endorsedCompleted

Website & Web App Dev for Investment Advisory Firm

Services Covered:

Website Development

Industry

Financial Services

Duration

9 months

Budget

10K - 49K

Start Date

1 October 2021

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable iConnect Solutions 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

DV Investment Advisors

Mumbai, India

Project Summary

iConnect delivered a website and rule-driven web application for an investment advisory startup that evaluates recommendations and manages client portfolios. The solution, built with React and Node.js and integrated with Gmail and WhatsApp, reduced operational time, removed manual calculation errors, and met the client's expectations.

Key Challenges

Develop a web application that works based on in-house rules to evaluate and update model portfolio recommendations
Build a website and operational infrastructure for a startup to support business development

Project Deliverables

Web application that applies in-house rules to calculate share trades and manage model portfolios
Website built to the client's design
Email automation to clients and brokers (Gmail integration)
WhatsApp integration

Project Solution

iConnect developed a web application that implements the client's in-house rules to calculate share quantities and manage model portfolios, sends emails to clients, and on consent forwards emails to brokers from clients' email IDs. They also built a marketing website per the client's design. The app integrated Gmail and WhatsApp, and was developed using React.js for the front end and Node.js for the backend.

Project Outcome

The web app significantly reduced the time and effort required to conduct operations
The app eliminated manual calculation errors by automating rule-based calculations
The client obtained a website implemented to their design in a short timeframe

Platforms

Tech Stack

React.js
Node.js

Client Endorsement

Overall Review Rating

4.13

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Since using the app built by iConnect info solutions pvt ltd, the client has significantly reduced the time and efforts needed for their operations. The app is also accurate with calculations and other supporting activities, eradicating manual errors. Overall, the client is pleased with their work.”
Aishwarya Rao
Head of Operations
Date: 07/12/2022