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Moneyware

Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space. MoneyWare Mobile App from Miles Software is a comprehensive solution that helps advisors and investment managers to enhance their client experience and retention.

Case study:

Challenge

Users had no way to check their portfolio holdings on mobile. Every time, they had to login on website to check the details. The MoneyWare App for iOS and Android platform gives users secure access to their investment portfolio, allowing them to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from their mobile devices.

Solution

Solution was to build a native mobile application for Windows, Android and iOS platform showing all the portfolio details to users consuming the already existing REST API's. MoneyWare contains sophisticated tools that enable ‘Wealth Management on the Go’ for relationship managers and clients. Intuitive, easy to use features facilitate collaboration and enable responsiveness in client interactions taking client engagement to the next level.

Benefits

The key objective of the proposed mobile application is to allow user (i.e. to client) of banks, wealth management companies to view details of their portfolio holdings and portfolio performance. In addition, they would also be able to take a look at their asset allocation data and consume news content published by banks and wealth management companies.

  • It had a very secure Login system
  • Users were able to see their Holdings in real time 
  • Users were also able to see the data in the form of Bar / Pie Charts which gave them more ablility to understand the data
  • There was a real time Currency Conversion feature in this app 

Key Features

  • It had a very secure Login system
  • Users were able to see their Holdings in real time 
  • Users were also able to see the data in the form of Bar / Pie Charts which gave them more ablility to understand the data
  • There was a real time Currency Conversion feature in this app 

Core Technology Used

  • Mobile technology: Titanium - Android, Windows, iOS
  • QA and PM: Selenium, Appium, Jira Confluence
  • Search: Apache/Solr