Classia Partner
Classia Partner is a portfolio management tool for RIAs (Registered Investment Advisors). Advisors can build custom stock baskets, track their full client portfolio, and publish baskets directly to the Classia Capital app. End investors then discover, subscribe to, and invest in these expert-curated baskets — closing the loop between advisor and investor in one seamless ecosystem.
Project Overview
Classia Partner is a portfolio management tool for RIAs (Registered Investment Advisors). Advisors can build custom stock baskets, track their full client portfolio, and publish baskets directly to the Classia Capital app. End investors then discover, subscribe to, and invest in these expert-curated baskets — closing the loop between advisor and investor in one seamless ecosystem.
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Project Details
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Tools and frameworks used to build and ship Classia Partner
Engagement summary
We designed, built, and shipped Classia Partner for Classia Capital across iOS, Android — pairing fintech expertise with a security-first, outcome-driven delivery process from discovery through launch and iteration.