Concierge Management app
An investor app with portfolio overviews, project updates, statements and secure documents.
- Client
- Concierge Management, LLC
- Region
- United States
- Our role
- iOS app development.
Context
An investment firm wanted clients to follow their portfolios and projects from their phones.
What we built
- Portfolio overview with monthly activity and transaction history.
- Project pages with photos and savings-programme progress.
- Secure documents, tax documents by year and yearly statements as PDFs.
- Face ID sign-in, alerts and announcements.