
Closed
Posted
Paid on delivery
Project Overview Develop a professional investment management platform available on Android, iOS, and Web. The platform allows users to create accounts, subscribe to investment funds, manage digital wallets, monitor their investments, invite new users through a referral system, and interact with authorized agents for deposits and withdrawals. Platforms Android Application iOS Application Web Admin Dashboard Agent Dashboard REST API User Roles 1. Investor Features: Register/Login Phone Verification Email Verification KYC Verification Edit Profile View Wallet Balance Join Investment Funds Track Investments Deposit Funds Withdraw Funds Transaction History Referral Link Referral Tree Notifications 2. Agent Features: Approve Deposits Process Withdrawals Manage Assigned Clients View Wallet Operations Daily Reports Commission Reports 3. Administrator Full system access including: User Management Agent Management Investment Fund Management Reports Referral Management Wallet Management Deposit & Withdrawal Management Notifications System Configuration Investment Funds Each fund should include: Fund Name Description Cover Image Minimum Investment Maximum Investment Investment Duration Return Calculation Policy Status (Active / Disabled) Wallet System Wallet contains: Current Balance Active Investments Pending Returns Received Returns Deposit History Withdrawal History Complete Transaction Log Referral System Each user receives: Referral Code Referral Link Requirements: Unlimited referral levels Referral tree visualization Direct referrals Indirect referrals Commission tracking Investment volume tracking Detailed reports Deposit System Users can deposit using administrator-configured payment methods, including cryptocurrencies. Workflow: Submit deposit request Upload payment receipt Select an agent Wait for approval Withdrawal System Users submit withdrawal requests. Agents/Admins can: Approve Reject Add Notes Notifications Push Notifications Email Notifications Optional SMS Notifications Admin Dashboard Dashboard Total Users Total Investors Total Investments Total Deposits Total Withdrawals Total Agents Daily Reports Monthly Reports User Management Edit Users Suspend Users Delete Users Review KYC Transaction History Agent Management Add/Edit/Delete Agents Assign Permissions View Operations Investment Fund Management Create Funds Edit Funds Delete Funds Enable/Disable Funds Reports Daily Reports Weekly Reports Monthly Reports Excel Export PDF Export Security JWT Authentication OTP Verification Google Authenticator Password Encryption Audit Logs Role-Based Access Control (RBAC) Rate Limiting Recommended Technology Stack Mobile: Flutter Backend: NestJS Database: PostgreSQL Cache: Redis Storage: AWS S3 Notifications: Firebase Cloud Messaging Admin Dashboard: React API: RESTful API Deployment: Docker + Nginx + CI/CD Pipeline.
Project ID: 40613512
177 proposals
Remote project
Active 1 day ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
177 freelancers are bidding on average $2,211 USD for this job

With over a decade of experience in full-stack architecture and high-scale systems, I understand the need for a professional investment management platform that offers seamless user experience across Android, iOS, and Web. Your project goal of creating accounts, managing digital wallets, and facilitating investment interactions aligns perfectly with my background in developing high-security, high-complexity systems for FinTech applications like the one you envision. To ensure scalability and security for your platform, I recommend implementing a role-based access control system alongside robust encryption protocols. My past success in building and scaling Telegram Mini Apps serving over 1 million users demonstrates my ability to handle projects of this magnitude effectively. I encourage you to reach out so we can discuss the roadmap for your investment management platform further. Together, we can bring your vision to life with a cutting-edge technology stack including Flutter, NestJS, PostgreSQL, and AWS S3, meeting all your requirements within the allocated budget and timeframe.
$2,400 USD in 30 days
9.1
9.1

I have carefully reviewed the project requirements for developing a professional investment management platform for Android, iOS, and web interfaces. The scope includes user account management, fund subscriptions, wallet management, referral systems, and agent interactions tailored to specific roles. I propose utilizing Flutter for mobile, NestJS for backend, PostgreSQL for the database, Redis for caching, AWS S3 for storage, and Firebase Cloud Messaging for notifications, following industry best practices. Enhancing security with role-based access, JWT authentication, audit logs, and rate limiting will be prioritized. The use of Docker for deployment, Nginx, and CI/CD ensures efficient delivery. Features like referral systems, visualized trees, and commission tracking will drive user engagement. An admin dashboard on React will provide detailed reports for informed decision-making. Push notifications, email, and optional SMS will enrich user experience. Collaboration, timely delivery, and exceeding expectations will be the focus for a successful long-term partnership.
$2,700 USD in 5 days
8.9
8.9

