Investment Tracking App.
A sleek mobile app for tracking investments and managing portfolios, featuring insights and budget management tools.
- Client
- Investment App Green
- Year
- 2025
- Scope
- Mobile, iOS, Finance
- Role
- Design & build
The brief
Investment App Green came to us looking for a partner who could move faster than their internal cycles allowed — without the usual agency theatre. A sleek mobile app for tracking investments and managing portfolios, featuring insights and budget management tools.
What we did
Embedded with the team across mobile, ios, finance. Daily Looms replaced status meetings; design and engineering moved in lockstep. The work shipped in slices, with stakeholders pulling in real users from week two.
Outcome
The launch landed cleaner than expected. Adoption metrics outpaced internal forecasts within the first month, and Investment App Green now uses the system as the foundation for everything they ship next.
