Investment Management Platform

A tech-enabled investment management platform, providing goal-based robo-advisory services.

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Platform

Web, Mobile

Industry

Fintech

Country

USA & Africa

Overview

GuardianWealth is a tech-enabled investment management platform, providing goal based robo-advisory services.

This fintech platform’s goal is to offer their clients a convenient and simplified approach to align their financial goals and/or values with an investment plan.

An auto generated portfolio is assigned to the client based on its financial goals and its risk profile after the client signs up.

This platform has 4 signature products: Wealth Builder, Goal Saver, Early Starter, Thematic Investor

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iView's Solution

Team iView Labs provided a dedicated product development team for MVP development and took its accountability for their Launch timeline.

The entire development was carried out in an agile way with sprints planning, execution & retrospective being held weekly with the client to ensure smooth progress.

Team iView Labs also implemented CI/CD pipeline for staging and production server.

Our Team ensured a Web MVP is ready within a 16 weeks of timeline.

Project Details

Project Details

  • Team Size : 4 Members
  • Project Duration : 16 Weeks
  • Company Domain : Fintech
  • Company Location : USA
Technology Stack

Technology Stack

  • ReactJS
  • NodeJS
  • AWS
Casestudy key feature

Key Features

  • Financial Investments
  • Multiple Investment Goals
  • Goal Plan Updation
  • Secure Payment
Casestudy benefits

Benefits

  • Low Cost Alternative Use
  • Enhanced Customer Service
  • Complete Automation

Let’s Talk!

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