Android & iOS Apps for Mutual Funds CRM

About Our Client

Montlake Global Wealth is a premier wealth management and financial advisory firm. The company offers a comprehensive investment platform empowering clients and financial advisors to manage mutual fund portfolios, evaluate investment schemes, track wealth performance, and perform detailed financial goal planning across iOS and Android platforms.

Challenges

Complex portfolio tracking across diverse asset classes, fragmented client-advisor communication, lack of mobile financial planning tools, delayed performance updates, manual tracking of SIP investments, inefficient Mutual Fund (MF) research, and the need for secure handling of sensitive financial portfolio data.

Solution

A high-performance mobile application ecosystem was developed for iOS and Android platforms to streamline mutual fund portfolio tracking and wealth management. Built with a robust Java Spring Boot backend microservice architecture and Angular frontend UI components, the app delivers real-time portfolio dashboards, advanced financial research tools, and goal-oriented investment planning calculators.

Team Composition

Project Manager, Business Analyst, Mobile UI/UX Designer, Angular Developers, Java Spring Boot Developers, and QA Engineer.

Key Features Delivered

• Comprehensive Portfolio Dashboard (Mutual Funds, SIPs, Lumpsum, Insurance)

• Mutual Fund Research & Scheme Performance Tracking

• Financial Goal Calculators (SIP Calculator, SIP Delay Cost, Lumpsum)

• Life & Wealth Planning Tools (Marriage, Education, Retirement, House Planning)

• EMI & Income Tax Calculators

• Client Profile & Portfolio Holding Summary

• Real-Time Transaction Alerts & Portfolio Notifications

• Direct Client-Advisor Communication Channels

• Admin Portal for Client Portfolio & CRM Management

Results

• Enhanced client experience with single-window access to portfolio insights

• Empowered investors with interactive financial planning and SIP calculators

• Streamlined client management and communication workflows for advisors

• Improved portfolio visibility and informed decision-making for mutual fund investments

Technologies Used

• Frontend: Angular, TypeScript, HTML5, CSS3

• Backend: Java, Spring Boot, Spring Security

• Database: MySQL

• APIs: REST APIs

• Authentication: JWT

• Notifications: Firebase Cloud Messaging

• Server: Nginx

• Infrastructure: Cloud Hosting

• Deployment & Version Control: GitHub, CI/CD Pipelines