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EndorsedendorsedOngoing

Deal & Relationship Management Platform for Private Investment Firms

Services Covered:

UI/UX Design • Website Development • Software Product Development
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Industry
Industry

Financial Services

Duration
Duration

13 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 July 2024

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
82/100
Strong

Project Capability Score (PCS) estimates how capable EncureIT Systems Pvt. Ltd. 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

mapLondon, United Kingdom

Project Summary

EncureIT Systems provided end-to-end design and development for a deal and relationship management platform tailored to private investment firms. The team used Figma for designs, Angular for the frontend, Node.js and MongoDB for the backend and data, and deployed the solution to Heroku and AWS. The platform is live and serving around 1,000 active users monthly; the client praised the vendor's technical expertise, project management, and communication and is scaling the engagement.

Key Challenges

  • Find a reliable development partner with strong software development expertise to build and scale the platform
  • Build a prototype and evolve it into a full CRM tailored to the private investment sector

Project Deliverables

  • Frontend built with Angular
  • Figma UI/UX designs
  • Node.js backend
  • MongoDB database
  • Deployed solution on Heroku and AWS
  • Integrations with S3 and monitoring tools
  • CRM platform tailored for private investment firms

Project Solution

EncureIT supported the client with end-to-end software development. They built the frontend with Angular, created UI/UX designs in Figma, developed the backend using Node.js, and configured MongoDB for data storage. The solution was deployed on Heroku and AWS and integrated with third-party services such as S3 buckets, monitoring tools, and standard SDKs. Project tracking and QA were handled through Jira. The engagement began with a prototype that was later developed into a fully functional CRM platform tailored to the private investment sector.

Project Outcome

  • Platform is live serving around 1,000 active users each month
  • Client is scaling the engagement and adding 10 more people to the team
  • Outstanding project management and seamless communication enabled continued expansion

Platforms

  • CloudCloud
  • WebWeb

Tech Stack

  • AngularAngular
  • Node.jsNode.js
  • MongoDBMongoDB
  • Amazon Web Services (AWS)Amazon Web Services (AWS)
  • FigmaFigma
  • HerokuHeroku
  • JiraJira
  • TrelloTrello

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“EncureIT Systems Pvt. Ltd. has delivered a live platform that serves around 1,000 active users each month. The team is proactive, innovative, and dedicated. They go the extra mile to meet the client's needs. The team has demonstrated outstanding project management and seamless communication.”

Andrei Kalesnik

Finance & Operation Lead

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

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