A global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services wanted to improve the efficiency of investment management within its portfolio.
Multiple fund managers handling Millions of USD through a non-user-friendly system
Lack of script update at the right time
Multiple system integrations causing delay
System unavailability for fund managers on the move
No custom refresh tickers were available
Multiple system dependency
Built strong data consolidation middle layer with Node JS
Implemented API end points with Express JS and RESTful APIs
Integrated data sources like Nasdaq, Bloomberg
Designed and developed new desktop and mobile applications for fund managers
Fund managers were able to connect and sync data on the move.
80 % faster refresh of data resulting in near real-time data refresh rate.
User-friendly desktop and mobile application
Average increase of 15% in portfolio returns for each fund manager.
90% decrease in investment errors, and increased precision of investment strategies.
