Planet of Finance

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.

Automated Email Reminders for Events

Sends scheduled email reminders to users about upcoming events, meetings, or deadlines to ensure they stay informed and engaged.

Booking One-on-One and Online Meetings

Enables users to easily schedule and manage individual and online meetings through a user-friendly booking system.

Custom Calendar for In-Platform Events

Provides a tailored calendar feature to organize, display, and manage all platform-specific events.

Custom Search for Finance Professionals Matching

Facilitates tailored searches to connect users with finance professionals who match their specific needs and preferences.

The challenge

The platform bridges the gap between private investors and qualified financial advisors through well-designed profiles and matchmaking, allowing them to share and get investment advice from other professionals easily.

The challenge was redesigning the 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 the finance professionals are 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 professionals with a pool of clients, and makes selecting a suitable financial advisor quick and straightforward.

technologies used

Firebase

Postgres

Redis

Ruby

Swift

Vue

success stories

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.

our work

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