About project
Experience the modern way to manage your business finances with precision. Dive deep into your financials with our analytics dashboard, giving you real-time insights into key performance indicators. From revenue and expenses to cash flow and account balances, get the comprehensive view you’ve been missing. Ditch the inefficient spreadsheets and step into Fortune App – where your financial clarity is just a tap away.
Duration
07.2021-10.2023
Technologies
Typescript, Expo React Native, Node.js, MongoDB
Business solutions
- a single system that handles all wealth management operations and allows for business scaling
- a unified customer profile that makes it easy to collect and update customers’ financial information
- an increase of 1,000 active users and a $90,000 increase in quarterly transaction volume within one quarter
- new revenue streams and capitalization opportunities with AI suggestions
deveLOPMENT PROCESS
- implementation of the new interfaces and improvements of UX
- development of the way to move to a multi-tenet architecture
- integration APIs of different banks, to displey them in one dashboard
- paymentsysymes integrations like Stripe, PayPal etc.
- charts and dashboards creation with react-native-chart-kit, react-native-charts-wrapper and React Grid
- app publication to App Store and Google Play Market
- settings of some DevOps cycles and CI/CD
Roadmap
Planning and Preparations
06 2021-12 2021
- gather requirements for new interfaces and UX improvements
- define project scope and objectives
- define architecture components and design principles
- research APIs of different banks for integration
- create integration roadmap and prioritize APIs
Development Phase
01.2022-06.2022
- design wireframes and prototypes for new interfaces
- develop UI components and implement UX improvements based on feedback
- develop architecture components to support multi-tenancy
- implement database schema changes and data segregation strategies
- develop middleware for integrating APIs of different banks
- implement authentication and authorization mechanisms
- test API integrations for reliability and security
Feature Development and Integration
06.2022-12.2022
- integrate payment systems like Stripe, PayPal, etc.
- implement payment processing workflows
- design and develop charts and dashboards using react-native-chart-kit, react-native-charts-wrapper, and React Grid
- customize charts and dashboards based on user requirements
- prepare app for publication to App Store and Google Play Market
- create app store listings and marketing materials
Optimization and Continuous Improvement
01.2023-10.2023
- set up DevOps cycles for automated testing, deployment, and monitoring
- implement CI/CD pipelines using tools like Jenkins, GitLab CI, or GitHub Actions
- configure automated testing suites for frontend and backend components
- monitor app performance and user feedback
- iterate on features and UI/UX based on user insights
- conduct regular security audits and implement necessary patches
Main Functionality
Unified Wealth Management System:
The platform offers a centralized hub for wealth management, streamlining operations and optimizing efficiency while accommodating seamless business scaling. This ensures effective resource utilization and a cohesive approach to financial management.
User Growth and Transaction Surge:
Noteworthy achievements include a substantial increase of 1,000 active users and a surge of $90,000 in quarterly transaction volume within a single quarter. This underscores the platform's scalability and successful traction in the market.
AI-Driven Revenue Enhancement:
Harnessing the power of AI suggestions, the platform identifies and capitalizes on emerging revenue streams. By leveraging data-driven insights and strategic decision-making, it enhances overall profitability and adaptability to market trends.
Enhanced User Experience and Features:
The implementation of intuitive interfaces and UX improvements prioritizes a user-friendly experience. Additional features include a multi-tenant architecture, seamless integration with various bank APIs, payment systems like Stripe and PayPal, and robust data visualization tools (e.g., react-native-chart-kit, react-native-charts-wrapper, and React Grid), providing users with comprehensive financial insights.
DevOps Implementation and Security Assurance:
To ensure continuous improvement, the platform has established DevOps cycles, CI/CD pipelines, and automated testing suites. This allows for efficient development, deployment, and monitoring processes, incorporating user feedback for iterative enhancements.
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