Kotlin
Swift
An Application for Managing Personal Finances
Kotlin
Swift
About the client
The customer is a part of a private financial holding with a presence in the region, which comprises one of the largest banks and several financial companies
Project overview
The SiriusOne team has developed a financial assistant that can evaluate a client's financial situation and provide recommendations on how to achieve their life goals while managing their funds effectively - this includes spending, saving, and accumulating them. The personal assistant allows for easy tracking and assessment of personal income, planning for significant purchases, optimizing and limiting daily expenses as required. The app is an ideal tool for financial planning and enhancing financial discipline. With its help, users can identify where their money is being spent and make necessary adjustments to their expenses
6 months
Duration
Solution
The assistant enables continuous monitoring of clients' wallets and accounts, including overdue automatic payments, and sends reminders for transactions, money transfers, savings accounts, authorizations, and other routine operations. In addition to these benefits, it provides recommendations for managing user accounts, offers suggestions to improve financial performance, advises on high-yield investments, and conducts automatic trading via online platforms based on selected parameters
Service cases
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What happens next?
01
Having received and processed your request, we will get back to you shortly to detail your project needs and sign an NDA to ensure the confidentiality of information.
02
After examining requirements, our analysts and developers devise a project proposal with the scope of works, team size, time and cost estimates.
03
We arrange a meeting with you to discuss the offer and come to an agreement.
04
We sign a contract and start working on your project as quickly as possible.