clear minds

Case Study: Investment Platform Development for Clear Minds

Clear Minds is a Swiss fintech platform combining digital workflows with personalised long-term investment advisory. Django Stars experts built the platform from scratch, delivering portfolio engines, asset management tools, and direct trading integration.
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clear minds
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Team
8 members
Type
Investment Platform
Industry
Fintech/Investment
Platforms
Web

About the Project with Clear Minds

  • Django Stars partnered with Clear Minds to design, build, and scale a comprehensive investment advisory and portfolio-management platform.
  • The platform enables users to assess their risk profile, receive personalized portfolio proposals, track investment performance, and execute trades via the integrated Swissquote system.
  • Clear Minds needed a modern, intuitive investment platform that met strict regulatory and security standards while remaining simple enough for inexperienced investors.
  • The goal was to transform a traditional advisory model into a modern, efficient, all-in-one investment experience suitable for scalable growth in the Swiss market.
About the Project with Clear Minds

Challenges

Challenges
  • Building a platform that supports both online and in-person advisory workflows.
  • Implementing automated risk profiling and portfolio recommendation tools compliant with Swiss regulations.
  • Designing data structures to manage fund data, performance metrics, and client profiles.
  • Enabling secure integration with Swissquote for on-platform trade execution.

Technology Stack

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We Delivered For Clear Minds

  • Full-cycle development from architecture design to release and long-term support.
  • Development of performance analytics, historical data visualization, and investment-fund management tools.
  • UI/UX improvements, admin tools, and continuous scalability enhancements over several years of collaboration.
  • Implementation of a risk-profile calculator, portfolio-proposal generator, and goal-tracking system.
  • Secure integration with Swissquote to enable users to complete investment transactions through the platform.

Results of the Collaboration with Clear Minds

  • Replaced multiple manual workflows with a single automated system covering risk profiling, portfolio proposals, and asset management.
  • Implemented 7+ core platform features, including risk calculators, portfolio engines, goal analysis, and portfolio health checks.
  • Centralised all client, fund, and performance data into one administrative and analytics environment.
  • Improved consistency and reliability of advisory outputs by replacing manual calculations with structured digital workflows.
  • Established a long-term digital foundation to support regulatory updates, new investment products, and continued platform evolution over a 5-year period.

Through our custom investment software development, we help financial firms move from advisor-centric, manual processes to structured digital platforms that support complex advisory logic, regulatory constraints, and long-term product evolution without sacrificing control or flexibility.

Testimonials

I would recommend Django Stars for two reasons, they both have to do with professionalism. Professionalism one is from the aspect of the company as a whole. They are very, very professional. The second one is that they are very professional in the technologies they take on.

5.0
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