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
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
WEB APP DEVELOPMENT
RUBY ON RAILS AND ANGULARJS
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.
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.
It's about architecture
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 users' feedback brought satisfaction to the whole team.
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.
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