Fintech Investment Platform : Digital wallet functionality

Senior Bubble Developer

Developed an investment platform that empowers users to explore alternative investments using various payment methods. Developed comprehensive features, including portfolio management, detailed investment reports, and a secure document signing process. To streamline the investment process, we've integrated a convenient wallet functionality for swift transactions.

~ Pradeep, Product Lead

The company aims to create an investment platform that simplifies the process of investing in movie projects. This platform will prioritize a user-friendly experience, allowing investors to easily navigate their investment journey and manage their portfolios effectively. Key features will include investments tracking, digital wallet, communication channels, referral programs, and rewards.

In just 3 months, we developed a fintech investment platform in Bubble, which contains a streamlined onboarding process, detailed portfolio reports, and a user-friendly interface designed to simplify investment management for users of all levels.

We integrated several onboarding options, including OTP, SSO, and OTPless methods, to make the process as simple and user-friendly as possible. To enhance security, OTP storage and verification are handled externally, ensuring a seamless yet secure onboarding experience for all users.

Developed a portfolio management module where users can view detailed information about their investments, including current capital and returns. Users can also access and download comprehensive transaction reports, providing them with valuable insights into their financial activities.

Integrated wallet functionality for investors to store funds for investment, enabling quick and instant transfers. The wallet also allows users to receive returns, making it easy to manage and reinvest their earnings.

With this functionality, users can secure their place in upcoming investment opportunities, giving them the chance to invest before other users. In addition, they receive timely communications and updates about these opportunities, ensuring they stay informed and never miss out on high-demand investments.

We added an automated reinvestment feature that allows users to reinvest their returns based on their preferred investment categories. This ensures that users can effortlessly grow their portfolios according to their chosen strategies, without needing to manually manage each reinvestment.

Integrated an e-signing API that enables users to securely sign necessary legal documents with just a single click during the investment process. This functionality streamlines the documentation required for investments, enhancing user experience by eliminating the need for physical signatures.

Since most affordable Bubble plans offer only dynamic IPs, and static IPs are available only in the more expensive plans, we leveraged AWS to create a static IP, which was a prerequisite for some of the API integrations.

We ensure continuous improvements with regular feature releases and upgrades. Our focus is on enhancing the platform based on user feedback and evolving industry trends. We provide ongoing support to maintain performance and security, ensuring the product stays current, reliable, and aligned with user needs.