Innovative Investment Education

Investing has never been easier, but the retail investment journey is broken. This is even more difficult to answer because investors are overwhelmed with information, don’t trust most online sources, and it feels like it is a solo endeavor. An intuitive platform that supports retail investors through their entire investment journey, from ideation to validation to placing a trade. Utradea is a self-sustaining and balanced ecosystem of curated content, investment analytics, and social engagement

Overview: What is the innovation project about?
Developing an innovative model to educate investors through their investment process. We want to develop an educational model that provides new and intermedia investors with the information they need t feel confident through their investment journey. This will eb done through several touchpoints and features on the Utradea platform

What is the main goal of the company (a final product, software, knowledge in a specific area, etc)?
Create an intuitive and engaging model that provides investors with information they need to become better investors. It will be components and features throughout the platform that support this journey.

Innovation: We are leveraging learning/educational techniques and playing it to financial concepts in a way that is engaging and intuitive especially for new investors.

What methodology/techniques are to be used?
Feature Driven Development (FDD) – This is an agile approach to development It is customer-centric, iterative, and incremental, with the goal of delivering tangible software results often and efficiently.

Faculty Supervisor:

Sandy Staples

Student:

Partner:

Utradea Inc

Discipline:

Mathematics

Sector:

Information and cultural industries

University:

Queen's University

Program: