The company is a world-renowned investment and financial planning software provider. The developed platform integrates FinaMetrica’s risk tolerance profiling tools with enhanced financial planning and portfolio tracking capabilities to deliver and monitor the highest standard of advice to clients through the world’s most rigorous, academically validated, and market-proven suitability technology with multi-award-winning financial planning software.

  • Industry

    Fintech

  • Country

    Canada

Project Summary

This project is a platform for financial advisors who manage accounts, assets & liabilities, portfolios, goals, savings, revenues, etc, of all family members of the client. An ultimate product was achieved after meticulously working on each segment of the framework and security integrations. Detailed testing took place before handing over the final website to the client with credentials to ensure excellent results. Extensive market research went behind designing the theme and extra care was taken to make the site user-friendly and reliable. We understood the client's requirements completely before proposing innovative solutions. The elements like category assignment, security, and responsive UI/UX were praised

  • This software is meant to help investors with their goals, investment, risk management, saving, education/retirement planning, and entities.
  • Users can get appropriate advice for their investment and portfolio and goals that will reduce their risk in their financial planning.
  • Scientifically designed psychological sets of questions to identify the risk tolerance of the client.
  • Advisor suggestion who can suggest best investment policies for the client to get maximum returns from the assets based on historical data.
  • Investment policies break down investment assets
  • Management of Assets like Cash, Fixed income, Equity, Real Estate
  • Policy management can provide maximum return to clients to fund their goals like education, retirement, lifestyle, etc
  • The system provides analytics to track portfolios, goals, risk tolerance, and cash flows.
  • Understanding the legacy code from old site planet6.
  • Provide great and user-friendly UI for a website with new design and investor functionality.
  • Understand requirements from the confluence.
  • Map requirements are mentioned on the confluence with the old site of this product.
  • Maintain JIRA boards for code bugs from client and QA.
  • Every module is interdependent on each other. So while adding any new module or code portion, it should be cross verified that other modules are not breaking.
  • Narola proposed to use the Spring Boot framework for the backend and Angular for the frontend.
  • We also suggested that all requirements and queries regarding any changes should be on the confluence page and must be in sync with the team.
  • Narola suggested implementing the currency format based on the selected language for the calculation of return.
  • A dynamic website with easy navigation and friendly UI/UX was developed
  • It was tested rigorously to be responsive, keeping in mind the high traffic requirement.
  • A top-notch security structure was integrated to avoid setbacks.
  • Ability to manage various users and provide access control for resources.
  • Unit/integration test cases for ensuring functionalities
  • User-friendly UX for navigating financial services.
  • API documentation with the Swagger implementation
  • All functional and operational challenges were met with the utmost care towards quality.
  • Java 8+
  • Gradle
  • MySQL
  • SpringBoot
  • Angular 5

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