Advisor App

Project Overview

As the only developer on this project, I led the development of a mobile app tailored for financial advisors, seamlessly built using Ionic and Angular for cross-platform functionality on both iOS and Android. This comprehensive application encompasses critical features, notably robust authentication, providing financial advisors with a powerful tool to efficiently manage client portfolios. It offers detailed insights into historical distribution metrics, including generation, amount, and services, enhancing the overall client management experience.

Tech Overview

The technology stack for this project included Ionic and Angular, ensuring a streamlined and consistent development process across iOS and Android platforms. Leveraging common JavaScript libraries, such as Chart.js, facilitated the creation of visually compelling data representations. Authentication mechanisms were implemented to ensure the security of financial data for advisors. This app seamlessly delivers portfolio information and historical distribution metrics, empowering financial advisors with a high-performance and user-friendly tool for effective client management.