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FINTECH • AUSTRALIA • SMB

COMPREHENSIVE FINTECH APPLICATION


CASHDECK - CASE STUDY

A COMPLEX FINANCE MANAGEMENT PLATFORM FOR DATA VISUALIZATION BUILT WITH
ANGULARJS AND RUBY ON RAILS

Jan Solecki chief operating officer

Like what we do? Let’s talk about your project and build something your users
will love.

Let's talk


THE COMPANY AND PRODUCT





CashDeck is a personal wealth management tool, created especially for
accountants, financial planners and mortgage brokers. 

 

It was developed by InvestmentLink, a company which supplies superannuation data
to over 10,000 financial Planners and their 4,4 million members across Australia
and New Zealand.

 

The web application enables owners of financial products to view all of their
decentralized assets such as bank accounts, loans, mortgages, shares,
superannuation, and credit cards in one place. 


It enhanced control over assets and improved communication about personal
finances with stakeholders. Thanks to the display of financial data across all
the relevant investment products, financial advisors are able to make fast,
incisive decisions on behalf of their clients.






SCOPE AND HIGHLIGHTS

 * DATA VISUALIZATION
 * WEB APP DEVELOPMENT
 * RUBY ON RAILS AND ANGULARJS

 * ACCOUNTS
 * TEAM MEMBERS
 * INTUITIVE DASHBOARD


THE CHALLENGE

CashDeck is a personal wealth management tool, developed especially for
accountants, financial planners and mortgage brokers.

When they approached Monterail with the idea for an application, they were
managing accounts for more than 4,4 million members across Australia and New
Zealand. 

The client identified a need for an easy and fully integrated means of viewing
all of their decentralized assets such as bank accounts, loans, mortgages,
shares, superannuation, and credit cards.

Key Challenging Areas: 

 * * Providing the highest levels of user security, with the same encryption and
     physical security as the banks
   * Design a read-only service that makes it impossible for anyone to touch the
     users’ accounts
   * Centralized access to multiple asset platforms




THE PROCESS

The app had to be functional both for financial asset owners and advisors. More
so, it had to be ready for future updates.

We decided to wrap all services in a core UI and extract it to a shared gem so
that the upcoming updates for both the dashboard and push services would happen
seamlessly and in a coordinated way. For data visualization and illustrating
fluctuations, we decided to choose D3.

Core activities included:

 

 * Building a user-friendly, intuitive  interface with Angular and Rails assets 

 * Building a Service Oriented Architecture with individual investment services,
   each with their own specific parameters

 * Creating a comprehensive set of push notifications to be delivered with near
   real-time efficiency and accuracy

We chose Ruby on Rails and Angular that enabled us create a secure, complex
service-oriented architecture and a user-friendly interface. The effect exceeded
our expectations and the user feedback brought satisfaction to the whole team.
Dariusz Gertych SENIOR DEVELOPER


THE OUTCOME


THE RESULT OF THE DEVELOPMENT PROCESS IS A COMPLETELY SECURE, FULLY ENCRYPTED
FINANCIAL PLATFORM THAT SERVES AS A META-DASHBOARD FOR MANAGING FINANCIAL
ACCOUNTS. 

The size and weight of the financial market it serves proves the success of
CashDeck, making it a staple tool for many of Australia’s largest financial
institutions—including major banks.



 * It allows the owners of financial products for complete control, asset
   overview and communication of personal finances with stakeholders
 * It became a great tool for financial advisors to give informed advice and
   make fast, incisive financial decisions on behalf of their clients
 * It is user-friendly and allows for customized branding





I'M HERE TO GATHER YOUR REQUIREMENTS, ANSWER ALL YOUR QUESTIONS AND PUSH YOUR
IDEA INTO DEVELOPMENT AS FAST AS POSSIBLE.

Jan Solecki

CHIEF OPERATING OFFICER

Let's Talk!

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