• FINTECH
  • iOS and Android app + web platform

Equitas

Equitas: a fully online investment platform, with IDwall onboarding and an app integrated with the web

Invest, track holdings by product, view statements and balances, and redeem funds — with biometric or facial recognition login and IDwall-integrated onboarding.

Screens from the Equitas project
  • IDwall onboarding
  • Invest through the app
  • Portfolio charts
  • Biometric and facial login

Context

Equitas wanted a fully online investment platform at no cost to investors, with the simplicity to lower the barrier for beginners and with app and web working as a single experience.

What we built

  • Onboarding using basic details, integrated with IDwall for identity verification.
  • Investing directly through the app.
  • A complete investment overview and detailed holdings by product.
  • Portfolio allocation charts, showing percentages and monetary amounts.
  • Checking account statements and balances.
  • Fund withdrawals and redemption requests.
  • Login through social accounts, passwords, fingerprints, or facial recognition.
  • Web integration and analytics to track usage and optimize the experience.

The challenge

Bringing app and web together in an integrated experience for a financial product: every feature — redemption, holdings, statements — has business rules and security requirements. IDwall onboarding had to be fast and reliable to avoid losing investors at the entrance.

Results

The fund supported by the Equitas app gained a prominent position in online investing: a complete solution combining advanced features and a friendly interface, giving investors a transparent journey from registration to redemption.

How we built it

Platforms
iOS · Android · Web platform · Analytics

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