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Simplewealth

Private asset management for everyone

UX/UI Design
DevOps
Web Development
Simplewelth private asset management for everyone

The client

Simplewealth

Industry - FinTech
Location - Czech
Private asset management for everyone

Services

Web Development
Backend development
Frontend development
Dashboards
CI/CD applied a set of measures that allow for faster and cheaper delivery of new features to production.

Technology Stack

Node.js - stack technology Malevich company
PostgreSQL - stack technology Malevich company
Bitbucket - stack technology Malevich company
JavaScript - stack technology Malevich company
Material UI - stack technology Malevich company
React - stack technology Malevich company

The Challenge

01.
To develop a part of customized investments and finance management web service. Target audience - German and Swiss residents.
The SolutionThe Solution

Simplewealth has digitized most of what is needed for investment growth. We developed as a part of the Simplewealth program. Such as sign-up for user authorization and onboarding and the app's main page. Also, we realized parsing and analysis of documents (assets) supplied by adjacent modules of the project, structured them into a convenient format, and stored them in the database. The React-Final-Form library was used to work with forms. To validate the data in the fields, we selected the Yup library.

Technologies:

React.js

Is flexible, fast, and can scale

Axios technology

To simplify working with the API

Material UI

We used Material UI libraries when it comes to style

Recharts library

Was used to display complex, composed graphs

JWT

We introduced JWT authentication for maximum protection of user data

Nest.js, PostgreSQL, XMLParser, and Workers

Were used on the backend
Simplewelth private asset management for everyone

The Outcome

01.

Home page

We developed a page to get convenient and comprehensible private assets reports. The user can interact with graphs and page elements to get more detailed information. The page has an adaptive web interface so it`s displayed correctly on any device. And JWT token provides great data protection.

02.

Onboarding page

On this page, the user connects his account to the system. We implemented a convenient interface where the user can see his progress and what is still lacking to complete the connection thanks to interactive feedback.

03.

Registration page

The user's registration page, on which he enters his data and undergoes confirmation of the account by mail.

04.

A dashboard for managing users, editing their personal information, and option to delete users has also been developed.