As an investment platform, Clear Minds is focused on long-term investments, wide diversification, high discipline, and avoidance of expensive market timing attempts. Providing deeply personalized portfolio proposals, Clear Minds required a digital platform that would fuel their scaling and optimize advisory processes.
Clear Minds saw a great benefit of building their platform on Python & Django, and they needed a technical partner with strong expertise with this stack. By 2016, when we started our cooperation, we’d already built a large investment platform Money Park, which indicated the fact we also have solid experience with financial solutions in the Swiss market, so the Clear Minds team needed to spend no additional time describing concepts and onboarding our experts.
One of the core reasons Clear Minds chose us was our dedication to long-term partnerships and our ability to guide our partners from product architecture design to post-release maintenance and scaling.
Clear Minds chose us for our sharp development process and ability to cover the project build-out from scratch to late post-release stages.
We researched the Ukrainian market and went through a due diligence process. They're serious and they do good work. We might stop the sprint-based work, but they will still be engaged with us at a support level.
The core value that Clear Minds deliver is deeply personalized portfolio proposal generation, tailored to specific goals and focused on long-term investments and diversification. Though to bring the additional potential for scaling and provide investors with more complete experience, we introduced several features that empower users to use the advice they get right away.
Clear Minds introduces a sharpened digital onboarding process and an extremely time-efficient, scaling-ready combo of online and offline advisory services.
Over the years of our cooperation, we’ve transformed the Clear Minds platform from a convenient tool for investment advisory into a feature-rich product that introduces accelerated portfolio proposal generation, asset management, portfolio health check, and investment goals analysis.
Today, Clear Minds provides exclusive advisory and investment services, helping its clients achieve their financial goals with regular portfolio optimization and diversification advice, and ensures efficient cooperation with a combo of online and in-person methods.
Clear Minds is a team of financial experts that provides exclusive advisory services, and, to empower it with an ability to scale the business, we’ve designed a time-efficient flow that allows investors to go through basic risk calculations and set and assess savings goals.
During their cooperation with Clear Minds, users also get access to portfolio performance monitoring tools, get detailed statistics, historical data, and investment fund databases. A combination of these tools and expert advisory brings empowers Clear Minds to bring the investment process to another efficiency level.
We’ve designed an engine that allows for faster portfolio proposal generation — it takes into account the investment amount, goals, and the tolerated risk rate that investors set, processes historical data and funds information, and provides personalized recommendations faster.
These recommendations are tuned to meet investors’ exact goals and introduce advanced portfolio diversification.
One of the things that makes Clear Minds special is the fact that it brings together advisory and investment on one platform. To empower investors to execute the investment advice they get, we’ve integrated Clear Minds with Swissquote — the Swiss leader in online banking.
With extensive recommendations, access to portfolio and historical data, and Swissquote integration, investors get a seamless trading experience.
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