endorsedOngoing

Wealth Management Web Portal & Backend Development

Services Covered:

API Development • Custom Software Development • Web Application Development

Industry

Financial Services

Duration

37 months

Budget

Confidential

Start Date

1 July 2023

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

77/100

Good

Project Capability Score (PCS) estimates how capable CleverPine is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Vienna, Austria

Project Summary

CleverPine developed a React-based web portal and supporting backend services for a wealth management firm, using Go for backend development and AWS for infrastructure. They automated CI/CD pipelines and integrated with the client's in-house team, delivering a functioning system with high customer satisfaction. The vendor's communication, flexibility, and customer support were highlighted as strengths.

Key Challenges

Develop a professional web-based portal for customers
Develop back-end services to support business processes and the web UI
Develop software solutions to consume data from a range of data providers

Project Deliverables

Web portal implemented in React
Backend services implemented in Go
AWS infrastructure and deployment configuration

Project Solution

CleverPine delivered a React-based web portal as specified by UX designers and implemented supporting backend services written in Go. They provisioned and managed infrastructure services on AWS and integrated with the client's development team to participate in planning, specification, and quality control activities.

Project Outcome

Functioning web-based system with high customer satisfaction
Automated CI/CD pipelines enabling automatic updates and deployments
Full integration with the client's development processes and reliable availability during working hours

Platforms

Web
Cloud

Tech Stack

React.js
Go
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“CleverPine has delivered a functional system that allows for automatic updates and deployments of new releases. The team consistently meets milestones and works collaboratively to ensure a smooth process. Their professional communication, flexibility, and top-notch customer support stand out.”
Anonymous
CTO
Date: 11/20/2023