Automated Investing & WealthTech Solution

Latin America

About the client

Amber is a cutting-edge Wealth Management platform that empowers individuals to invest smartly and automatically.

With a focus on providing automated investment solutions, Amber enables retail clients to grow their savings effortlessly by leveraging sophisticated technology and market insights.

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Our approach

Initial challenge

Amber required a partner capable of both building a Robo-advisor with a robust architecture that could automate their users' investment strategies, and handling the intricacies of integrating with IBKR (Interactive Brokers).

Building the platform

We developed the platform architecture to meet the client's needs for scalability and security. We worked closely with IBKR to understand and implement their products, and integrated BlackRock portfolios into Amber's platform to enhance investment options and portfolio management capabilities.

Transforming the investment experience

Enabled Amber to launch a fully digital investment experience where users can open accounts, automate investment strategies, and manage personalized portfolios.

Transformed a previously manual service into a scalable B2C wealth management platform, making sophisticated investing accessible to a broader audience.

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Integrations

Key integrations implemented throughout the process include:

Tech Stack

Core technologies used during the process include:

React

Node.js

Amazon Web Services

The voice of the client

“The collaboration was smooth, communication was clear, and expectations were met throughout the project. They delivered a fully functional platform that met the original scope and requirements.”