fintech app
Planet of Finance
Planet of Finance featured image
Planet of Finance bridges the gap between private investors and qualified financial advisors
Planet of Finance is a fintech global solution developed by Wolfpack Digital that matches investors with financial advisors offering professionals profiles, booking and meetings app features.
Location:Monaco

developingPlanet of Finance

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the challenge

The platform bridges the gap between private investors and qualified 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.

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the result

app development services

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

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

app design

style guide
style-guide-image

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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