Assertor

Assertor

High-net-worth individuals, experienced investors, and financial advisors seeking sophisticated investment management tools.
Task

Create a secure and sophisticated investment management platform that allows our clients to track their portfolios, research investment options, and stay ahead of market trends.

  • Strategy

    Brand Strategy, Design Strategy, App Strategy

  • Design

    Web Development, Mobile Development

  • Client

    Assertor

  • Tags

    app, brand, design, mobile, site

Open Project
Strategy

Key requirements

Mobile App (iOS & Android):

Clean, intuitive design with an emphasis on key investment data. Real-time portfolio performance tracking with detailed dashboards. Secure login with biometric authentication options.

Website

Responsive design providing a seamless experience across all devices. Informative company overview, mission, and client success stories. Secure, detailed client portal mirroring the app’s functionality.

Usability

How we make Assertor unique

Personalized Insights: Use machine learning to analyze portfolios and offer tailored recommendations based on individual risk tolerance and goals.

Collaborative Platform: Enable clients to connect and share insights with their financial advisors directly through the app/website.

Alternative Investment Options: Expand beyond traditional stocks and bonds with a curated selection of alternative investments (e.g., private equity, real estate).

Strategy

Development

Tax Optimization Tools: Provide features that assist in tax analysis and identifying tax-efficient investment strategies.

Transparency and Education: Prioritize clear reporting and educational resources to build trust and understanding within the investment process.

Passion for Financial Empowerment

Ultimately, we believe in the power of informed investing. Assertor is about democratizing access to sophisticated tools and empowering people to take control of their financial future.

Website & Mobile App Development
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designers and developers

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awards for digital innovation

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