Financial Advisor Application

Brainvire’s experienced team developed an app to manage clients and empower decision-making for a prominent financial service provider.

Financial Advisor Application
Financial Advisor Application

About Project

The client is an eminent entity in the financial industry providing mortgages and loans. They offer brilliant services in home loans, business loans, loans against property, micro finances, capital market finances, finances for SMEs, and many more. The client approached Brainvire’s team to get a suitable solution for client management.

What we did

Brainvire’s specialists developed an app that helped the client to manage their clients and financial portfolio. The app also helped the client to make wise and fruitful business decisions based on the deep insights acquired through the app. They used the right technology and solution to develop this app.
  • Platform/OS
    Mobile, Web
  • Category
    Finance, Stock Market, Web and Mobile Application Development
  • Case Study
    Case Study
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Tech Stack

  • Android
  • Angular
  • Azure cloud
    Azure cloud
  • ionic
  • IOS
  • MS SQL
    MS SQL




Accumulate customer information: The app accumulates all the customer information in the admin and can represent it graphically on the dashboard.



As per the client’s insistence, Brainvire’s team designed a feature-rich app. This app provides the latest market trends, details, and helps to track commodities, equity, currencies, and mutual funds. The app also offers a comprehensive view of the transactions on the dashboard. Customer information is also easily available on the admin. The client now has a single platform that helps them to manage their client portfolio, make decisions and enable client management seamlessly.

Client Testimonials

Vaibhav Gupta
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If any urgent needs arise, I can count on them to take care of things. Their deliverables are reliable thanks to vigorous QA testing. They are communicative, flexible, and willing to evolve to meet changing needs.
Vaibhav Gupta
Manager - IIFL
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202 Reviews

Brainvire Infotech Inc is developing an Android and iOS app that allows customers to see loan details and apply for or renew loans. They’re also working on an app and website for the broking space.

Vaibhav Gupta
Project Manager, Financial Services Group
2 years ago
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5.00/5 (211)