Wealth Management Platform
Client: A private wealth management firm serving high-net-worth individuals
Scope: Web platform · iOS app · Android app
Delivery: Designed, built, and published to the Apple App Store and Google Play
The Challenge
Our client manages the wealth of high-net-worth individuals and needed a single, secure environment where clients could visualize their portfolios, stay in direct contact with their account managers, and approve investment orders with confidence. Given the sensitivity of the data and transactions involved, security and trust were non-negotiable from day one.
What We Built
We delivered an end-to-end solution across three platforms:
- A full web platform giving clients a clear, real-time view of their portfolio and holdings from any browser.
- An iOS application, developed and published on the Apple App Store.
- An Android application, developed and published on Google Play.
Secure Communication
To enable confidential dialogue between clients and their account managers, we integrated a Matrix-based chat system offering end-to-end encrypted communication. Conversations, document exchanges, and advisory discussions remain private and protected at every step.
Biometric Order Approval
We implemented a secure order workflow built around biometric authentication. Working in tandem with the chat experience, the system delivers order proposals directly to the client and requires biometric verification both to receive proposals and to approve them - turning each device into a trusted, personal point of authorization and removing any ambiguity around who approved what.
The Result
A unified, multi-platform product that lets high-net-worth clients monitor their wealth, communicate securely with their advisors, and approve orders with biometric confidence - accessible on the web and through native apps live on both major app stores.
