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FINANCE MANAGEMENT PLATFORM

CashDeck app - Case Study

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A comprehensive FinTech application built with Angular and Ruby on Rails

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Jan Solecki ACCOUNT EXECUTIVE AT MONTERAIL

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Scope and highlights

  • design-monitor-pencilUX/UI DESIGN
  • 7.1TEAM MEMBERS
  • Computers-Devices-ElectronicsINTUITIVE DASHBOARD

The Challenge

CashDeck is a personal wealth management tool, developed especially for accountants, financial planners and mortgage brokers.

When they approached Monterail with the idea for an application, they were managing accounts for more than 4,4 million members across Australia and New Zealand. 

The client identified a need for an easy and fully integrated means of viewing all of their decentralized assets such as bank accounts, loans, mortgages, shares, superannuation, and credit cards.

Key Challenging Areas: 

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The Process

The app had to be functional both for financial asset owners and advisors. More so, it had to be ready for future updates.

We decided to wrap all services in a core UI and extract it to a shared gem so that the upcoming updates for both the dashboard and push services would happen seamlessly and in a coordinated way. For data visualization and illustrating fluctuations, we decided to choose D3.

Core activities included:

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We chose Ruby on Rails and Angular that enabled us create a secure, complex service-oriented architecture and a user-friendly interface. The effect exceeded our expectations and the user feedback brought satisfaction to the whole team. Dariusz Gertych TECH LEAD

The Outcome

The result of the development process is a completely secure, fully encrypted financial platform that serves as a meta-dashboard for managing financial accounts. 

The size and weight of the financial market it serves proves the success of CashDeck, making it a staple tool for many of Australia’s largest financial institutions—including major banks.

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