Personal Finance App Development Services
Combining a decade-long experience in building personal financial applications with expertise across the US, EU, and MENA markets, we equip our clients with software that sets their businesses up for long-term success.
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Fintech products
in our portfolio
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Our clients raised
in investments
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Trusted by
Fortune 500
Access our expertise to design precisely the solution your business requires
From lightweight mobile apps with rich vizualizations to advanced budget planning solutions, we help our clients enable better accountability, categorization, and a smooth user experience. Providing financial app development, we focus on a slick combination of easy data perception and comprehensive representation to create budget planning apps that attract and retain customers efficiently.
- Assets management across bank accounts
- Expenses tracking by categories
- Flexible categorizing and personalization
- Advanced analytics and recommendations
- Payments automation and template systems
A secure investment process combined with easy flow and rich data representation is a combo we stand for when it comes to personal investment solutions. Time and ease of use are of the essence when it comes to personal investment, and we strive to ensure not only rich app capabilities but personalized user experience and flows.
- Investment portfolio dashboards
- Accelerated investment flow
- Smart analytics and management
- Multiple investment goals systems
- Asset diversification recommendations
With our personal finance development services, we help users reduce their taxable income effortlessly, build tax solutions that help them define the exemptions they are eligible for, file the forms, and get personalized tax recommendations.
- Automated tax data import options
- Sync transactions from banks and investment platforms
- Built-in or integrated tax forms filing system
- Seamless expense tracking
- Multiple account access levels
From independent multiple retirement planning options and risks calculation to advisory solutions that combine robotic and human touch, our financial software application development services enable more precise and efficient retirement planning.
- Retirement risks analysis tools
- Seamless expenses analysis
- Comprehensive retirement planning
- AI-driven advisory mechanisms
- Retirement planning for couples
We focus on what makes a difference for your customers
- Biometric authentication
- Reduced session time
- Multi-factor authorization
- Advanced data encryption
- Intuitive app interfaces
- Device-optimized charts and tables
- Smart dashboards
- UX/UI best practices
- Save personal settings and data
- Integration with social media
- Smart notifications and alerts
- Geo-based recommendations
Visualization schemes
Financial apps need to display large amounts of data in an easily perceptible way both on a large screen and mobile device.
With our financial app development company, you can introduce flexible design solutions and tailor your app to the audience’s preferences, display charts concisely and minimize the amount of effort required to input and analyze financial data.
AI-driven advisory
We help you build products that enable your customers to align their financial goals with expenses, optimize assets, and identify the most efficient ways to save or invest.
Introducing automation and AI-driven advisory, we bring advanced cost-efficiency and personalization to your business.
Automation
From basic operations like expense management and tracking to investment process peculiarities, our personal finance app development empowers your users with advanced automation.
Flexible automation settings combined with personalization set users up for the exact use cases they experience.
Gamification
Gamification is an essential part of the customer retention strategy which motivates your customers to utilize your product more often and helps them develop a habit of using it.
As a finance app development company, we help our partners build sharp, audience-tailored gamification systems that transform finance management routines into engaging experiences.
A Swiss digital investment platform Clear Minds handles advisory and investment processes and provides its customers with personalized portfolio proposals. With our financial app development services, Clear Minds managed to combine online advisory and human touch to introduce a truly efficient and user-centric investment process.
- Advising clients with assets of CHF 80M+
The US-based platform Repositax helps users by automating filling out the tax forms, enabling faster data retrieval and processing, and introducing comprehensive dashboards across multiple accounts, banks, and other financial institutions.
- $1.6M+ raised in investments
Straddle app enables users to manage their personal debts and lend money. Initially created as an app that helps poker players manage and monitor their loans and debts, Straddle engaged our financial app development team to put clarity and speed in the first place and help users manage their finances effortlessly.
