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fintech app

Planet of Finance
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fintech app

Planet of Finance
Planet of Finance bridges the gap between private investors and qualified financial advisors
android
mobile & web apps
Monaco
fintech
ios
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
2019 - 2020

developingPlanet of Finance

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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.

the result

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core tech

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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

  • Redis
  • firebase
  • bitrise
  • Circle CI

projects

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Cluj-Napoca HQ: 9 Emile Zola Street, 400112, Romania
Dublin: 42 Pearse Street, D02 YX88, Ireland
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