Innowise Group has improved the portfolio management platform’s functionality and usability, allowing investors to manage stock, bonds, and cash.
Our customer is a large international financial organization specializing in hedge funds, private equity, credits, and real estate investment management.
Detailed information about the client cannot be disclosed under the provisions of the NDA.
Over the past decade, our client has utilized a powerful and feature-rich web platform to deliver asset allocation and data management services. Essentially, the platform provided allocators and fund managers with advanced tools to make high-value investments, optimize financial resources, reduce costs, and mitigate risks.
However, over time, investors have voiced complaints about inconvenient interfaces and incomprehensible modules that impeded accessibility and performance. Many workflows seemed overly complex, unclear, or controversial even for experienced fund managers, resulting in data handling and results processing challenges.
In response, the client engaged Innowise Group to refactor the website workflow and modernize user interfaces. This initiative aimed to enable transparent and comprehensive decision-making by updating their investment portfolio management software.
Initially, the customer commissioned Innowise Group to enhance the asset management module. After being impressed by the speed and efficiency of our work, they entrusted our team to optimize the entire investment banking software front-end.
During the discovery phase, we formulated a process vision, identified areas for further development, defined the necessary functionalities, and determined the optimal technologies to be used. Also, at this stage, we chose Scrum as the primary project methodology. During regular meetings, the team discussed results and scope changes, staying aligned with the customer’s requirements.
Innowise Group’s specialists worked with the client’s back-end developers to improve the interface and display of information. Using the new workflow, the user performs a series of logical actions, observing previous outcomes, current states, and the next steps instantly. These roadmaps are based on a list of documents and requirements for each element.
As an extra step, we developed a micro front-end for CASD (Secure Data Access Centre) to ensure the client’s data was secure and immune to breaches.
As of now, Innowise Group continues to support the app at all stages of development and assists the customer in expanding, scaling, and reaching new audiences.
Innowise Group improved the software for investment management, making it more comprehensive and transparent through detailed charts and step-by-step schemes. Furthermore, we enhanced the UI/UX design, eliminating outdated, inconvenient templates and layouts that scared away new customers and hampered brand expansion.
Overall, our project team customized the platform to meet customers’ specific goals and investment strategies. With a renewed financial platform, allocators and fund managers are now able to concentrate on core competencies rather than being distracted by controversial interfaces and obscure estimations. From now, users are empowered with enhanced capabilities to manage investments with proper control and transparency across their portfolio allocations.
Having received and processed your request, we will get back to you shortly to detail your project needs and sign an NDA to ensure the confidentiality of information.
After examining requirements, our analysts and developers devise a project proposal with the scope of works, team size, time, and cost estimates.
We arrange a meeting with you to discuss the offer and come to an agreement.
We sign a contract and start working on your project as quickly as possible.