Investment Management Portal

Business Problem

The client served multiple financial services firms facing challenges in accessing investment data from a single platform.
Lack of centralized data made it difficult to manage and analyze information effectively.
Data integrity issues further complicated accurate decision-making and reporting.
Absence of proper data visualization tools made insights difficult to interpret and utilize.
The combination of data accessibility, integrity, and visualization challenges created an insurmountable problem.

Business Benefits

Significant reduction in time-to-market for financial services firms such as wealth managers, registered investment advisors (RIAs), and asset managers.
Effortless product delivery and management, provided at an appealing price point based on usage.
Discovery of a capable partner to facilitate seamless platform scaling and uphold disciplined release management within an SLA-centric environment.

Solution Overview

With specialized knowledge in the financial services and wealth management domain, the team demonstrated strong expertise in data aggregation and data visualization. A skilled team comprising UI/UX experts, architects, developers, testers, and a project manager was quickly assembled to address the client’s specific needs. Once the project was initiated, the team worked to gain a thorough understanding of the workflow, ensuring clarity in requirements and alignment with the client’s objectives.

During development, the team resolved several critical functionality challenges, including the creation of an application capable of storing customer information, interactions, and analytics within a centralized, easily accessible database. The project was successfully delivered, providing the client with a highly satisfactory outcome in terms of both system functionality and quality of code.