Case Study

Robo Investing for Evati (Startup)

Business Challenges

Evati wanted to build a robo-investing service for small and mid-size investors. The service would rebalance the portfolios on daily basis while considering short-term market movements and tax implications
Very aggressive timelines with limited startup budget.
Fiduciary and compliance requirements
Desktop as well as mobile native users

Our Solutions

Built the user interface using Ionic platform that could be compiled for desktop as well as iOS and Android native mobile applications
White label the entire application so separate mobile apps could be provided for different clients
Plug-in based integrations with a number of 3rd party services for investments, banking, authentication, reporting, etc.


Built the MVP within 6 months
Continued adding featured for over three years, changing directions as needed
The service was used to manage assets worth several millions of dollars
The solution was eventually sold

Technologies Used

C# .Net Stack based microservices
Angular, Ionic
iOS and Android mobile apps
AWS Cloud

SWStrategies Difference

Thought leadership
Technical Architecture
Agile delivery