WealthVault Investment Platform

WealthVault is a fintech startup building the next generation of wealth management tools for retail investors. We designed and developed their flagship investment dashboard, a secure, real-time portfolio management platform that gives users complete visibility into their investment performance.

The dashboard displays total balance, average earnings, and monthly returns at a glance, with detailed contribution breakdowns by asset type (ETFs, stocks, bonds). Users can track investments from major providers like CIBC, RBC, iShares, and Samsung Electronics, visualize trends over time, and access personalized wealth growth plans with projected return rates.

The platform also includes an account manager feature, a mobile-responsive companion app, and integration with major Canadian brokerages. Security was paramount, so we implemented SOC 2-compliant architecture with end-to-end encryption and multi-factor authentication.