endorsedOngoing

Django-based Investment Services Platform (CRM & Trading Integration)

Services Covered:

Custom Software Development • Software Maintenance and Support • Application Integration

Industry

Financial Services

Duration

118 months

Budget

200K - 999K

Start Date

1 October 2016

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable Django Stars 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

Switzerland

Project Summary

Django Stars developed a Django-based web platform for a B2C digital investment/advisory service, building the architecture and infrastructure from scratch. They implemented a CRM-style user database with an API connection to a local trading platform and delivered three frontend parts: a website, onboarding, and an investment platform. The vendor co-created the product from a loose blueprint and remains engaged at a support level while the client finalizes a second iteration.

Key Challenges

Build a financial advisory platform integrated with a trading platform
Start development from a very loose blueprint requiring significant co-creation
Develop the architecture, infrastructure, and CRM/user-database management system from scratch

Project Deliverables

Web platform
User database / CRM system
API integration to a local trading platform
Website and UX redesign
Onboarding component and investment platform frontends

Project Solution

The vendor designed and built the product architecture and infrastructure from scratch, using Django/Python for the backend. They developed a CRM-style user database that is updated with market data and portfolio standards and exposed via an API to a local trading platform. On the frontend they delivered three components — a website, an onboarding flow for new customers, and an investment/trading interface — and performed a UX redesign during a concentrated five-person sprint period.

Project Outcome

The product was co-created and is on the market receiving positive reviews
The codebase is overall reliable and functional despite occasional bugs that were fixed
The team provided sprint reports and delivered work aligned with estimates, leading to client satisfaction

Platforms

Tech Stack

Django
Python
REST API
Jira

Client Endorsement

Overall Review Rating

4.5

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Django Stars co-created the product which is now on the market and receives positive reviews. The project was completed successfully, with good quality code and deliverables.”
Anonymous
Managing Partner
Date: 05/15/2018