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EndorsedendorsedOngoing

Custom Web App and WordPress Site for Fintech Advisory Firm

Services Covered:

Custom Software Development • Website Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

13 months

Budget
Budget

200K - 999K

Start Date
Start Date

1 August 2019

Team Size
Team Size

21-25

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable Experion Technologies 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

mapGranite Bay, United States of America

Project Summary

Experion Technologies developed a WordPress website and a complex custom web application for a fintech strategies firm to provide quantitative portfolio analysis, using a PostgreSQL database and Tableau for analytics. The vendor demonstrated strong project management, documentation, and on-time delivery; the client noted opportunities to improve graphical data presentation.

Key Challenges

  • Needed a larger vendor with more resources to address complex software requirements.
  • Required robust quantitative analysis capable of processing thousands of rows of financial data.

Project Deliverables

  • Custom web application for quantitative portfolio analysis
  • WordPress website
  • PostgreSQL database
  • Tableau analytics/dashboards
  • AWS-hosted testing and production servers

Project Solution

Experion built a complex custom web application that provides quantitative analysis for financial advisers, enabling portfolio comparisons to predetermined benchmarks and modeling client allocations by holdings, tickers, and risk tolerances. The system is built on a derivative of Java, integrated with a WordPress front end for content management, uses a PostgreSQL database for data storage, and Tableau for analytics and visualization. The vendor hosted the solution on AWS and set up testing and production servers; the engagement included a team composed of a VP, project manager, business analyst, data architect and multiple data analytics experts.

Project Outcome

  • Excellent engineering delivery and adherence to specifications.
  • Strong project management, documentation, and on-time sprint/milestone delivery.
  • Improved team alignment and reduced bottlenecks through process.
  • Ongoing improvements to graphical data presentation.

Platforms

  • CMSCMS
  • CloudCloud
  • WebWeb

Tech Stack

  • JavaJava
  • PostgreSQLPostgreSQL
  • Amazon Web Services (AWS)Amazon Web Services (AWS)
  • WordPressWordPress
  • TableauTableau

Client Endorsement

Overall Review Rating

4.75star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Experion Technologies provides high-quality work. Their project management skills are exceptional; they created a project roadmap and their documentation is fantastic. They worked efficiently to meet every deadline.”

Anonymous

Director of Special Projects

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

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