FinTech Investment Portfolio App
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Mobile Apps

FinTech Investment Portfolio App

Client: Boutique Wealth Management Firm

Secure, real-time investment portfolio mobile app with live market data, AI-driven insights, fractional trading, instant KYC, and bank-grade biometric security for HNI clients.

The Challenge

A boutique wealth management firm serving 2,000+ HNI clients had an outdated web portal with no mobile app. Clients demanded real-time portfolio visibility and the ability to act on market opportunities instantly.

Our Solution

AhaNova delivered a Flutter app with live WebSocket market feeds, AES-256 encrypted local storage, FaceID/TouchID authentication, and an AI module surfacing personalized investment insights based on portfolio composition and market conditions.

Results

  • Client app adoption: 87% within 30 days
  • Transaction processing: under 3 seconds
  • Support tickets: reduced by 60%
  • Rated 4.8/5 on both stores