Financial Advisory App
Created a Mobile App for Financial Advisors to Boost Security and Enhance User Experience
About Project
Founded in 1995 and based in Mumbai, India, IIFL (India Infoline) is a leading financial services firm. It offers investment banking, institutional equities, and wealth and asset management services.
FinTech App
BusinessAsia Pacific
Location
With over 900 locations across India and international offices in London, New York, Dubai, Hong Kong, and Singapore, IIFL is celebrated for its innovative products and has earned accolades for excellence in financial services.
Brief
We developed a responsive web platform and mobile app for customers to manage investments securely. It verifies account access with a PAN and client code. Users can view details across NSE, MCS, BSE, and NCDEX segments and track portfolios, including mutual funds, bonds, and equity, with current values and profit/loss insights. Features include PDF report generation based on custom inputs and managing family members with defined relationships.
List of Services Offered
- Wealth Management Solutions
- Financial Mobile App Development
- Investment Banking Services
- Institutional Equities Trading
- Asset Management Expertise
- Financial Advisory Support
Enhanced UI/UX Experience
Features
Timely Implementation of Enhanced System Solutions
Our team diligently analyzed requirements and implemented solutions to exceed expectations within timelines. We focused on enhancing system efficiency, integrating advanced features, and optimizing the user experience for seamless operation.
Customer-centric Security and Interaction Integration
We prioritized customer-centric design enhancements and robust security measures to ensure reliability and user-friendliness. Our focus on technical improvements and seamless functionality facilitated superior advisor interactions while safeguarding customer data.
Proactive R and D for Efficient Execution
Early-stage R&D efforts preempted delays and enabled thorough technical exploration. Our proactive approach laid a robust foundation for efficient implementation, minimizing risks and enhancing project execution effectiveness.
Scalable Technical and Functional Enhancements
We optimized backend integrations and implemented robust security measures to support future scalability seamlessly. Our design ensures ongoing scalability and flexibility for integrating new features without disruption.
Technology Stack
Front-end Techs
ionic
Angular
Back-end Techs
ionic
Angular
Server
ionic
Angular
Database
ionic
Angular
Cloud
ionic
Angular
Project Management
ionic
Angular
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