ESG Investment Tracker
In just 14 days, we created an ESG investment tracker for Savvy, enabling users to utilize AI for finding mutual funds that align with their sustainable preferences. This tool allows them to monitor the ESG impact of their investment portfolios. Savvy, a startup backed by Techstars focused on ESG investing, required this MVP portfolio tracker for client presentations. The aim of this initiative was to onboard initial users, gather feedback, and evaluate the product's feasibility. The Savvy team had previously created a prototype algorithm that links users to mutual funds based on a survey they filled out, which we integrated into the platform. Additionally, we sought a cost-effective solution to access mutual fund data and compute the value of user portfolios. The application also needed to comply with stringent SOC2 and GDPR standards for future bank integration. We successfully delivered a fully operational product within 14 days, with all integrations working as the client envisioned. Savvy has expressed appreciation for our responsiveness to their needs and for adhering to deadlines.