Simplewealth - Website for FinTech

The task

Developing a segment of a personalized investment and financial management web service tailored for German and Swiss residents.

THE SOLUTION
Simplewealth has digitized key aspects required for investment growth, developed as part of the Simplewealth program. This includes user sign-up, authorization, onboarding, and the main page of the app. Additionally, we implemented parsing and analysis of documents (assets) supplied by adjacent project modules, organizing them into a user-friendly format and storing them in the database. The React-Final-Form library facilitated form handling, while data validation was ensured through the Yup library.

The Result

HOME PAGE: Designed for convenient and comprehensible private asset reports, featuring interactive graphs and elements for detailed information. The page is responsive, ensuring proper display on any device, with JWT tokens ensuring robust data security.

ONBOARDING PAGE: Enables users to connect their accounts to the system. Implemented with an intuitive interface displaying user progress and remaining tasks for connection completion, supported by interactive feedback.

REGISTRATION PAGE: Allows users to register by entering their data and undergoing account confirmation via email.

DASHBOARD: Developed for user management, enabling editing of personal information and user deletion options.