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

Services Covered:

Custom Software Development • Software Maintenance and Support • Application Integration
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

19 months

Budget
Budget

200K - 999K

Start Date
Start Date

1 October 2016

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Nearshore

Project Capability Score (PCS)

gauge meter
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

map 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

  • WebWeb

Tech Stack

  • DjangoDjango
  • PythonPython
  • REST APIREST API
  • JiraJira

Client Endorsement

Overall Review Rating

4.5star

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

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

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