Investment Management Portal

Business Problem

Specialized knowledge in financial services and wealth management space.
Expertise in data aggregation and data visualization disciplines.
Quick assembly of a team comprising UI/UX experts, architects, developers, testers, and a project manager for the client's project.
Initiation of work on the project and a thorough understanding of its workflow by the team.
Resolution of critical functionality issues, including the development of an application that stores customer information, interactions, and analytics in a centralized database accessible anytime and anywhere.
Successful delivery of a highly satisfactory outcome for the client, both in terms of functionality and coding.

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.