About Encore Financial

Encore Financial is a fast-growing fintech startup focused on building intelligent, user-first solutions for the next generation of investment and wealth management. We’re developing tools that empower investors, advisors, and institutions with smarter insights, streamlined workflows, and real-time financial data.

Project Overview

We are seeking a team of talented and motivated students to help us build a prototype for a Financial Application Suite. This prototype will serve as a foundational platform for investment research, portfolio management, wealth tracking, and crypto workflows. It will be accessible on both web and mobile, offering a seamless and engaging user experience.

This project is ideal for learners eager to apply their development and design skills to real-world fintech use cases while building a product that solves meaningful challenges in the investment space.

What You’ll Build

You’ll contribute to the development of an intuitive, scalable application with features including:

• 📊 Real-time portfolio tracking and performance dashboards
• 🔍 Investment research tools with data visualizations and filters
• 🪙 Crypto portfolio and workflow management
• 💡 AI-powered insights and alerts
• 🔐 Secure, user-authenticated access and cloud-synced data
• 📈 Visual analytics (e.g., attribution, benchmarks, wealth trends)

Key Focus Areas

1. Front-End Development

• Responsive design (web & mobile)
• Financial dashboards and interactive charts
• Clean UI components and transitions

2. Back-End Development & API Integration

• Scalable infrastructure using modern frameworks
• Integration with market data APIs (stocks, ETFs, crypto)
• Database design and data security best practices

3. Data Visualization & Analytics

• Custom charts (line, bar, pie, heatmaps)
• Portfolio performance and attribution analysis
• AI-powered summaries and financial metrics

4. User Experience (UX) Design

• Intuitive user flows and clean navigation
• Feedback-driven design iterations
• Accessibility and mobile optimization

What You’ll Learn

• Real-world fintech development
• Cross-platform app deployment
• API handling and financial data modeling
• Working in agile teams with code reviews and feedback
• Product thinking and user-centric design

Ideal Candidates

We’re looking for students who are:

✅ Passionate about fintech and modern finance

✅ Curious, self-driven, and eager to learn

✅ Skilled in any of the following: JavaScript/React, Python, Flutter, Figma, Node.js, Firebase, or similar

✅ Able to work collaboratively in a remote team environment

What Are Learners Expected to Complete?

Deliverables, Responsibilities & Milestones

To successfully complete this project and contribute meaningfully to Encore Financial’s fintech application suite, learners will be expected to work collaboratively and independently to deliver the following tasks:

1. Project Planning & Requirements Gathering

Deliverables:

• A brief requirements document outlining core user personas and their financial management needs
• A feature prioritization roadmap using tools like Trello, Notion, or Jira

Expected Skills:

• User research
• Product scoping
• Understanding of investment/wealth use cases

2. UX/UI Design and Prototyping

Deliverables:

• Interactive wireframes and mockups for both mobile and web
• Finalized UI components and style guide in Figma or similar
• UX flow diagrams outlining user journeys for 3 core workflows (e.g., investment research, portfolio tracking, and crypto wallet)

Expected Skills:

• Proficiency in UI/UX tools (Figma, Adobe XD, etc.)
• Basic understanding of financial user interfaces

3. Front-End Development (Web & Mobile)

Deliverables:

• Responsive React or Flutter front-end for user dashboard, portfolio view, and research modules
• Integration of charts and visualizations for tracking asset allocation, risk, and performance
• Deployed MVP on a public test environment (e.g., Netlify, Firebase, Vercel)

Expected Skills:

• React, Flutter, or relevant front-end frameworks
• Charting libraries (Chart.js, D3.js, ApexCharts, etc.)

4. Back-End Development & API Integration

Deliverables:

• Server-side logic to store and manage user portfolios
• Integration with market data APIs (e.g., Yahoo Finance, CoinGecko, Alpha Vantage)
• Secure user authentication and session management

Expected Skills:

• Node.js, Firebase, Python (or equivalent backend stack)
• REST API and JSON handling
• Security best practices

5. Data Visualization & Investment Analytics

Deliverables:

• Real-time performance dashboard with investment KPIs, historical charts, and benchmarks
• Prototype of an AI/ML-based recommendation engine or alert system (optional stretch goal)
• Visualized reports and downloadable summaries

Expected Skills:

• Data modeling and transformation
• Visualization design
• Optional: Python libraries like Pandas, Plotly, or TensorFlow Lite

6. Final Presentation & Documentation

Deliverables:

• A working demo of the MVP with walkthrough
• A short presentation deck explaining product features, architecture, and user experience
• Documentation (README, tech stack, architecture diagram, and deployment guide)

Expected Skills:

• Communication and demo presentation
• Technical documentation
• Final quality assurance testing and feedback loops