Private Wealth Management

An integrated digital experience

Robosoft develops IIFL Wealth Management app

The Challenge

The project was more than just a mobile app design - it involved creation of a CMS backend, design and
implementation of responsive website designs and development of mobile & tablet apps. Moreover, the native iOS
and Android apps required development of APIs to access the backend website data. The challenge was in culling data
from backend sources, integrate with a single sign-on authentication system and deliver data in the
form of graphs, reports & charts.

Robosoft's approach to template-based mechanism

Our Approach

We began by ensuring that a common layer was used by all clients (web apps and native mobile apps) to access backend data. We used a template-based mechanism for designing the web pages and also the backend systems. Many templates were created to support the various kinds of content that needed to be displayed in the website. We used Drupal for the backend CMS and
Java to create the front end apps.

Robosoft's approach to template-based mechanism

App Highlights

The app adopts a minimal, clean design with a seamless user experience. The user can view status of investment portfolio, access exclusive market news and analysis and easily 
customise homepage to show news relevant to certain sectors. IIFL Private Wealth Management won the ‘Best private sector bank for innovations in wealth management technology - Asia at the Euromoney Innovation in wealth management technology awards, 2014. 

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