Home / Case Studies / Connecticut Financial Advisor
/ Case Study · Finance
A Web-Based Investment Management System. Themes, Portfolios, One Portal.
/ The engagement
A Web App for Thematic Investment Management.
A leading Connecticut financial advisor wanted to digitize thematic investing so customers could pick a theme and invest on their own. Brainvire built a web-based investment management system with clearly illustrated themes, portfolio performance shown as graphs and tables, real-time third-party API integration, tight 24/7 security, and admin control over themes and clients.
/ About the client
The client is a leading financial advisor in Connecticut who helps people manage their financial assets. The team has an in-depth understanding of thematic investment, hedge fund portfolio construction, and its implementation, and is committed to helping others ensure proper capital investment.
The web-based investment management system Brainvire built addressed a few major challenges of the business. The app lets customers explore themes and portfolios, allocate funds to various themes, and buy or sell the funds invested into the themes they choose with ease.
/ The approach
Design, architecture, and features, shipped as one program.
Invest on their own
The client wanted customers to select a theme and invest without help, so the team built the app with clearly illustrated themes and easy amount, date, and duration entry.
Only authentic users
The app handled many people's financial assets, so the team denied access to all but authentic users and kept tight security against malware.
Performance at a glance
Portfolio performance had to be easy to grasp, so the team showed it in graph and tabular form with third-party API integration for real-time tracking anywhere.
All in one place
The system had to be simple to manage and monitor, so the team let the admin manage themes and clients without restriction across multiple investment trends.
/ What stood in the way
Four problems, solved without a maintenance window.
Select a challenge to see how it shaped the build.
Engineering the web app
The client wanted to modernize the business so customers could select a theme and invest through an online portal without any help. Our web app comes engineered with clearly illustrated themes, shows the selected theme performance for clarity, and makes specifying amount, date, and duration easy.
Securing the platform
The client wanted a safe application, as it dealt with the financial assets of many people. We built an app that denies access to all except authentic users, with tight 24/7 security that protects investments from any malware attack.
User-friendliness of the app
The client wanted portfolio performance to be easy to understand. Performance is displayed in graph or tabular form, with third-party API integration for real-time viewing, so anyone can track it anytime and from anywhere.
All-in-one features
The client wanted a system that is easy to manage and monitor fully. The app lets the admin manage themes and clients without restriction and supports multiple investment trends.
/ Product screens
The delivered experience.
The interface people actually use.
/01Administration
/02Commodity
/03Convexity
/04Holdings
/05Risk Analytics
/06Themes
/07Performance
/08Balance/ The results
What changed, in numbers.
/ Next step
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