Web App Development for Interprime

Introduction

SaveSimply, an innovative fintech product developed by Interprime, revolutionizes the landscape of investment organizations by providing them with effortless access to US Treasury bonds. 

This powerful tool serves as a catalyst for enhanced cash management, ensuring the safety and security of financial assets. Whether an organization is on the precipice of an Initial Public Offering (IPO) or operating from a startup garage, SaveSimply extends its capabilities as a reliable partner in navigating the complexities of financial management. 

Project Requirements

1. Dynamic Interest Graphs: Visualize fund growth and interest accruals over time with interactive graphs.

2. Financial Calculators: Simulate investment scenarios and calculate returns for various Treasury securities.

3. Spending Analysis Tools: Track expenditures, redemptions, and fees associated with Treasury investments.

4. Earnings Reports: Automate generation of detailed investment performance reports for stakeholders.

5. Reserve Fund Management: Manage reserve funds with features like threshold settings and maturity alerts.

6. Scalable Web and Mobile Platform: Develop a responsive platform for seamless access on both web and mobile devices.

7. Security and Compliance: Implement robust security measures and ensure compliance with regulatory standards.

8. User-friendly Interface: Design intuitive dashboards and navigation for easy financial oversight.

9. Analytics and Insights: Provide predictive analytics for market trends and optimal investment strategies.

Solutions / Implementation

1. Seamless Broker Account Integration for Day-End Inventory Analytics

Enabled integration with broker accounts to provide organizations with insightful day-end inventory data analytics, facilitating informed decision-making on spending patterns.

2. Secure Bank Account Integration via Plaid Financial Technology

Implemented secure integration with bank accounts using Plaid, ensuring reliable access to transaction data within the application for enhanced financial management capabilities.

3. Real-Time Bond Rates Integration with Schwab

Established robust integration with Schwab for real-time bond rates and data, enriching the application’s financial functionalities and providing users with up-to-date market information.

4. Direct Broker Account Access with Interactive Brokers

Integrated with Interactive Brokers to offer direct access to broker account functionalities, empowering users with seamless management and execution of investment strategies.

5. Customized Cash Calculator Development

Developed a versatile Cash Calculator tailored to specific customer requirements, providing a customizable financial tool for accurate cash management and planning.

6. Implementation of Robust Monitoring Tools

Implemented comprehensive monitoring tools to track performance metrics, system health, and security events, ensuring optimal application performance and data integrity.

7. DevOps Environment Setup for Streamlined Software Delivery

Established a DevOps environment integrating development and operations processes, optimizing collaboration, efficiency, and the speed of software delivery.

Conclusion

The successful revamp of Fintech Application for Interprime demonstrated the importance of strategic integration and modernization in financial technology. By adopting a microservice architecture, Interprime enhanced scalability and agility, allowing for seamless integration with broker accounts. This transformation facilitated real-time day-end inventory data analytics, empowering organizations with deeper insights into spending patterns and investment strategies.