Full-service wealth management app for iOS and Android

The road to wealth management and investments.

Fintech
Mobile
Canada

Project Overview

Nicola Wealth, a leading wealth management and investment firm based in Vancouver, Canada, has embraced technology to enhance its client services, notably through the development of user-friendly mobile applications for iOS and Android. This strategic initiative, in partnership with Atta Systems since 2019, allows clients to effortlessly manage their portfolios on the go, reflecting the firm’s commitment to innovative, secure, and accessible financial solutions. 

Context

Nicola Wealth is a Wealth Management firm with four offices across Canada, managing over $11 Billion AUM. Nicola Wealth offers sophisticated wealth management strategies that help business owners, professionals and other high-net-worth individuals reach their financial goals.

They embraced technology as one of the pillars for growth early on and benefited from this strategic decision.

Nicola Wealth is a financial company, working with sensitive personal information.

Impact

Impact

$11 billion

worth of assets

10.000 +

users

99%

client retention rate

"So far, Atta Systems has improved product quality by greatly reducing the number of bugs. The team is communicative, adapting well to the large time difference, and they take a straightforward approach. Their performance has made them top contenders to become long-term partners."

Adriana Berbec

BI Manager @ Nicola Wealth

Challenges

Security and Compliance: Ensuring top-tier security measures for sensitive data, implementing robust authentication processes, and adhering to financial regulations like GDPR are paramount.

User Experience (UX) Design: The interface must be intuitive and simple, making complex financial information accessible without overwhelming users.

Integration with Existing Systems: Seamlessly integrating the mobile app with existing financial systems and maintaining data consistency across platforms are significant technical hurdles.

Scalability and Multi-platform Support: The app must handle increased user loads efficiently across both iOS and Android platforms, requiring scalable architecture and thorough testing.

Regulatory Adaptability: The financial sector’s changing regulations demand that the app quickly adapt to remain compliant.

Solution

Our collaboration started in 2019. We helped Nicola Wealth create a direct link between their services and clients. We provide mobile development services for Nicola Wealth iOS and Android App. Through the app, their customers can view and manage their portfolios on the go, simply and intuitively.

Atta Systems provided an intuitive and easy-to-use mobile app for iOS and Android that helped Nicola Wealth’s clients manage their funds and assets.

The technology we use is React Native for a faster go-to-market software product that is easier to maintain and further develop.

Throughout the development process, we focus on the performance, availability, and security of the software system.

Atta Systems provided an intuitive and easy-to-use mobile app for iOS and Android that helped Nicola Wealth’s clients manage their funds and assets.

The technology we use is React Native for a faster go-to-market software product that is easier to maintain and further develop.

Throughout the development process, we focus on the performance, availability, and security of the software system.

User Flows

For each flow in Nicola Wealth, we develop user flow diagrams just like this one to help us understand what the optimal user journey looks like.

For each flow in Medicai, we develop user flow diagrams just like this one to help us understand what the optimal user journey looks like.

Design System

The Nicola Wealth Design System provides a unified component base for both designers and developers to ensure consistency throughout all products.

The Medicai Design System provides a unified component base for both designers and developers to ensure consistency throughout all products.

DICOM Viewer

Medicai's DICOM viewer supports all imaging types, provides efficient storage, and allows seamless access to medical images from any device, including mobile ones through the Medicai Mobile app, enhancing real-time collaboration and patient care.

Below you can play with Medicai’s DICOM Viewer directly embeded in our website. Inside the viewer, you can see a MRI imaging study.

Impact

Services

Product Design

Engineering (Software Dev, AI) & QA

Mobile Development: Utilized React Native to create responsive and robust applications for both iOS and Android platforms.

API Integration: Seamlessly integrated with the client’s existing backend systems through comprehensive API connections.

Quality Assurance: Conducted extensive QA testing across multiple rounds, with a heightened focus on security to ensure optimal app performance and data protection.

Infrastructure (DevOps)

Sounds interesting? Let's talk.

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