Investment application for parents
client
Investment
Application
Investment Application
industry
Fintech
platform
Mobile application
6 months
Duration
5 employees
Team
Request
An Australian financial services company approached us to build a feature-rich mobile investment app from scratch. The platform had to allow parents to open separate accounts for their children, make recurring contributions, and invest those funds in selected companies. Profits had to accrue directly to each child’s account.
Challenge
Our team had to deliver a functional investment MVP in just three weeks. It had to include core investment flows and secure data exchange with backend servers. At the same time, the client introduced a partial redesign mid-development, which required updating layouts and adjusting business logic without slowing down the release timeline.
Our solutions
We assembled a focused team and delivered an MVP in three weeks that allowed parents to create child accounts, set up recurring investments, track stock history, and securely sync data with backend systems. Weekly sprint cycles with Friday test releases helped us integrate a mid-project UI redesign and adjust business logic without delaying delivery. Over the next six months, our team refined investment flows, auto-pay functionality, and user experience to prepare the app for long-term use.
Core Features
Tracking the history of stock prices
Users can view historical stock performance directly inside the app. This feature helps parents understand how investments evolve over time and make informed contribution decisions. Our design expert implemented structured data visualization and clear chart logic, so complex market data remains readable for non-professional investors.
Auto-pay functionalit
Parents can set up recurring investments for consistent contributions to their child’s account without manual transfers. On the technical side, our development team built secure scheduling logic and backend synchronization to guarantee predictable payment execution and accurate portfolio updates.
Connection of the Intercom for support
The app integrates Intercom, so users can contact support directly from the interface without switching platforms. From an operational standpoint, this reduces friction during onboarding or investment setup and gives the client real-time insight into user issues and product feedback.
Guidelines on investments
The platform includes structured investment guidance to help parents understand how funds are allocated and what risks are involved. We designed this feature to balance regulatory clarity and usability because financial information should support informed decisions, not overwhelm first-time investors.
Results
- 3 weeks to deliver a fully functional MVP with core investment logic and secure backend integration.
- 6 months of continued development to refine flows, expand features, and stabilize performance.
- Scalable mobile architecture to support future expansion without reworking the core system.
- Our designer removed unused legacy UI components to reduce technical debt and improve maintainability.
- Partial redesign completed mid-development without timeline delay, including updates to UI components and related business logic.
Technologies and tools we used
Project team
Similar Cases
A Platform for Investors
Our project is a web application for managing investments across stocks, crypto, and private equity. The request was to design, develop, and launch the platform with a focus on trading logic, data integration, and user experience. Our client received a fully functional, investor-ready platform with customizable dashboards and precise analytics.
View
Investment application
An Australian financial company partnered with us to build a mobile investment application that allows parents to create separate accounts for their children and invest regularly. The platform supports automated payments, stock price tracking, and portfolio monitoring to accumulate capital over time. Within three weeks, we delivered a fully functional MVP with core investment logic and secure data exchange with backend systems.
View
Osu – Open Banking & Payments App
Osu is a business management and payments app for sole traders, integrated with accounting software. Yojji team built the front end for Osu’s open-banking service. It includes a payment widget and an admin dashboard for tracking transactions, managing users, and configuring features. After the MVP launch, we expanded the product with payment request flows and continue to develop the mobile app with new functionality.
View
