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wealth management app

Everon
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wealth management app

Everon
Everon | Digital Private Banking Services
fintech app
wealth management
Everon is a Swiss wealth management app that truly believes in democratizing private banking by offering access to outstanding investment opportunities that are geared to every person's needs.
Location:Switzerland
2020 - Present

developingEveron

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the challenge

Each person has multiple sources of income and wealth and financial needs, such as inheritance, salary, investments, properties, pension, crypto, and so on. The real need was for an app that can cover all those financial services and investment opportunities under one roof.

the solution

Together with Everon, we developed an all-in-one app that allows clients to plan and organize almost all of their financial matters. Everon offers private banking services quickly and easily. The app is designed for the Swiss market needs and aims to offer targeted services such as wealth management, vested benefits, pillar 3a, private markets, and payments.

Monitoring and providing data is a key component of Everon: delivering statistics, graphs, reportings, forecasts, and many more in a simple and elegant solution. Everon is the ideal digital solution for everyone who wants to take care of their finances. Be it asset management, pension provision, vested benefits accounts, private markets, and many more.

 

the result

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core tech

app development services

our contribution
  • UX/UI design;
  • Android development;
  • iOS development;
  • Web development;
  • Project management;
  • Quality assurance.

features

  • User wealth profile;
  • Biometrics authentication;
  • Custom data and inputs based on profile;
  • Live messaging;
  • Custom notifications;
  • Custom & admin-controlled email templates;
  • SMS validation features;
  • Automated app language based on device lang;
  • Face and ID scan integration;
  • Complex graphs for wealth and investment tracking;
  • Email notifications based on user events;
  • Contract signing via SMS code;
  • Contract signing via digital signature.

tools & technologies

  • Kotlin
  • PostgreSQL
  • SwiftUI
  • Sidekiq
  • nuxt JS
  • Kubernetes

projects

view more of our work

let's build your app

contact us
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Cluj-Napoca HQ: 37 Racoviță Street, 400165, Romania
Dublin: 42 Pearse Street, D02 YX88, Ireland
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