Investment Platform for Web and Mobile

Project background 

Overview

The client is a fintech company offering a roboadviser platform designed to provide users with automated investment strategies. The application helps users achieve their financial goals by making investments based on leading capital market research and artificial intelligence. Unlike traditional trading platforms, users don’t need to manually trade; the system makes investments automatically according to user-defined strategies.

The client wanted to improve the existing investment platform by adding new features and expanding the product’s capabilities. The system supports multiple investment products such as Invest, Junior, and Motive, all of which cater to different types of investors. Additionally, the client requested enhancements to the web and mobile applications to improve performance, user experience, and security.

Project goals

• Enhance the user experience by adding new features and improving the onboarding process.
• Simplify user account management, including secure logins via Keycloak.
• Improve the overall performance and scalability of the application.
• Integrate a public part of the app, allowing users to explore investment options without registration.
• Expand mobile and web platforms to handle various investment products, such as tax-exempt savings plans and junior investment accounts.
• Combine web frontend and mobile components using react-native-web.

Challenges

• Implementing custom chart rendering for data received from the backend. Standard solutions didn’t work due to low performance (charts lagged significantly on the mobile version).
• Integrating new features without disrupting the existing infrastructure.
• Migrating from older technologies to more efficient ones, including transitioning from Redux-Saga to RTK Query on the mobile app.
• Improving navigation and user experience, particularly within the investment account management section.
• Supporting multiple investment product types with different logic and requirements.
• Making sure the platform remains compliant with Germany’s strict regulations regarding financial products and user data.

Our approach

Solution

Our approach focused on understanding both the technical and business needs of the client. We collaborated closely with the client to clarify goals and address potential issues early in the process. For the mobile side, we recommended and implemented the transition from Redux-Saga to Redux Toolkit (RTK Query) to improve performance and scalability. At the same time, we worked to re-architect key components of the application for smoother and more efficient operations.

We enhanced the integration with Keycloak for secure user authentication so that users could easily and safely access their accounts. Additionally, a public-facing portion of the application was developed, allowing users to explore investment options and complete an onboarding interview without needing to register first. On the backend, the application was powered by Java EE and Quarkus, integrated with AWS services (Lambda, RDS and S3). We optimized the API and data processing so that the system could handle increased traffic and provide real-time updates to users. The frontend was developed with Angular for the web platform, while the mobile app was built with React Native and incorporated advanced analytics with Firebase and complex data visualizations with React Native Skia.

Team

The project is managed by a Project Manager who coordinated efforts across 3 full-stack developers and 1 QA specialist. The team collaborated closely to ensure the timely delivery of new features.

Results

As a result of our work, the investment platform was successfully redesigned, leading to a significant improvement in user experience. API response times were reduced by 25%, and user identification processes were streamlined, enhancing security and cutting down on unauthorized access. 

The performance of the mobile app improved by 20% after the migration to Redux Toolkit. Navigation within the app was made more intuitive, helping users manage their investment accounts with ease. The introduction of new investment products contributed to a 15% increase in user registrations. Overall, the enhancements led to a more stable, scalable, and user-friendly application, fully compliant with the legal requirements for financial products in Germany.

Valeriia Bystrova

Experienced IT consultant and lead generation manager. Created dozens of compelling case studies and blog posts related to software development services.