Personal Wealth Management Solution

The result of the development process is a completely secure, fully encrypted financial platform. Here's how we achieved it.

The company and product

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

It was developed by InvestmentLink, a company that supplies superannuation data to over 10,000 Financial Planners and their 4.4 million members across Australia and New Zealand.

The web application enables owners of financial products to view all of their decentralized assets such as bank accounts, loans, mortgages, shares, superannuation, and credit cards in one place.

It enhanced control over assets and improved communication about personal finances with stakeholders. Thanks to the display of financial data across all relevant investment products, financial advisors are able to make fast, incisive decisions on behalf of their clients.

Scope and Highlights

DATA VISUALIZATION

WEB APP DEVELOPMENT

RUBY ON RAILS AND ANGULARJS

4.4M

ACCOUNTS

TEAM MEMBERS

INTUITIVE DASHBOARD

The Challenge

The client needed to find experts that can bring their product idea to life.

When Cashdeck 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 challenges

Providing the same encryption and physical security as the banks.

Designing a read-only service, thereby protecting users’ accounts.

Centralized access to multiple asset platforms.

Providing the same encryption and physical security as the banks.

Designing a read-only service, thereby protecting users’ accounts.

Centralized access to multiple asset platforms.

The Process

The app had to be functional both for financial asset owners and advisors.

It also 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 future 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:

Building a user-friendly, intuitive interface with Angular and Rails assets.
Building a Service Oriented Architecture with individual investment services, each with its own specific parameters.
Creating a comprehensive set of push notifications to be delivered with near real-time efficiency and accuracy.

Team’s voice

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.

1. It allows the owners of financial products for complete control, asset overview and communication of personal finances with stakeholders.

2. It became a great tool for financial advisors to give informed advice and make fast, incisive financial decisions on behalf of their clients.

3. It is user-friendly and allows for customized branding.