Custom-built Wealth Management Platform

The need

The customer needed a partner to build a future proof, bespoke digital platform for their Wealth Management portal, integrated with social media to provide a risk engine supported by machine learning algorithms. They needed a complex yet cost effective modern solution.


The customer is a Wealth Management Platform that helps underserved communities invest in high interest pensions, ISAs and personal portfolio. The customer also works with banks to serve smaller customers. They use machine learning and their deep background in understanding the behaviour of investment assets to reduce the cost of investing.

Our solution

Our team built a feature rich solution from scratch, transforming customer requirements into a robust and interactive solution. We were responsible for architecture design & E2E implementation and integration of the Wealth Management portal; we integrated with their social media channels, providing unique risk-engine using Machine Learning for profile classifications and portfolio selection. We developed the complete backend side (together with the Machine Learning Systems) and the front-end for PCs, tablets and mobiles (RWD).

Below is a list with some of the modules developed by our team and included in the solution:

  • The front end of the website
  • Admin panel
  • Presignup module
  • Questionnaires
  • Risk Engine
  • Investopedia Connector
  • Notifications
  • Customers
  • Rebalancing
  • KYC Connector

  • Chatbox
  • Social Media Scrapper
  • Behavioural Profile Creator
  • Investment Profile Creator
  • Portfolios
  • Market Crash Detector
  • Portfolio Selector
  • Portfolio Executor
  • Banking API Connector
  • Money Collector


Angular 6
Material UI


  • Wealth Management for underserved and women
  • Robo advisor
  • Social media scrapping
  • Risk profiling with machine learning
  • Heavy use of external systems

The insurance and financial services industry is increasingly gather more data about their customers and prospects lives.  They are using such data in new and unexpected ways, including personality profiling to determine risk levels and adjust their pricing accordingly.

As a data-driven company, we are passionate about data mining, real time predictive analytics, machine learning, BI and visualisation. We use this to help insurers and financial institutions evaluate risks, employees profiles, provide better pricing or provide fast track claims payments.

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Our group companies have delivered more than thousands of projects worldwide to customers of various sizes from a range of industry sectors.