Keylumi - Puls Wealth Builder Case Study

The Brief

Puls Wealth Builder is a company that provides investment and financial management services to individual clients, and they have identified a need for a digital platform that can streamline their operations and improve client engagement through modern technology solutions.

Objective

Our primary objectives for this project are to create a user-friendly portal that provides clients with the tools and resources they need to manage their investments, track their financial goals, and access a range of financial resources. We want to ensure that the platform is scalable and can accommodate future growth, as well as being secure and compliant with financial industry regulations.

Project Impact

3 Platforms Delivered

100% Client Satisfaction

6 Months Development

24/7 Platform Availability

Technologies Used

Framework

We chose VueJS for the web portal development. VueJS is an open-source JavaScript library well-suited for building user interfaces with reusable UI components.

Database

We used PostgreSQL as the primary database and Supabase for specialized app database requests, providing robust data integrity and performance.

Cloud Services

AWS for cloud computing, Stitch.io for bank integration, Cloudflare for networking, and Datadog for monitoring ensure scalability and reliability.

Development Process

Requirements & Analysis

Conducted in-depth analysis of Puls Wealth Builder's business operations to identify key features and functionality required for the platform.

Resource Planning

Created detailed plans outlining resources, timeline, budget, and team members required for the development process.

Frontend & Backend Development

Used agile development process with regular client collaboration and iterative development cycles to ensure platform meets evolving business needs.

Testing

Conducted rigorous testing including functional testing, user acceptance testing, and security testing to ensure highest quality standards.

Deployment

Deployed to staging for testing, then production. Android app released to PlayStore and iOS app to App Store with ongoing management.

Maintenance & Updates

Providing ongoing maintenance and support to ensure platform remains secure and reliable, with regular updates to enhance functionality.

Project Structure

Tier 1 - Frontend Onboarding & Mobile Apps

Created user-friendly and secure login system including user registration, login, and password recovery functionality for web and mobile platforms.

Tier 2 - User Dashboard

Developed comprehensive user dashboard with investment tracking, financial goal setting, and resource access. Integrated Stripe for payments and Stitch.io for banking.

Tier 3 - Admin Portal

Built comprehensive admin portal allowing administrators to manage the system with extensive analytics and reporting capabilities.

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