LFDE

The mobile application for the private wealth management client area, from portfolio tracking to secure deposits and withdrawals.
28Mds€assets under management
8000private clients

The need

  • La Financière de l'Échiquier is a French portfolio management company whose private wealth management clients tracked their investments from an online area accessible only on desktop.
  • Bringing this service to mobile required replicating the secure connection already in place at LFDE, managing financial operations, and meeting accessibility requirements.

Galadrim's solution

  • Galadrim designed the mock-ups then developed Échiquier Gestion Privée, the iOS and Android client area application, in React Native, connected to LFDE's existing systems.
  • The client can view their accounts, positions, and portfolio performance, make deposits and withdrawals in several steps with proof submission, manage their documents and contact their private manager. They open the application via facial recognition or fingerprint, and each sensitive operation is confirmed by a validation received on their phone.
LFDE Mobile Mock-up
LFDE Mobile Mock-up
LFDE Mobile Mock-up
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