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Development of a Secure and Scalable Wealth Management Mobile Application
  1. case
  2. Development of a Secure and Scalable Wealth Management Mobile Application

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Development of a Secure and Scalable Wealth Management Mobile Application

atta.systems
Financial services

Challenges in Digital Transformation for Wealth Management

Need to securely digitize complex financial services while maintaining regulatory compliance (GDPR, financial regulations), ensuring intuitive user experience for sophisticated investors, integrating legacy systems with modern mobile platforms, and scaling infrastructure to support 10,000+ concurrent users with 99% client retention expectations.

About the Client

A leading Canadian wealth management firm managing $11B+ in assets, serving high-net-worth individuals and businesses with investment strategies and financial planning solutions.

Strategic Development Goals

  • Implement enterprise-grade security for sensitive financial data
  • Create intuitive portfolio management interface for high-net-worth clients
  • Establish seamless integration with existing backend financial systems
  • Build cross-platform mobile solution supporting iOS and Android
  • Ensure regulatory adaptability for evolving financial compliance requirements

Core System Capabilities

  • Real-time portfolio performance tracking with visual analytics
  • Multi-factor biometric authentication and encryption
  • Secure document sharing and e-signature capabilities
  • Personalized investment alerts and market updates
  • Comprehensive reporting with export functionality

Technology Stack Requirements

React Native
AWS Cloud Infrastructure
OAuth 2.0 Authentication
GraphQL API
Firebase Realtime Database

System Integration Needs

  • Legacy portfolio management systems
  • Third-party financial data APIs (Morningstar, Bloomberg)
  • CRM platforms (Salesforce Financial Services Cloud)
  • Regulatory compliance monitoring tools

Operational Requirements

  • 99.99% uptime SLA with failover redundancy
  • Sub-200ms API response times for critical operations
  • AES-256 encryption for data at rest and in transit
  • Horizontal scaling to support 50,000+ concurrent users
  • Automated compliance audit logging system

Expected Business Outcomes

Projected 30% reduction in client onboarding time through digital workflows, 25% increase in user engagement metrics, $1B+ incremental assets under management through enhanced client accessibility, and 40% faster regulatory compliance adaptation cycle for new financial regulations.

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