Micro-Investing and Savings Platform

A Smart Finance App for Automated Investing and Goal Tracking

This case study highlights how we've built a personal finance app development solution that allows users to invest small or large amounts regularly in a diversified portfolio.

Fintech
Industry
16 specialists
Team size
Canada
Location
Ongoing collaboration
Project duration

[ Business context ]

Our client, a fast-growing fintech company, approached Onix to build personalized finance management software that would make investing simple, automated, and accessible for everyone.

They already operated in several international markets and wanted to scale their product with a more robust, user-friendly, and secure solution tailored to local requirements.

They turned to Onix for investment software development services and guidance on how to create a finance app that would meet modern user expectations while supporting future growth.

[ Product scope ]

During financial services app development, the Onix team was responsible for:

Collecting requirements and aligning them with business goals

Enhancing backend architecture and ensuring data integrity

Adding new features to support evolving user needs

Redesigning the app for a modern, clean, and intuitive user experience

Implementing reliable technologies for scalability and security

Have a project in mind?
Let's talk!

[ Solutions we provide ]

Our collaboration with the client focused on building a seamless, transparent, and flexible development process.

Using Agile practices, we worked iteratively, staying closely aligned with the client’s business goals and continuously refining the product. This approach allowed us to deliver a reliable, scalable, and user-friendly micro-investing and savings platform across iOS, Android, and web, demonstrating how to create an investing app successfully.

This project represents a comprehensive example of personal finance mobile app development services and finance mobile app solutions.

Modernized codebase

Backend &
security

Portfolio management

Rewards and cashback

Automated investing

Extended savings

Dividends management

Financial insights

Engagement features

Continuous redesign & UX improvements

Upgrading legacy apps for scalability and performance.

We re-engineered legacy applications using modern technologies. The web app was rebuilt in React.js, iOS in Swift, and Android in Kotlin, while backend improvements ensured scalability, reliability, and smooth integrations, reflecting best practices in web app development for financial services.

Core technology stack we used

React.js,

Swift,

Kotlin,

Ruby,

iOS SDK,

Android SDK,

Docker,

Golang,

Toggles,

SwiftLint,

Fastlane,

Jenkins,

Firebase App Distribution,

App Store Connect,

Firebase Analytics,

Adjust,

RestKit,

Alamofire

[ Results ]

The partnership resulted in a robust, high-performing micro-investing and savings platform users find intuitive and reliable across web, iOS, and Android.

Users can now better plan for future needs and report greater confidence in tracking and growing their finances.

The platform’s seamless performance, enhanced security, and personalized experience have helped clients strengthen their market presence, attract new users, and maintain high satisfaction rates across a growing audience.

As a result of Onix’s collaboration, the client now operates a well-performing web and mobile micro-investing platform, providing users a “set it and forget it” approach to continuous investing, demonstrating how to build a finance app that delivers real value.

This success story showcases the power of modern
engineering
and strategic collaboration.