Fintech Partner + mindit.io: Robo Advisor

The client is a fintech company that developed an algorithm-driven investment platform allowing users to invest based on preferred themes such as renewable energy, emerging tech, or geographic focus. The platform provides educational content, risk assessments, and thematic breakdowns to guide investment decisions. It is designed to be scalable, with multiple partners onboarded in parallel, and powered by a microservice, cloud-hosted architecture.

/Key Results

Successfully rolled out customized solutions to six financial partners
Supported both advisor-led and self-service onboarding models
Enabled real-time content updates through CMS integration
Improved flexibility, time-to-market, and partner satisfaction
Strengthened long-term partnership with continued roadmap development

/The Challenge

The platform needed to evolve continuously to meet growing partner demands. Key challenges included expanding capabilities to support new onboarding flows, integrating mobile and back-office tools, and enabling white-labeled deployment across a diverse set of partner institutions. Ensuring easy content updates without code changes was also a priority.

/Project Goals

Deliver a flexible white-labeled solution for multiple B2B financial partners
Expand platform features to include advisor tools, mobile apps, and onboarding alternatives
Integrate a CMS to support dynamic content management by non-technical users
Scale infrastructure to support parallel development and deployment

/mindit.io’s Solution

mindit.io built base versions of each platform component and layered partner-specific React components that could overwrite or extend base functionalities. The white-label architecture enabled rapid customization across all platform elements. Six financial institutions were onboarded: three under the Private Banking branch (IBB, BFS, Valexx) where advisors guide the onboarding, and three under the Robo Advisor branch (IBB Jiminy, MAIESTAS, Triodos) offering full self-service onboarding. A CMS powered flexible content updates without code involvement. The platform architecture ensured high availability, agile delivery, and minimized downtime.
Team: 1 PM, 2 Front-End Developers, 1 Fullstack Developer, 1 Backend Developer, 1 QA, 1 UX/UI Designer
Technologies: Java 8, Spring, Jersey (backend); JavaScript, React, Redux, Redux Thunk (frontend); React Native (mobile)

/Results

The partnership has lasted over three years with a roadmap in place for further evolution. The solution expanded customer reach, streamlined processes, and strengthened the product’s reputation. Continuous enhancements based on strong product knowledge allowed rapid response to end-user needs.

/Client Testimonial

“mindit.io enabled us to expand quickly across multiple financial institutions while keeping each deployment tailored and robust. Their development support has been instrumental in growing our platform’s reach and adaptability.”

– Product Manager, Fintech Client

/Visuals and Supporting Media

Modular white-label architecture diagram
CMS-driven content update workflow
Screenshots from partner-branded onboarding flows
Timeline showing phased partner rollouts

/Strategic Takeaways

Modular, white-labeled architectures enable scalable B2B growth
CMS tools empower non-technical stakeholders to drive content updates
Parallel development supports faster partner onboarding
Long-term collaboration fosters product maturity and delivery agility
A diverse platform suite supports a wider customer base and use cases

/What’s Next?

mindit.io continues to support fintech innovation with dedicated development teams and scalable platform solutions. Let’s accelerate your roadmap together. Talk to our experts

/ banking

mindit.io partnered with a fintech company to deliver a modular, scalable suite of investment platforms enabling users to complete all pre-requirements for opening investment accounts. The white-labeled architecture supports both direct customer onboarding and advisor-assisted flows across multiple banking institutions. The solution combines a customizable CMS, mobile capabilities, and cloud-based microservices to enable fast deployment and partner-specific customization.

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