A mobile wealth management application can help clients have a good experience when implementing transactions. Aside from that, investing in mobile wealth management application development gives a great advantage in cost reduction for companies. So, many companies are looking for a mobile application development company.

Finding a reliable mobile development for a wealth management company is very difficult because the software market has a larger amount of providers and you have no idea about hiring them. Let’s keep reading this article it can give you a helpful suggestion.

Benefits of mobile wealth management app

As you can see, mobile wealth management app development really provides valuable benefits for both the company and the clients.

Mobile wealth management app development really provides valuable benefits for both the company and the clients Mobile wealth management app development really provides valuable benefits for both the company and the clients

  • Comprehensive wealth management.

A wealth management advisor who can review and rebalance the client’s financial portfolio by employing a wealth management application. They will help users analyze the financial data and provide wealth management program that helps in meeting the specific financial goals of the users.

  • Personalized recommendation

The wealth management advisor regularly reviews accounts and rely on financial data of users. From that, they will develop a business plan to determine the insurance coverage, tax status, risk tolerance, expenses, income, and commercial objectives of personalized recommendations for other users.

  • Smart intelligence

With the help of the wealth management tool, wealth management software compares users’ portfolio allocation to the recommended target allocation and sees how well users’ investments are doing to adjust better financial performance.

  • Specific financial planning

The financial expert offers financial advice by answering questions regarding the user’s business plans and strategies. The wealth management advisor will show users financial document summaries and investment performance reports. Based on that users will have financial planning for themselves.

  • Highly Secure

Mobile wealth management applications are laded with strong security features making users do the transactions without any concern.

Innotech Vietnam

Innotech Vietnam is a reliable mobile app development company in Vietnam. Be appreciated for high-quality products, services, and innovative solutions in a fintech company. We strive to create innovation and develop advanced fintech solutions. We provide a wide range of mobile application services, ready to meet all customer service requirements. The products and solutions we offer based on these advanced technologies become valuable for our customers through professional project management methods and tools to help customers effectively manage progress and resources a force of the project.

Innotech's head office Innotech’s head office

Innotech Vietnam has done more than 200+ mobile app projects for clients worldwide in Japan, the USA, Australia, Singapore and Vietnam. We’re confident to deliver even the most complicated mobile app development project successfully in areas such as banking and financial, logistics, transportation, education, and other industries. More than 90% of companies have kept coming back to Innotech for a wide range of Mobile App Development and they enjoy the same standard of service every time. Besides, we are proud that we are trusted by many Institutions in Banking and Finance such as ACB Bank, Tyme Bank, Unifimoney, Manulife, Commonwealth Bank, …

Mobile wealth management app development solutions

Features of mobile wealth management application development Features of mobile wealth management application development

  • Financial Planning

Users will easily get a real-time view, track and manage entire financial life only in one monitor.

  • Revenue and Incentive management

Revenue accruals calculated automatically và consolidated revenue repository. Besides, users will easily track and search promotion programs.

  • Order and trade management

With the mobile wealth management app, users can easily order and trade wealth. In addition, scalable for building portfolio base on the wealth management advisor ‘s recommendation.

  • Portfolio Management

Based on advisors on mobile wealth management app users implements innovative investment strategies and effective portfolio management.

  • Automated and Robo-advisory

It can solve issues and offer financial advice by answering the questions regarding the user’s business plans and strategies at any time and anywhere.

  • Push notifications

Users don’t want to miss important notifications about attractive investment opportunities, gifts, promotions, etc. Mobile wealth management will just now notify users if they allow.

Why should you choose Innotech Vietnam?

  • Expert by experience

With more than 12 years of experience, Innotech Vietnam has experience in core banking software integrations for financial institutions such as ACB Bank, Tyme Bank, UnifimoneyManulife, Commonwealth Bank, etc.

  • Ready solutions

Technical solutions and demonstration of a product or technique are available.

  • Dedicated teams

With more than 80+ mobile app developers, UI – UX Design, BA, project managers and QA/QC. Innotech staffs have good knowledge of banking and financial operation.

Young, dynamic, professional and creative engineers combined with highly experienced experts Young, dynamic, professional and creative engineers combined with highly experienced experts

  • Reputation

Experience in consulting, deploying and managing mobile applications with more than 2 million users.

  • Cybersecurity

Maintaining the security and confidentiality of our clients’ projects is always our top priority. We try our best to respond to cybersecurity standards for the partner.

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If you are looking for a Mobile App development company to provide solutions for securities companies, we’re happy to grant our services. Contact experts at Innotech Vietnam for any questions about Mobile Application!

Email: [email protected]