Our customer is a US-based investment company with a proven track record of over 15 years. Their funding model provides opportunities for entrepreneurs and investors to tap into the most rapidly expanding technology sectors.
Detailed information about the client cannot be disclosed under the provisions of the NDA.
Our client’s platform for investors delivers analytical information on their assets and investment projects. The platform is built on vast databases and integrates with multiple third-party APIs, allowing users to access financial data, track stock market trends, and request analytical reports. The incoming data from services like Bloomberg is parsed and stored in the platform’s data warehouse.
Data packages were only provided once every 24 hours, which proved inadequate in a rapidly changing investment landscape. The lack of timely updates meant investors were unable to access the latest statistics, historical data, and company information.
Another issue was the semi-automated compilation of government reports, which involved complex analytical calculations. The manual process of filling out these reports was time-consuming and prone to errors.
To improve the system, our team was tasked with implementing new functionality for visualizing analytical data and financial reporting. This involved inputting stress factors and creating embedded modules for customizable financial analytics. Additionally, we focused on automating government reporting to reduce the time required for this task.
We followed the Agile methodology for this project. The implementation of the main features took approximately five months, during which we worked closely with the client to quickly incorporate additional features into the platform. Our developers regularly communicated with the client via Google Meets and Google Chat. The team provided constant task updates and guided the client throughout the development workflow.
To ensure smooth progress, the Innowise Group team focused on key work areas, including integrating third-party services, developing standalone modules, and creating custom reports for analysts. We divided our work scope into three main areas and managed them efficiently through Slack and Jira. Each one-week sprint phase was followed by daily stand-up meetings, where we provided updates and collected new requirements.
The investment platform has become a more sophisticated and efficient tool for investors, allowing them to maximize the benefits of expanded data analytics in finance.
The upgraded Bloomberg integration allows traders to instantly obtain a detailed view of economic trends and fluctuations within one platform. Automated reporting has dramatically reduced the manual effort required to generate complex statements for the government.
The advanced finance and data analytics tools enable users to conduct stress tests on investment funds, get a clear visualization of investment indicators, and manage their portfolios more efficiently.
All upgrades implemented by Innowise Group have significantly impacted the platform performance, resulting in a 19% traffic increase. The automated reporting system has saved an estimated 95% of the time previously required to generate reports.
Our team continues to improve the platform, enhance its functionality, and develop new tools for in-depth analytics.
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.