Investment Management Platform Development

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.