Fintech Solution

Client
Palm Asset
SECTOR
Fintech
SERVICES
  • Comprehensive Fund Search
  • Side‑by‑Side Fund Comparison
  • Real‑Time Portfolio Analysis
  • Morningstar API Integration

Background

Palm Asset is a comprehensive wealth management platform designed to simplify the complexities of personal and institutional finance. In an era where digital agility is paramount, Palm Asset sought to bridge the gap between traditional asset management and modern user expectations. The goal was to develop a robust, secure, and intuitive application that empowers users to track investments, analyze portfolio performance, and make data-driven financial decisions in real-time. By focusing on transparency and a seamless user experience, Palm Asset provides a sophisticated toolset for navigating today’s dynamic financial landscape.

Solution

We built Palm Asset, a modern fintech mobile application that enables users to explore, compare, and manage investment funds with confidence. Powered by seamless Morningstar API integration, the app delivers reliable, comprehensive fund data through intuitive fund searching and fund comparison features.With built‑in portfolio analysis, users gain real‑time insights into performance and asset allocation, making it easier to track investments and optimise strategies on the go. This project highlights our strengths in fintech integration, data‑driven design, and scalable mobile app development.

  • Comprehensive Fund Search
  • Side‑by‑Side Fund Comparison
  • Real‑Time Portfolio Analysis
  • Morningstar API Integration

What our client has to say

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