Wealth Management Platform

Wealth management platform connecting investors with a professional wealth-advisory company, allowing investors to answer a questionnaire and receive either a recommended model portfolio or a custom-tailored individual portfolio, that is further monitored, rebalanced and adjusted by a professional wealth-adviser based on the changing market conditions and client’s goals.

Engagement model: Time & Materials

Effort and Duration: ongoing since May 2019

Solution: Wealth Management Platform

Technologies: ASP.NET Core, Angular, Stripe, Mandrill, Materialize CSS

Project Team: 2 .Net engineers, 1 Front-end developer, 1 BA, 1 PM, 2 QA, 1 Designer