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A leading provider of financial management services to managers of investment funds such as venture capital, hedge funds, private equity, and real estate. Based in Europe, they focus on mid-tier funds that require institutional capital.
Financial Services
The global fund management industry has witnessed significant developments in recent years with businesses competing to provide better products and services to investors. Fund managers utilize business applications to simplify and automate processes that require a high level of human effort. Our client used such a tool to view performance of investments, manage subscriptions/redemptions, and upload fund related documents. The system consists of an admin web application for administrative tasks. Our role was to refactor and reengineer the application for the cloud.
The fund management and reporting platform had a lot of performance and usability issues. We were entrusted with re-engineering the system, developing new features for modules, and fixing issues.
Enhancements were made to the dashboard to display allocation and fund performance graphs for select funds. We integrated doughnut and line charts to display details such as investor demographics, capital activities, and fund performance. Security for the Fund Manager module was enhanced with two-factor authentication. The approval process for subscription and redemption was enabled with Docusign.
Incorporating best practices in the code and architecture, our team first worked on identifying bugs/performance issues on priority over an extensive QA engagement.
The fund management and reporting platform had a lot of performance and usability issues. We were entrusted with re-engineering the system, developing new features for modules, and fixing issues.
Enhancements were made to the dashboard to display allocation and fund performance graphs for select funds. We integrated doughnut and line charts to display details such as investor demographics, capital activities, and fund performance. Security for the Fund Manager module was enhanced with two-factor authentication. The approval process for subscription and redemption was enabled with Docusign.
Incorporating best practices in the code and architecture, our team first worked on identifying bugs/performance issues on priority over an extensive QA engagement.