Cross-platform mobile application for retirement portfolio management

Cross-platform mobile application for retirement portfolio management

by from Bridgewater, United States

Design

Tech

Usability

Creativity

Content

Type: Mobile app
Client from United States
Category: Finance
Style: Big photo
Color: Red

    Transamerica Corporation is an American holding company for various life insurance companies and investment firms doing business primarily in the United States, offering life and supplemental health insurance, investments, and retirement planning services. Transamerica Pyramid skyscraper is one of the iconic buildings in San Francisco, California.Transamerica’s Retirement Solutions division offers defined benefit pension plans and defined contribution retirement plans, including 401(k) and 403(b), 457, multiple employer plans, and rollover individual retirement accounts. This division wanted a mobile app, a retirement planning tool, for their customers to manage their 401(k), 403(b), or 457 plans more effectively using their iOS Android mobile devices. For this project, we collaborated with Transamerica’s project team to design and develop “My TRSRetire” mobile app for iOS and Android devices. This app allowed customers to view their account status, transfer funds, and improve retirement outlook. We built an API interface to integrate the mobile app with Transamerica’s web systems.Within a very short period after its launch, mobile app was downloaded by over 500,000 of Transamerica’s customers to become an instant success. The app delivered a useful functionality to Transamerica’s customers which increased customer satisfaction ratings of Transamerica’s retirement services. Learn about our mobile app development services: https://www.invonto.com/services/mobile-app-development/