Investment Portfolio

Development of a hybrid mobile application for Android and IOS devices to allow user and client access to their investment portfolios, allowing the latter to be able to operate online; and thus managing to improve the digital presence and the omni-channel.

Location: Argentina.

Client: Portfolio Personal.

Industry: Bank & Financial Services.

Service: Turnkey Projects.

Expertise: Mobile Development.

Tecnologies: Java, Android, Objective-C and Phone-Gap.

Background

Portfolio Personal is one of the largest investment companies in Argentina. It offers clients multiple tools to analyze, compare and follow the profitability of their investments, offering advice and management of their portfolios.

The company needed to develop a powerful mobile platform to help its clients operate in a simple, agile and secure way, from any device.

Challenges

Across the world, individual and corporate investors have rapidly embraced new technologies that enable them to conduct their activities and transactions virtually anywhere, anytime, and on any device.

Based on this general paradigm shift, Portfolio Personal promoted the creation of an app capable of performing all kinds of operations with a high level of security, aesthetics and usability.

Business Objectives

Offer Portfolio Personal clients an aesthetically pleasing, intuitive and usable application for both Android and IOS, maintaining a uniform experience on all platforms.

This application had to offer real-time information on how the different stocks, bonds, futures and other instruments are quoted in the main markets, as well as the possibility to operate online, which until then was done by telephone or on the website, expanding the omni-channel.

Solution

The implementation and maintenance of the application were designed, developed, tested, and completed, paying close attention to the user experience and seeking to make trading operations as easy as possible.

The application should be able to update the information of the instruments that make up the stock market such as stocks, bonds, funds, etc.

Results 

Since its launch, the application has had over 10,000 downloads, allowing Personal Portfolio to establish itself as one of the leading stock exchange companies in the country.

The functionality provided a safe and secure experience for users, who now have an additional channel to carry out stock transactions.

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