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Client workWealth & investing

A wealth app for everyday investors

One app to invest, borrow and protect. Managed baskets, gifting, child accounts, a family dashboard, goals and credit against your own portfolio, live with real customers under a financial-services licence.

Client
Client work, name withheld
About
A regulated South African investment platform
Sector
Wealth & investing
Platforms
iOS, Android, Web
Our role
Product design, Engineering, Platform, Release

Thechallenge

Investing apps usually make you choose: simple and shallow, or powerful and intimidating. Our client wanted first-time investors and families to feel at home, without hiding the depth that experienced investors expect.

And it had to pass the scrutiny of a regulated financial-services business from day one: onboarding, suitability, payments and reporting all done properly.

What webuilt

Baskets you can read at a glance

Professionally managed portfolios presented as baskets, with performance, risk level and holdings in one card. Customers own the underlying assets directly.

Growth Basketmarkets open

Year to date

+12.8%

Balanced, medium risk

You own the underlying assets

  • 46% Local equities
  • 28% Global ETFs
  • 16% Bonds
  • 10% Cash
Interface recreated in code. Figures illustrative.

Goals that feel like progress

Savings goals with a live progress ring and contribution history, designed to make the habit stick, not to nag.

Goal: first home depositon track

64%

R 96,000 of R 150,000

Monthly contributions

R 9,000
R 9,000
R 12,000
R 9,000
R 15,000
R 9,000
R 14,000
R 19,000
JanFebMarAprMayJunJulAug
Interface recreated in code. Figures illustrative.

Stack and craft

  • Native iOS and Android apps
  • Web app
  • Onboarding and KYC
  • Payment integrations
  • Market data feeds

Outcome

  • Live on iOS, Android and the web, serving real investors.
  • Invest, borrow and protect in one regulated product.
Next caseDashboards for any industry