Hi, I will develop a secure investment management platform with Flutter mobile apps for Android and iOS, a responsive web admin portal, an agent dashboard, and a scalable REST API. The platform will include investor onboarding with KYC, wallet management, investment fund subscriptions, referral tracking, deposits, withdrawals, notifications, and comprehensive reporting. The system will feature role-based access, JWT authentication, OTP verification, audit logs, and a scalable backend using NestJS, PostgreSQL, Redis, and AWS. Before proceeding, I'd like to clarify whether fund returns are fixed or dynamic, which payment gateways and cryptocurrencies need to be supported, whether referral commissions differ by fund, and if multi-language support is required. The estimated timeline is 16–20 weeks. Regards, SNR
$2,000 USD in 30 days
9.1
9.1

Hi, I reviewed the project and understand you need an investment management platform on Android, iOS, and Web, with investor/agent/admin roles, wallets, deposits/withdrawals, KYC, referrals, and reporting. I’ll build the Flutter mobile apps, React admin and agent dashboards, and a REST API with NestJS. I’ll implement JWT authentication, OTP and Google Authenticator flows, RBAC, wallet accounting, investment fund tracking, approval workflows, and referral tree visualization with unlimited levels and commission reporting. I’ll keep the code clean, ensure responsive dashboards and reliable push notifications, and deliver stable integrations for AWS S3 storage and audit logs. Let’s discuss here now.
$1,500 USD in 30 days
8.5
8.5

Hello, With years of experience in mobile app development, we at Our Software are the perfect fit for your Investment Management platform. We have a deep understanding of the technology stack you've recommended, such as Flutter for mobile, NestJS for backend, PostgreSQL for databases, and Redis for cache storage. Our proficiency with AWS S3 ensures secure and reliable data storage while our use of Firebase Cloud Messaging makes push notifications and robust real-time communication possible. Beyond technical expertise, what sets us apart is our commitment to personalized solutions and customer satisfaction. We understand the importance of maintaining financial records accurately and securely, and have integrated stringent measures like JWT authentication, OTP verification and password encryption to ensure top-class security on your platform. Additionally, we offer rate limiting to protect your system from abuse. We recognize that an investment management platform requires robust financial tracking capabilities. With this in mind, our comprehensive APIs and customized software approach will provide you with the detailed reports needed to manage commissions, investments, deposits, and withdrawals efficiently. Our talented team will also build a feature-rich dashboard that accommodates varied user levels seamlessly. Let's turn your vision into a reality that drives successful investments - choose Our Software. Thanks!
$1,600 USD in 12 days
8.6
8.6

Hi, I've built investment management platforms for both web and mobile before. You mentioned Android and iOS — we'll handle both natively or unified, whatever makes sense for your users. I have delivered 1500+ web and mobile projects over 14+ years — happy to share relevant examples. Let's discuss your timeline and what you need first. Send over any wireframes or specs you have. Regards, Nurul Hasan
$2,100 USD in 30 days
8.7
8.7

Hello, I will deliver your investment management platform across Android, iOS (Flutter), web admin dashboard (React), agent dashboard, and the NestJS REST API with PostgreSQL. The finished system will cover investor onboarding with KYC, the multi-level referral tree with commission tracking, wallet management, and the agent deposit/withdrawal approval workflow. On a similar finance platform, building the referral tree as a materialized path in PostgreSQL made unlimited level queries fast without recursive overhead. I will apply the same approach here. Questions: 1) For the return calculation policy on each fund, do you have specific formulas in mind (fixed percentage, compound, tiered), or do you need a configurable engine the admin defines per fund? Send me a message and we can go over the details. Best regards, Kamran
$1,703 USD in 25 days
8.7
8.7

Hi there, I can develop a secure, scalable investment management platform for Android, iOS, and Web using Flutter, NestJS, PostgreSQL, Redis, and React. The system will include investor, agent, and admin portals, digital wallets, investment fund management, multi-level referrals, crypto deposits, withdrawals, KYC, notifications, RBAC security, and a RESTful API with a production-ready architecture designed for future growth. Question: Do you already have the complete UI/UX designs and business rules for return calculations and referral commissions, or would you like assistance defining those during development? Kindly send me a message to discuss more in detail. Thanks.
$1,550 USD in 12 days
8.4
8.4

Greetings, You'll get a flood of AI responses on this, so I'll keep it real. My approach will be to develop a comprehensive investment management platform that meets your requirements, starting with designing the database schema using PostgreSQL, then building the backend API using NestJS, and implementing the mobile applications using Flutter for both Android and iOS. The approach involves several steps: Step 1 -> Designing the database schema to store user information, investment funds, and transaction history. Step 2 -> Building the backend API to handle user authentication, investment fund management, and transaction processing. Step 3 -> Implementing the mobile applications to provide a user-friendly interface for investors and agents. Step 4 -> Integrating the payment gateway and wallet system to enable secure deposits and withdrawals. You just have to share your preferred payment methods and any specific security requirements. Moreover, I have got 5+ years of experience with Flutter, NestJS, PostgreSQL, and other related skills. Portfolio Link: https://www.freelancer.com/u/bhatti?ngsw-bypass= The longer you wait, the more AI proposals pile up. So just message me to discuss. Thanks M H B
$3,000 USD in 10 days
8.4
8.4

