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Empowering the Modern Investor: How a Wealth Platform Revolutionized Portfolio Analytics

Cloud & Platforms

Our client is an all-in-one investment intelligence platform that incorporates data analytics and machine learning into their award-winning investment process. They are on a mission to help the modern investor think like wealth managers and democratize financial analytics and wealth insights. The vehicle for this is a platform that aggregates assets and streamlines portfolio analytics so that investors can make more informed decisions.

In constant pursuit of their mission, whilst exploring new avenues for growth, our client drew upon esynergy as a technology partner to support ensuring their technology infrastructure would scale seamlessly whilst launching their B2B2C retail product. The product would give retail investors fast access to well-structured analytics into financial activity across many areas.

To shorten the time to market of the product launch, esynergy supported in the below four areas;


Subscriptions engine build


Launch of a self-service platform


Integrate interactive brokers


Design, build and deliver a real-time stock price and watch list UI component

Within a short four months, the B2B2C product, packed with modern engineering practices launched.

In the fast-evolving landscape of technology and operating models, our client stands out as a beacon of proactive solutions and innovation. Identifying a pivotal moment to elevate the synergy between its business and technology arms, they strategized three foundational pillars aimed at revolutionizing their product delivery: the acceleration of delivery speed, improved release times, and unwavering commitment to high-quality code and features.

To bring this vision to fruition, they leveraged cutting-edge software engineering methodologies. The journey began with the automation of CI/CD pipelines, fortifying the essence of DevOps best practices. Quality assurance became an integral part of the process, introduced at every stage to ensure impeccable outcomes. Moreover, embracing contemporary approaches, they redefined ways of working, focusing on efficiency and effective packaging of tasks.

These strategic implementations bore tangible fruits. Where once deployments took a leisurely pace of every four months, the new model saw them happening biweekly. The meticulous attention to detail was evident in the plummeting bug count, which remarkably dropped from 183 to a flawless zero. Also, there was a discernible enhancement in the translation of requirements to the delivery teams, streamlining their prioritization processes.

Yet, our client’s commitment to elevating the user experience transcends product innovation. The ripple effects of these modernized systems and refined processes reverberated throughout the entire organization. Everyone, from internal teams to external partners and customers, now savors the advantages of more streamlined communications, swifter processes, and expedited turnaround times.

With these enhancements, our client didn’t just streamline processes; it rebuilt trust in its delivery mechanisms. This newfound confidence was a catalyst for the successful launch of its B2B2C product. What made this product launch extraordinary was its ability to tap into a previously unreachable audience, ushering in fresh revenue streams. Furthermore, the overhaul in customer support tooling transformed the customer service experience. The responsiveness was amped up, with urgent tickets now being addressed within a day compared to the earlier weeks-long waiting times.

But our client’s journey doesn’t stop here. With eyes firmly set on the horizon and a relentless spirit of innovation, they are during crafting an Investment Analytics Platform. This promising venture is designed to offer unparalleled investment insights, an offering they believe will outshine competitors and further solidify their position at the vanguard of its industry.

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