Finatium - Web App that Makes Managing Money and Assets Super Easy

Our client came to us with an exciting startup idea – building software to track and manage users’ financial flows while giving them an easy way to review their wealth.

As someone active on social media, the client ran a survey to gauge interest in a tool that could simplify personal finance management. He shared his vision of the product, and the response was overwhelmingly positive, showing there was a real demand. Motivated by the feedback, he set out to create something completely new for the Fintech market that would truly meet users’ needs.

Out of all the companies he considered, the client chose TRIARE because of our team’s professional approach to analyzing and processing his request. The way we handled the initial meetings also built his trust in us and gave him confidence in our work.

The challenge for this project was to create software with comprehensive features to track everything from bank accounts and transactions to stock portfolios, crypto wallets, and even physical assets like property. The problem was, most solutions on the market only cover some of these features, and not in the way our client envisioned.

So, the TRIARE team was tasked with something big – building a brand-new product that could track all financial activities in one place. We were excited about this challenge, and we got straight to work.

➊ Idea Visualisation       

➋ Design       

➌ Development       

➍ Deployment

After carefully listening to the client and diving deep into the Fintech industry, we suggested creating a web app with a responsive design, meaning it would look great on mobile browsers too.

Then, we worked out all the details – the initial idea, budget expectations, and timeline. Once everything was clear, we moved on to the discovery phase, where we crafted detailed UI/UX designs, technical documentation, and provided an accurate project estimate.

Once the client was satisfied with our approach and terms, we signed the contract and got started. Our development process followed company standards, including full web development (Frontend and Backend), implementing the design, and testing every stage of the process.

• User registration and login with optional 2-factor authentication.
• Manual bank account addition and management, plus integration with banking systems for automatic account syncing.
• Manual transaction tracking and management for bank accounts, with banking service integration to automatically enrich transaction data.
• Categorization of transactions and the ability to add new categories.
• Rule creation for automating and regulating transactions.
• Net asset analysis, income and expense reviews, savings tracking, and wealth analysis through detailed charts and graphs.
• Option to upload documents like contracts, tax returns, invoices, and other relevant files.
• A personalized user account with customizable settings.
• Main navigation panels for easy access across the web application.

Once the project is completed, the client will have a comprehensive financial platform with all the features packed into one easy-to-use app. Users will be able to track their financial flows and manage all their operations in one place.

This gives the client a major edge over competitors and opens up exciting opportunities for growing their business in the Fintech space. He’s already working on a clear roadmap for future development, building on the foundation we’ve created together.