Hi, I checked your "Investment Management Platform Development" project and it looks like understanding the existing workflow will be important before making any changes. I've worked on similar PHP projects involving php, mobile app development, iphone, android, web development, flutter, investment management, rest api and prefer delivering work in small milestones so everything stays easy to review and adjust if needed. If you can share a few more details about the current setup and expected outcome, I'll suggest the best approach and provide an accurate timeline. ⭐ 5.0/5 from a recent client: "Project was delivered before Time with Best professional Knowledge One could ever held. Thanks for the support" Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.
$1,800 USD in 36 days
8.0
8.0

Hello, Greetings Hope you are doing well. I am a Mobile Application developer with over 5 years of experience. I am confident in my ability and skills to develop high-quality Mobile apps and would like to work on your investment management project. I will complete the work as per your requirements. I want to discuss more this project to prepare the final concept. So let’s discuss this in detail over chat then will make plans to start work on it. Waiting for your earliest reply. Thanks. Shubham
$1,500 USD in 28 days
8.0
8.0

Hi, Thank you for the detailed project brief. We have experience building secure fintech and investment platforms using Flutter, NestJS, PostgreSQL, React, and AWS. Your requirements—including KYC, digital wallets, investment funds, referrals, agent/admin dashboards, RBAC, notifications, and REST APIs—are clear, and we can deliver a scalable, secure solution with clean architecture and CI/CD. We'd be happy to discuss the project in detail, suggest the best implementation approach, and provide a phased timeline and fixed-price estimate. Looking forward to working with you!
$2,000 USD in 40 days
8.2
8.2

⭐⭐⭐⭐⭐ Build a Professional Investment Management Platform for All Devices ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and noticed you're looking for an investment management platform. Look no further; Zohaib is here to assist you! My team has successfully completed 50+ similar projects for investment management solutions. I will create a user-friendly platform that allows users to manage their investments with ease, using the best technologies to ensure efficiency and security. ➡️ Why Me? I can easily build your investment management platform as I have 5 years of experience in mobile and web development, specializing in user account management, digital wallets, and RESTful APIs. My expertise includes Flutter, NestJS, and PostgreSQL, ensuring a robust and scalable solution for your project. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I look forward to discussing this with you in our chat. ➡️ Skills & Experience: ✅ Flutter Development ✅ NestJS Backend ✅ PostgreSQL Database ✅ RESTful API ✅ User Authentication ✅ KYC Verification ✅ Wallet Management ✅ Investment Tracking ✅ Referral Systems ✅ Notifications Management ✅ Security Measures ✅ Responsive Design Waiting for your response! Best Regards, Zohaib
$1,800 USD in 2 days
7.8
7.8

Hi, this is a fairly large fintech platform with investor, agent, and admin workflows, and the PostgreSQL plus Redis direction makes sense for the transactional core. The real engineering risk is not the screens themselves but keeping wallet state, referral commissions, approvals, and audit history consistent across multiple actors without reconciliation drift. I've built production systems where correctness, reporting, and operational visibility matter more than surface features. In a platform like this, I usually start from the money movement model, approval states, and role boundaries, then let the API and dashboards follow that structure. The closest relevant work here is NYSE Day Trading Bot Development for financial transaction logic and account-state reliability, plus Custom Feature Development & Integration for extending systems cleanly across database, UI, and core workflows. I typically design this by separating identity/KYC, wallet ledger, investment subscriptions, referral accounting, and notification services. That tradeoff keeps reporting accurate and makes agent actions auditable instead of embedding business rules across multiple dashboards. For long-term production use, I would put particular attention on idempotent deposit/withdrawal processing, approval audit trails, and export/report consistency. If useful, I can sketch the wallet ledger and agent approval flow before any build decisions. Thanks, Hercules
$3,000 USD in 7 days
7.4
7.4

Hi! I am an expert full-stack developer with strong experience in Laravel and Flutter, and I can build this entire platform using that stack instead of NestJS/React, delivering the same functionality with a robust, scalable architecture. I can develop the Android, iOS, and Web platforms covering investor, agent, and admin roles, including KYC verification, wallet system, investment funds, multi-level referral system with tree visualization, deposit/withdrawal workflows, and full admin/agent dashboards with reporting. Security will include JWT authentication, OTP verification, Google Authenticator, RBAC, and audit logs, with deployment via Docker and CI/CD. I'd like to discuss your priorities in more detail to align on timeline and pricing. Please chat with me for more details.
$1,800 USD in 7 days
7.5
7.5

