Wealthgate: Fintech software development case study
A complete digital investment platform for MOC Estate Limited — customer, associate, and staff portals for instalment property purchases, asset tracking, and referrals.
Background
A complete digital investment platform built for MOC Estate Limited, giving customers, sales associates, and staff their own dedicated portal to buy property in instalments, track their assets, and manage referrals — all from one connected system.
The problem
MOC needed to move a real-estate investment sales model — instalment purchases, an associate referral network, asset tracking, and resale — from manual processes onto a proper digital system.
What we built
- Separate, purpose-built portals for customers, sales associates, and admin staff
- Flexible instalment payment plans, with contracts and receipts generated automatically
- A reliable payment system built on a trusted banking partner
- A referral network with visual tracking and automated commission payouts
- A secondary marketplace for customers to resell holdings
- Live pricing on digital assets so customers can track investments in real time
- Automatic WhatsApp notifications keeping customers and associates updated
- A full reference guide for non-technical stakeholders
Outcome
A fully working platform now live in staging, handling the complete customer journey — from buying property in instalments to tracking assets, referring others, and reselling holdings — without manual staff intervention at any step.
Next project
Bizzcot→