Financial iPad app development for First Rate

Client: First Rate Inc. located in Houston, TX .

Problem: First Rate came to Blue Whale in need of a solution that would provide investment portfolio managers with a mobile app that displays account details to their clients in a simple, easy to read format while integrating with their existing database and APIs. First Rate had an existing web based system and wanted to port the most used features to an iPad application.

Client Testimonial: "Blue Whale did an excellent job in working with our team from the project inception to its completion in a timely and professional manner. In particular, we appreciated their expertise around helping First Rate on the design aspect of our first application from just a concept into a great first version that our clients will love. They were always on time and responsive to our needs and ideas and were willing to work with us when we had schedule changes on our end. I would highly recommend this group to other companies." - Deborah Repak, General Manager, Products, First Rate Inc.

Solution: Blue Whale worked with First Rate to create an easy to use financialiPad app that integrates with existing APIs and allowing users the ability to easily display portfolio allocation and performance data. Blue Whale designed the app UI and assisted the First Rate IT Team on best practices to return JSON data to the app as they finished off the development of their APIs for mobile. The result was a fast performing iPad app that allows users to access critical performance and investment information anytime. Along with its direct and simple presentation of returns, allocation and investment activity, the application also generates customized performance statements with real time data, giving Advisors immediate access.

Features: Ability for each portfolio manager to login and view their list of clients. Ability to select a client and view their portfolio details including allocation, performance, and details of each holding, pie chart views and tables that expand to see full data sets.

Tools Used: Objective-C, Crashalytics for crash reporting and debugging, Jira for bug tracking and Agile sprints.

Total Development Time: 8 weeks from start to submission.
First Rate iPad Application

Financial iPad App development
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