Enosis Outsourcing logo
EndorsedendorsedOngoing

Mobile Investment App for Financial Advisor

Services Covered:

Mobile Application Development
Project hero — replace with case study imagery
Industry
Industry

Financial Services

Duration
Durationinfo-circle

9 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 May 2020

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Onshore

Project Capability Score (PCS)

gauge meter
77/100
Good

Project Capability Score (PCS) estimates how capable Imagine Apps 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

Insight Investments

mapBogota, Colombia

Project Summary

An investment-advisor firm (Insight Investments) hired Imagine Apps to build a mobile app (iOS and Android) that enables users to invest in managed portfolios with selectable risk levels and a single-touch brokerage product. The app launched live in July 2020 and has been active since; the client praises Imagine Apps' skilled, responsive team while noting that time estimations could be improved.

Key Challenges

  • Lack of an in-house development team
  • Need to develop a mobile app to deliver the company's investment services

Project Deliverables

  • Mobile iOS and Android app
  • API integrations/connectors
  • Backend architecture and integration work

Project Solution

Imagine Apps developed the client's mobile application for iOS and Android to enable users to invest in managed portfolios with selectable risk levels and to provide a single-touch brokerage product. The vendor implemented portfolio- and stock-return displays and began integrating external APIs; they also advised on the backend architecture required to support those integrations and planned features such as bank transfer. The engagement included a small cross-functional team (CEO, designer, product owner, two developers and another member) and collaboration using tools like Jira, Slack and spreadsheets.

Project Outcome

  • The app went live in July 2020
  • The app has been live for over six months (per feedback summary)
  • Regular weekly, monthly and quarterly meetings and KPI tracking were established
  • The vendor was described as skilled, responsive, and hardworking by the client
  • Time estimations by the vendor were identified as an area for improvement

Platforms

  • MobileMobile

Tech Stack

  • iOSiOS
  • AndroidAndroid
  • JiraJira

Client Endorsement

Overall Review Rating

4.13star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The app has been live for over six months. The team at Imagine Apps is skilled, responsive, and hardworking. While their time estimations could improve, their team is interested in their clients' goals.”

Anonymous

Product Analyst

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

More Projects by Imagine Apps