Invezta
Direct mutual funds · Valuefy · Jun 2018 — Jul 2019
Invezta lets people invest in direct mutual funds — the commission-free version of the same fund — and keep up to 1.5% more per year than the regular route. I developed, managed and shipped the mobile app single-handed, to both the Play Store and the App Store.
What it does
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4,000+ funds, 32 fund houses
Commission-free direct mutual funds, with the 1.5% that would have gone to a distributor staying with the investor instead.
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Goal planning first
Comprehensive goal planning to get people started, rather than dropping a beginner into a list of four thousand funds.
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Tax saving and rebalancing
Tax-saving options and portfolio rebalancing in the same app, so the decisions that follow the first one have somewhere to happen.
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Fund selection
Guidance on which funds, for the many people who know they should invest and not what in.
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One person, two stores
Designed, built, shipped and maintained on my own, on Android and iOS.
Live today as FinZipp, at finzipp.com. The product has had years of work since mine.