Hello! As per your project post, you are looking to build an Investment Management Application where users can securely create accounts, complete KYC, join investment funds, manage digital wallets, track investments and returns, make deposits and withdrawals, and earn through a multi level referral system. The platform will also allow authorized agents to manage assigned clients and transactions, while administrators control funds, users, wallets, referrals, reports, and overall system operations. My approach would focus on creating a reliable end to end workflow where investors can manage funds, track investments and transactions, submit deposits or withdrawals, and monitor referrals, while agents handle assigned client operations and transaction approvals. The admin dashboard will provide centralized control over users, KYC, funds, wallets, agents, commissions, transactions, reports, and system settings. I specialize in Flutter applications, secure backend systems, dashboards, payment workflows, wallet based platforms, REST APIs, notifications, and role based systems. I will focus on a scalable architecture, clear user journeys, strong security, and a maintainable foundation for future expansion. Let's connect to discuss your investment workflow and build a secure platform ready for launch. Best regards, Nikita Gupta
$1,500 USD in 28 days
7.0
7.0

Hi, I can develop your complete investment management platform for Android, iOS, and Web using Flutter, NestJS, React, PostgreSQL, Redis, and AWS. The platform will include secure authentication, KYC, digital wallets, investment fund management, unlimited referral tracking, agent workflows, admin dashboards, notifications, reporting, and a scalable REST API. I’ll build the system with clean architecture, RBAC, JWT security, audit logs, Docker-based deployment, and CI/CD to ensure it’s secure, reliable, and production-ready. Estimated timeframe: 7-8 weeks, depending on final requirements and integrations. I’d be happy to discuss the project in detail and provide a phased development plan. Thanks
$1,500 USD in 7 days
7.5
7.5

Your platform will fail KYC compliance audits if the verification workflow doesn't include liveness detection and document expiry checks. Financial regulators flag systems that store unencrypted PII or lack immutable audit trails for fund transfers. Quick questions - are you planning multi-currency wallet support with real-time FX conversion, or single-currency only? And what's your target transaction throughput during peak deposit windows? Here is the architectural approach: - FLUTTER + REST API: Build cross-platform mobile apps with shared business logic while maintaining native performance for biometric authentication and push notifications. - NESTJS + POSTGRESQL: Implement transactional wallet operations with row-level locking to prevent double-spending and ensure ACID compliance across deposits, withdrawals, and fund allocations. - JWT + OTP + RBAC: Design stateless authentication with refresh token rotation, role-based middleware guards, and rate-limited OTP delivery to block brute-force attacks on agent dashboards. I've architected similar fintech platforms for 2 investment firms processing $8M+ monthly volume without downtime. Let's schedule a 20-minute technical call to validate your compliance requirements before build.
$2,030 USD in 30 days
6.7
6.7

Hi there, I noticed you're looking for a comprehensive investment management platform with robust features. I can leverage my full-stack experience to develop this using Flutter for mobile apps and NestJS for the backend, ensuring a seamless experience across Android, iOS, and the web. My background in building REST APIs and managing databases like PostgreSQL aligns perfectly with your requirements, particularly for wallet management and user roles. Your satisfaction is my priority, and I guarantee that I will deliver you a high-quality result. Best regards, Ali
$1,500 USD in 15 days
6.4
6.4

Hi, your platform requires a secure, scalable architecture, and our team has experience building complex fintech-style web and mobile applications with role-based access, wallet systems, REST APIs, admin dashboards, and cross-platform development. We'll deliver a reliable solution using modern technologies with security and performance as top priorities. We'll build the platform with clean, maintainable code, implementing KYC workflows, investment funds, referral management, wallet operations, agent dashboards, reporting, and a scalable backend ready for future enhancements. Regular communication and milestone-based updates ensure complete transparency throughout development. I'd be happy to discuss your requirements in more detail, recommend the best implementation approach, and provide a realistic timeline and fixed-price estimate. Could you share your target launch timeline, and do you already have the UI/UX designs and branding prepared?
$1,500 USD in 7 days
6.3
6.3

Sohag, Egypt
Payment method verified
Member since Jul 2, 2025
$250-750 USD
$10-70 USD
$2-8 USD / hour
₹75000-150000 INR
₹1500-12500 INR
$250-750 USD
£750-1500 GBP
$250-750 USD
$10-30 USD
$250-750 USD
₹37500-75000 INR
₹12500-37500 INR
$250-750 USD
₹37500-75000 INR
₹600-800 INR
₹400-750 INR / hour
$10-30 USD
$250-750 USD
₹37500-75000 INR
₹1500-12500 INR
₹1500-12500 INR