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Development of Mobile Investment Application

cheesecakelabs.com

Financial services

Need for Modern Mobile Investment Platform

EQI requires a modern, user-friendly, and secure mobile application to provide its clients with easy access to investment information, portfolio management tools, and trading capabilities. The existing platform may be outdated or lack features necessary to meet current client expectations and competitive demands.

About the Client

EQI is an investment firm partnered with BTG Pactual, a leading investment bank in Latin America, offering investment services to clients.

Project Goals

Develop a native Android and iOS mobile application for investment management.
Enhance client accessibility to investment portfolio data and trading functionalities.
Improve user experience through intuitive design and streamlined navigation.
Ensure the application meets stringent security requirements for financial data.
Integrate with existing BTG Pactual systems for data and transaction processing.

Functional Requirements

Real-time market data display (stocks, bonds, mutual funds, etc.)
Portfolio tracking and performance analysis
Secure trading functionality (buy/sell orders)
Account balance and transaction history
Push notifications for market alerts and account updates
Secure login and authentication (multi-factor authentication)
Customer support access (chat, FAQs, contact form)

Preferred Technologies

Native Android (Kotlin/Java)

Native iOS (Swift/Objective-C)

Secure API development (RESTful APIs)

Cloud-based backend (AWS, Azure, or GCP)

Required Integrations

BTG Pactual core banking systems
Market data providers (e.g., Refinitiv, Bloomberg)
Payment gateways for fund transfers

Key Non-Functional Requirements

High performance and responsiveness
Scalability to support a growing user base
Robust security to protect sensitive financial data
High availability and reliability
Compliance with relevant financial regulations

Expected Business Impact

The new mobile investment application is expected to increase client engagement, improve customer satisfaction, drive trading volume, and enhance EQI's competitive position in the Latin American investment market. It will also streamline operations and reduce manual processes.