Wealth Viewer
Real-Time Portfolio Insights
Dynamic charts (pie, bar, line) and a live asset log tracker provide users with immediate visibility into their holdings, performance, and trends.
Seamless API Integrations
Integration with SnapTrade, Akahu, Market Stack, and Basiq.io ensures up-to-date market data, asset prices, and transaction history.
Multi-Asset Management
Users can manage cash, bank accounts, stocks, ETFs, crypto, NFTs, properties, and retirement funds, all in a unified platform.
Reporting & Analysis
Automated reports, Excel uploads, and historical data analysis enable comprehensive tracking and performance evaluation.
Introduction:
Zeki Expert Solutions partnered with Wealth Viewer to build a comprehensive asset management platform for real-time portfolio tracking, reporting, and analytics. The solution integrates traditional and digital assets, including stocks, crypto, NFTs, retirement funds, and properties. By combining robust APIs, dynamic charts, and an intuitive interface, Wealth Viewer empowers users to make data-driven investment decisions while streamlining portfolio management.
Why They Chose Us & Our Goals
Wealth Viewer needed a robust, scalable platform to consolidate diverse assets and provide accurate, real-time financial insights. They selected Zeki Expert Solutions for our expertise in full-stack development, API integration, and UI/UX design. The goal was to deliver a platform that offers accuracy, clarity, and efficiency for both casual investors and financial professionals.
Case Study
Managing multiple asset types in real time can be overwhelming. Wealth Viewer wanted a platform that tracks, reports, and visualizes every asset seamlessly. We developed a solution that integrates market data, automates reporting, and provides an intuitive interface for smarter investment decisions.
Phase 1# Cash Tab & Core Tabs Development
We built the foundational structure, including editable cash and bank tabs, dynamic charts, NFT tracking, and core asset tabs for stocks, ETFs, business ownership, crypto, retirement, and properties. Initial calculations and UI functionalities were implemented to provide a seamless user experience.
Phase 2# API Upgrades & Optimizations
We replaced legacy APIs with Market Stack and Basiq.io for real-time updates, integrated crypto and ledger APIs, and implemented server-side rendering for performance. Summary, history, and report generation modules were added, ensuring accurate and optimized state management.
Phase 3# Enhancements, Integrations & Reporting
UI/UX improvements included an updated header, navbar, and tables. Integration with SnapTrade and Akahu enabled real-time portfolio updates. The platform now supports Excel-based uploads, advanced reporting, and real-time asset log tracking, with Market Stack upgraded to V2 for more accurate data.
Current Status
All development, enhancements, bug fixes, and testing are complete. The platform is fully functional and ready for deployment. Pending items are awaiting client input for final confirmation before go-live.
Testimonial
What Our Clients Think About Us?
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“Zeki Experts delivered exactly what we needed—on time, on budget, and beyond expectations. Their ability to combine creative design with technical precision made our Himalayan salt brand stand out in a crowded market. Truly impressive work.”
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Stuart Washington PM
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Alicia Jack, Director
Working with the experts from Zeki was a game-changer. Their skills and communication were top-notch, and they consistently delivered high-quality work ahead of schedule. Working with them has been an absolute pleasure!
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Advanced PDF Viewer
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“Zeki Expert Solutions helped us turn our online presence into a powerful sales channel. The ordering process is smooth, our customers love the layout, and we’ve seen higher repeat orders thanks to the integrated marketing tools. Their team was fast, responsive, and understood our needs perfectly.”
It's Zinger
Samantha Johnson, Project Manager
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