DAOL SEC Wealth Advice
CODEMONDAY built DAOL SEC Wealth Advice, a web and mobile app with robo-advisor functions for DAOL. Users pick a simple investment plan and can add, change or cancel it along the way. The robo-advisor suggests changes to reach each goal and rebalances the portfolio. A fund dashboard shows the portfolio, with a drill-down to each investment. Users buy, sell and change risk models themselves, guests can try the app first, and staff set the model weights in a back office.
- Client
- DAOL
- Industry
- Banking and finance
- Our role
- Web and mobile app with the robo-advisor, plus the model weight back office.
- Platform
- Web and mobile
About the project
- Client
- DAOL
- Industry
- Banking and finance
- Our role
- Web and mobile app with the robo-advisor, plus the model weight back office.
- Platform
- Web and mobile
What it does
- Investment plans to add, change or cancel
- Robo-advisor and rebalancing
- Fund dashboard with drill-down
- Suggestions to reach each goal
- Buy, sell and change risk models
- Guest mode to try the app
- Model weight back office
The screens customers use
The portfolio value is hidden.
Services behind this project
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