FinTech • Australia • SMB

COMPREHENSIVE FINTECH APPLICATION

CashDeck - Case Study

A complex finance management platform for data visualization built with AngularJS and Ruby on Rails

Jan Solecki chief operating officer

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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 which 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 the 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

ACCOUNTS
TEAM MEMBERS
INTUITIVE 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:

- Providing the highest levels of user security, with the same encryption and physical security as the banks
- Design a read-only service that makes it impossible for anyone to touch the users’ accounts
- Centralized access to multiple asset platforms

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:

Building a user-friendly, intuitive interface with Angular and Rails assets

Building a Service Oriented Architecture with individual investment services, each with their own specific parameters

Creating a comprehensive set of push notifications to be delivered with near real-time efficiency and accuracy

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 SENIOR DEVELOPER

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.

It allows the owners of financial products for complete control, asset overview and communication of personal finances with stakeholders
It became a great tool for financial advisors to give informed advice and make fast, incisive financial decisions on behalf of their clients
It is user-friendly and allows for customized branding

I'm here to gather your requirements, answer all your questions and push your idea into development as fast as possible.

Jan Solecki