Go-Live in two quarters for Wealth Asset Management

Customer

The client is an upcoming startup providing innovative wealth and asset management solutions to employees of US enterprises as well as individual customers.

Business Scenario

As a start-up the customer was looking for cost effective, speedy implementation of their ideas.

Proposed Solution

We provided technology analysis, solution development and hosting services.
Implemented web and mobile application (iOS, Android)
Management of 401k, IRA, 529 and mutual fund assets.
Portfolio management including propriety recommendation engine for all asset classes.
User authentication, reports, notification.
Integration with measure investment research providers such as MorningStar.
Ongoing support for monthly data updates and on-demand / periodic user specific reports.

Technology

ASP.net, C#, WCF, MFC
Phonegap (Cross platform mobile framework)

Impact

Completed development in two quarters, enabling the company founder to approach prospective clients and investors.