SmartInvest

Client’s location

Ukraine

Project (Industry):

Fintech

Partnership period:

May 2021 – present

Type of work:

Prototypes and mobile application design Mobile app development

Easy tracking of statistics and analytics

User-friendly account management interface

Easy process of buying and selling securities

All your assets are perfectly safe

Reliable verification via Bank ID

purpose	Provide clients with the opportunity to conveniently buy securities – stocks and bonds.
Idea	One app to manage your investment portfolio. In this application users can buy/sell a security, deposit their account, accumulate balance, withdraw money, study articles in the university to improve the level of knowledge, conduct actions in the personal cabinet. The product can track the dynamics of the stock market, and manage your portfolio – buy, sell and monitor the dynamics of stocks. Moreover, the product has a university section that is designed to teach clients how to invest correctly.
Tasks	An admin panel and a mobile app were created. In the admin panel, the admin can view user information, verify the user, create securities, and materials for the University section. In the app, the user can register, attach all necessary documents for verification, read the training material, the list of bonds, go to the purchase process, and view their overall statistics.
Solution	We developed web and mobile app that helps to make investing simple. Users can draw up and sign all the necessary documents right in the app.

Features

eKYC

Сustomer registration is a fully online process

Stock catalog

Automatic market matching based on Exante and Yahoo.Finance

Buying stocks, bonds and fractional stocks online

Portfolio management

Portfolio dynamics tracking
Auto-broker (buying stocks according to risk strategy)

Online university

Integration with payment systems

Visa/master, bank transfer, web3 payments

Security features

FaceID login, two-step authentication

Roles

Buyer

A person who is registered in the application and is entitled to buy and sell securities.

Seller (Broker)

User who has access to the administrative panel of the application and can perform the following actions:

Create / Edit / Delete securities list
Process customer registration requests
Process requests to buy and sell securities
Download contracts.

Integrations

Smart ID

Service that allows you to sign contracts that are created on the back-end application side.

BankID

Service of remote customer verification through Ukrainian banks, which provides the ability to identify the client on the Internet resource online when registering or ordering services.

SMS / Email servers

Service(s) that allow you to send SMS and contracts to the buyer, which are created in the back-end.

Payment system

Can be any. Must provide transfer of funds from customers' cards when buying securities to the SmartInvest application account and vice versa.

Back-end of an app

A system that allows the broker to manage the content in the application. Must generate contracts for each buyer when registering, as well as buying and selling securities.

Time	It took 6 months (or 3000 hours) to develop MVP.
Project Management Methodology	Scrum
Team	1 Business Analyst 2 UX/UI designers 2 front-end engineers 2 back-end engineers 1 QA 1 Scrum master
Technologies	ReactJS Laravel

As a leading software development company, we provide end-to-end solutions to companies of various sizes.Using vast experience in the fintech industry, our team of certified specialists takes on tasks of any level of complexity.