fintech app
Planet of Finance
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Planet of Finance bridges the gap between private investors and qualified financial advisors

Location:Monaco

developingPlanet of Finance

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Planet of Finance was launched in 2009 and named the Facebook of private bankers. In 2018, 10 years apart from the launch moment, we were given the challenge to redesign and rebuild the website and to transition it into the mobile world.
 

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the challenge

The platform connects private investors with financial advisors through very well-designed profiles and matchmaking, allowing them to share and get investment advice from other professionals easily. The challenge was the process of redesigning a platform and its mobile apps for a market that requires financial flows and terminology, information architecture, permissions and user roles while considering the type of user experience and flows are the finance professionals familiar with.

the solution

The Wolfpack Digital team designed the UX/UI and developed the fintech apps and platform while considering the finance professionals' behavior! Together with the new redesign, we transitioned them into the mobile world with state-of-the-art iOS and Android apps. The platform now easily connects private investors with financial advisors, allows them to share and get investment advice, matches finance professional with a pool of clients, and makes the selection for a suitable financial advisor quick and straightforward.

the result

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app development services

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

features

  • Automated e-mail reminders for events;
  • SMS and push notifications;
  • SMS confirmation for the sign-up process;
  • Booking one-on-one and online meetings;
  • Virtual currency;
  • Recurring payments;
  • Admin dashboard with user management features and statistics' reports;
  • Custom calendar for in-platform events;
  • Custom map with users' search;
  • Find near my location' feature;
  • Custom search for finance professionals matching.

tools & technologies

Android Kotlin/Android Studio
ruby on rails
Vue.js
Redis
Google Cloud
PostgreSQL
Wirecard
PayZen
Web RTC
TokBox
OpenVidu
Apple Xcode
Swift 5.0.

app design

style guide
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the app launch

success story

Planet of Finance won the Global Best Technology Solution in Wealth, Asset and Investment Management in the Global Banking & Finance Awards by The European Magazine- a quarterly business publication, published by Chase-Publishing in London.

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