOS and Android mobile app
Core recommendation and personalization features
Goal-based investment and portfolio management trackers

Project Solution

Developed, tested, and released a cross-platform mobile application (iOS and Android) built with Flutter that integrates with the client's API platform to deliver personalized recommendation experiences. The scope included implementing goal-based investment flows, portfolio trackers, and core recommendation features. The vendor provided a relationship manager, a tech lead, and two mobile app developers and managed day-to-day planning and delivery.

Project Outcome

Delivered high-quality mobile app design and development outputs
Advanced the product to a beta launch stage within approximately 3 months
Demonstrated strong ownership and proactive suggestions to improve the app

Platforms

Mobile

Tech Stack

Flutter
Android
iOS
RESTful API

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“GeekyAnts has delivered high-quality outputs for the client. They have an impressive commitment to delivering high-quality apps that showed deep interest in understanding their business objective. Notably, the vendor has continued to utilize the latest technologies to improve their development.”
Ram Subramaniam
Co-Founder & CTO
Date: 11/11/2021