endorsedOngoingCustom Web App and WordPress Site for Fintech Advisory Firm
Services Covered:
Industry
Financial Services
Duration
84 months
Budget
200K - 999K
Start Date
1 August 2019
Team Size
21-25 Employees
Engagement Model
Onshore
Project Capability Score (PCS)
79/100
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
Granite Bay, United States of AmericaProject 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
CMS
Cloud
Web
Tech Stack
Java
PostgreSQL.svg&w=48&q=75)
Amazon Web Services (AWS)
WordPress
Tableau
Client Endorsement
Overall Review Rating
4.75
5 out of 5 stars
5 out of 5 starsTimeliness
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.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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