Clear Minds Case Study - Investment Platform Web Development

Clear Minds is a digital Swiss investment platform that handles advisory and investment processes. It’s focused on long-term investments, wide diversification, high discipline, avoidance of expensive market timing attempts, low costs, and profits instead of fees. Based on client risk tolerance and goals, Clear Minds provides portfolio proposals that can be further optimised and personalised for the user.

Advisors can also provide clients with research-based investment fund recommendations and the ability to review the portfolio every quarter and compare it to the investment goals. If there’s a meaningful mismatch, the Clear Minds team proposes the right transactions to close the gap and keep the client on track.

Patrik Hansson

Product owner of Clear Minds

Industry

Finance & Banking

Location

Switzerland

Partnership

SINCE Oct 2016

Services

Full cycle software development

Challenge

To design and build a scalable investment platform to allow customers to invest their money, receive guidance, and monitor portfolio performance, all in one place. The platform should include:

Portfolio Performance block with storage of monthly portfolio values
Enhanced security and system resilience
Optimised architecture, including database
Optimised customer journey based on user feedback
Implemented document import for each tradable instrument

Solution

Custom Risk Profile Calculator – to determine the client's risk tolerance/the level of risk the client will accept.

Savings Goal Analyzer – to calculate the probability of the stated goal achievement based on the client’s risk profile, initial investment and saving horizon.

Portfolio Proposal Generator – to generate an initial proposal for the investment portfolio based on algorithms, weights, and risk profile.

Historical Performance – to provide statistical data analysis of the investments in the client’s portfolio.

Asset (investment funds) Management System – an interface for trading, integrated with Swissquote, to receive the client's account data.

User Performance – to get investment portfolio performance statistics based on the initial investment and the state of the client’s current account.

Investment Funds Database – to store information about fund markets as well as additional documents and recommendations from advisors.

Investment Portfolio Healthcheck – to compare the difference between your real portfolio and savings target. It includes suggestions on how to achieve your savings target in light of the current state of your portfolio, while keeping in mind all transaction fees.

Admin Dashboard – to manage the investment fund database, users, algorithms parameters, health check templates, emails, and trading instructions .

Integration with Swissquote – to get and display the current information about the client`s account status.

Result

We’ve created the first version of an online investment service for Swiss customers. Everyone who is interested in investing money and receiving guidance is welcomed to join.

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Technologies & integrations

We Used

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