endorsedCompleted

Financial Data Visualization PoC for Wealth Management Startup

Services Covered:

Big Data Analytics and Business Intelligence

Industry

Financial Services

Duration

2 months

Budget

Less than 10K

Start Date

1 November 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable dotcode 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

Pangaea Wealth Pte. Ltd.

Singapore, Singapore

Project Summary

DotCode delivered a Proof of Concept to visualize financial datasets for a Singapore-based wealth management startup (Pangaea Wealth Pte. Ltd.). The engagement focused on normalizing datasets from Bloomberg and the client's Portfolio Management System and exploring an Elasticsearch Cloud template alongside existing Linux VMs. DotCode delivered an evaluation report and a comprehensive presentation, and communication with the team lead was efficient and professional.

Key Challenges

Run a Proof of Concept to visualize financial datasets from Bloomberg and the internal Portfolio Management System.
Normalize existing datasets for various visualization tasks.
Explore Elasticsearch Cloud templates and utilize the existing fleet of Linux VMs.
Engage Elastic Stack experts to support the PoC.

Project Deliverables

Proof of Concept for financial data visualization
Evaluation report
Comprehensive presentation
Elasticsearch Cloud template exploration

Project Solution

DotCode was selected through online research and past client reviews. They executed a Proof of Concept to visualize financial datasets from Bloomberg and the client's Portfolio Management System, focused on normalizing existing datasets and exploring visualization templates using the Elasticsearch Cloud while leveraging the client's Linux VMs. The client liaised directly with DotCode's Lead Developer/Engagement Lead throughout the engagement.

Project Outcome

Solid evaluation report and comprehensive presentation delivered.
Efficient communication and collaboration with the vendor's team lead.

Platforms

Cloud

Tech Stack

Elasticsearch

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“DotCode provided great evaluation and a comprehensive plan. Their work was efficient and they were highly professional.”
Udo Hermann
CTO & Head of Technology
Date: 04/17/2020