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Puls Wealth Builder

The Brief

Our software development company has been approached by a financial services startup called Puls Wealth Builder. Puls Wealth Builder is a company that provides investment and financial management services to individual clients, and they have identified a need for a digital platform that can streamline their operations and improve the user experience. Our team has been tasked with developing a web-based platform, Android and iOS applications that allow clients to manage their investments, track their financial goals, and access a range of financial resources.

Objective

Our primary objectives for this project are to create a user-friendly portal that provides clients with the tools and resources they need to manage their investments, track their financial goals, and access a range of financial resources. We want to ensure that the platform is scalable and can accommodate future growth, as well as being secure and compliant with financial industry regulations. Our ultimate goal is to provide Puls Wealth Builder with a platform that enhances their business operations, improves the user experience, and drives growth for their business.

The Technologies

Framework

We have chosen to use the VueJS framework for the development of the web portal. VueJS is an open-source JavaScript library that is well-suited for building user interfaces. It allows us to create reusable UI components and improve the performance of the platform.

Database

We used PostgreSQL as the primary database for the platform. PostgreSQL is an open-source relational database management system that provides robust data integrity, concurrency control, and performance. We also used Supabase for specialised app database requests.

Services

To ensure the platform can integrate with third-party services, we used Amazon Web Services (AWS) for cloud computing, Stitch.io for bank integration, Cloudflare and Datadog for networking and cloud monitoring.

AWS provides a range of cloud computing services that are secure, scalable, and reliable, while Stitch.io is a reliable platform for bank integration.

The Process

Requirements
& Analysis

To develop a comprehensive understanding of the requirements for the platform, we conducted an in-depth analysis of the business operations of Puls Wealth Builder. This analysis helped us identify the key features and functionality required for the platform.

Resource
Planning

After conducting the analysis, we created a detailed plan outlining the resources required for the project, including the timeline, budget, and team members required for the development process.

Frontend & Backend Development

Our development team used an agile development process to ensure that the platform was delivered on time and to the satisfaction of our client. This approach involves regular collaboration with the client and iterative development cycles to ensure that the platform meets the evolving needs of the business.

Testing

To ensure that the platform is reliable and user-friendly, we conducted rigorous testing throughout the development process. This will include functional testing, user acceptance testing, and security testing to ensure that the platform meets the highest standards of quality.

Deployment

Once testing is complete, we deployed the platform to a staging environment for further testing and user acceptance. Once we have received approval from the client, we will deploy the platform to production. The Android app was released to the PlayStore and the iOS app to the App Store, where we manage the services on behalf of Puls Wealth Builder.

Maintenance & Updates

After deployment, we provided ongoing maintenance and support for the platform to ensure that it remains secure and reliable. We also work with Puls Wealth Builder to identify areas for improvement and provide regular updates to the platform to enhance its functionality.

Project Description

Tier 1 - Frontend-end onboarding, Android and iOS apps

Our primary objective for Tier 1 of the project is to create a user-friendly and secure login system for the platform. This will include user registration, login, and password recovery functionality.

Tier 2 - User dashboard

User dashboard of the platform, including investment tracking, financial goal setting, and financial resource access. We will also integrate third-party services such as Stripe for payment processing and Stitch.io for bank integration.

Tier 3 - Admin Portal

In the final tier of the project, the administrators can manage their system with many points of analytics.

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