Wealth Management Platform

Client

Service

Industry

Team

JM
Financial

UI/UX Design
App Development
Web Development

Fintech

UI/UX Designer
Vue Developer
Database Designer

A Next-Gen Wealth Management Super App

Challenges

The client approached us with the challenge of creating a super app that would revolutionize the way users invest and manage their wealth. The key challenge was to integrate a range of different asset classes, including mutual funds, bonds, FDs, IPOs, and insurance, into one user-friendly platform.

Solutions

We developed a cutting-edge super app that integrated all of the client's requirements, making it simple for users to track and transact across different asset classes. The app included a user-friendly interface, providing clients with detailed information about their individual and family-level portfolios. We used the latest technologies to ensure security and reliability, including integration with multiple payment gateways.

"The team at Heptanesia exceeded our expectations. Their innovative approach to the development of our super app was truly impressive. It has helped us stand out in the fintech industry and has made a real difference for our clients."

- Business Head, JM Financials.

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