Finance Portfolio Mobile App.
Showcasing a mobile app for managing financial portfolios, featuring analytics and investment tracking on iOS and Android devices.
- Client
- Wave Finance
- Year
- 2025
- Scope
- Mobile, iOS, Android, Finance
- Role
- Design & build
The brief
Wave Finance came to us looking for a partner who could move faster than their internal cycles allowed — without the usual agency theatre. Showcasing a mobile app for managing financial portfolios, featuring analytics and investment tracking on iOS and Android devices.
What we did
Embedded with the team across mobile, ios, android, 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 Wave Finance now uses the system as the foundation for everything they ship next.
