Fintech & Wealth Management

Wealth Manager

Mobile-first Wealth Management Tool with AI-powered Insights

We created a mobile-first wealth management tool that provides personalized, AI-powered insights, empowering users to make smarter financial decisions.

15%

Portfolio ROI Improvement

20%

Retention Improvement

30%

Higher User Engagement

Wealth Management App

The Challenge

The client, a fintech startup, wanted to disrupt the traditional wealth management space. Existing tools were complex, desktop-focused, and lacked personalization. They needed a mobile-first platform that was intuitive, engaging, and provided actionable, data-driven advice to users.

  • Complex and unintuitive user interfaces
  • Lack of personalized financial advice
  • Poor mobile accessibility
  • Low user engagement and retention

Our Solution

Aexyn designed and built Wealth Manager, a sleek, mobile-first wealth management app. We integrated an AI engine that analyzes a user's financial data to provide personalized insights and recommendations. The app features an easy-to-use interface, goal tracking, and portfolio management tools.

  • AI-powered personalized financial insights
  • Intuitive, mobile-first user experience
  • Secure data aggregation and analysis
  • Gamified goal-setting and progress tracking

Measurable Impact

Wealth Manager successfully democratized wealth management and achieved impressive results.

15%

Portfolio ROI Improvement

Smarter insights improved returns.

20%

Retention Improvement

Better long-term engagement.

30%

Higher User Engagement

Increased user interaction and retention.

4.8/5

App Store Rating

Excellent reviews from satisfied users.

Ready to Build the Future of Fintech?

Let's discuss how our custom AI and mobile app development can bring your fintech vision to life.