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Custom Development & Scaling for Financial SaaS Provider

Services Covered:

Custom Software Development • Software as a Service (SaaS) Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

90 months

Budget
Budget

1M - 10M

Start Date
Start Date

1 January 2013

Team Size
Team Size

30+

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
77/100
Good

Project Capability Score (PCS) estimates how capable DelaPlex 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

PlanTools

mapCharlotte, United States of America

Project Summary

A fintech SaaS company engaged delaPlex in 2013 after prior vendors failed, hiring them to build and maintain multiple software solutions. The vendor delivered custom development using technologies such as Angular, C#, and JavaScript, scaled the team over time, and executed thousands of upgrades and fixes. Stakeholders report high-quality work, strong product knowledge, and a collaborative long-term partnership.

Key Challenges

  • Recover from and replace previous US-based vendors that delivered poor code and service
  • Deliver high-quality, maintainable software and correct prior developer mistakes
  • Scale development capacity to support frequent upgrades and custom tools

Project Deliverables

  • Custom software solutions and standardized product features
  • Regular product upgrades (about 400 per year)
  • Scalable developer resourcing for large custom projects

Project Solution

delaPlex delivered custom software development and ongoing product engineering for a financial SaaS provider, using Angular, C#, and JavaScript. They scaled the dedicated team from an initial two developers to about 15 ongoing resources and ramped up to roughly 25–27 for large projects. The vendor handled code corrections from prior vendors, performed extensive testing, and supported frequent product upgrades (about 400 per year), collaborating via tools such as Asana and Slack.

Project Outcome

  • High-quality deliverables and improved product stability
  • Strong, long-term partnership with vendor integrated into client's team
  • Products used by large companies and thousands of advisors
  • Approximately $3,000,000 invested since 2013

Platforms

  • SaaSSaaS
  • WebWeb

Tech Stack

  • AngularAngular
  • C#C#
  • JavaScriptJavaScript

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Internal stakeholders are impressed with delaPlex’s technical abilities, as well as their commitment to delivering high-quality solutions. The team is organized, attentive to detail, and responsive. Their excellent work has encouraged a fruitful, years-long partnership.”

David Witz

CEO

Note: This endorsement is based on publicly available client feedback from external review sources.

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