Moneyfarm

# enterprise

a leading UK digital wealth management application

backend
Node.js
Scala 2.12
Akka
Grails
OpenJDK
Prometheus
Sysdig
Kamon
frontend
React
Redux
Angular
Webpack
tools
Auth0
Nginx
AWS
Docker Swarm
GitLab
Jenkins
Graylog
Terraform
Vault

10k

UK customers after a year of operation

3

simple steps to start investing

3rd

largest automated investment fin-tech

problems to solve

Moneyfarm is one of the largest online investment and digital wealth management companies in Europe. They provide solutions and support to protect and increase your wealth through time which boils down to three key services, namely General investments, Stocks & Shares ISA, Pension.

The Client reached out to Merixstudio with a need for experienced React developers that could serve as a supportive team extension in order to increase the velocity of their internal team and enrich the skillset. The key challenge for Merixstudio was to smoothly and quickly align themselves with the existing team and codebase in order to quickly contribute to the key milestones, namely unifying the onboarding process and redesigning the existing dashboard.

solutions

Moneyfarm’s mission is to give their customers the best solutions and support to protect and grow their wealth through time. They believe that everyone should be able to protect, promote and pursue his/ her wealth, without having to worry about it. We were very happy to help them in spreading this mission and bringing value to the customers.

There have been over 9-months of close cooperation between Moneyfarm and Merixstudio’s React development team. We kicked off the project with a few day onboarding processes in their London headquarters where we had a chance to meet the team in person and learn the project’s specifics.

Merixstudio provided front-end development support for two of MF’s internal teams; among others, the onboarding team with a key focus of unifying the users’ onboarding process. This referred e.g. minimising differences between the flows on web and mobile, doing groundworks for A/B testing on user flow. We also dealt with data analysis and data visualisation ( we used for these dygraphs and chart.js - JavaScript charting libraries).

We followed agile management using “Quarterfall” model i.e. planning in 3-month blocks where OKRs were derived from work prioritised for the quarter. The team incorporated Scrum that served as a framework for delivery and employed its ceremonies that facilitated the development.

view examples

key features

  • onboarding

    signing up by a few steps covering personal details, anti-money laundering checks, investor profile questionnaire, customer verification

  • investment and trading

    buying and selling stocks; reviewing portfolio metrics and performance

  • portfolio creation

    suggesting a portfolio’s model based on customers’ investor profile, time horizon, investment amount, and risk appetite

  • reporting and billing

    an overview of customer’s billing and invoicing as well as the reports (e.g. account statements)

other works

Volkswagen

Volkswagen

A non-profit voting system for schools
javascript
product design

Rated 4.7 / 5.0 by 50 clients

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