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FinTech Data-Processing Re-architecture & DevOps (AdvisorEngine)

Services Covered:

Custom Software Development • DevOps • API Development • Data Engineering • Platform Engineering
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

34 months

Budget
Budget

Confidential

Start Date
Start Date

1 January 2017

Team Size
Team Size

11-15

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
77/100
Good

Project Capability Score (PCS) estimates how capable INSART 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

AdvisorEngine

mapNew York City, United States of America

Project Summary

INSART provided engineering and DevOps support to a digital FinTech platform, re-architecting its portfolio data processing service and integrating market data/execution APIs. They implemented CI/CD and DevOps processes (Jenkins, Docker, Kubernetes), set up PagerDuty integrated with Slack, and continue to support production environments. The client praised INSART's technical expertise, domain knowledge in wealth management, and adherence to enterprise-level process standards.

Key Challenges

  • Re-architect legacy data management layer into a scalable data processing service
  • Provide scalable big data processing and API capabilities
  • Implement on-duty and DevOps processes and enterprise-level operational standards
  • Require domain knowledge in wealth management to meet business requirements

Project Deliverables

  • Re-architected portfolio data processing service
  • Integrations with market data and execution APIs
  • CI/CD and DevOps processes (Jenkins, Docker, Kubernetes)
  • PagerDuty SaaS setup and Slack integration
  • Ongoing production support and delivery of additional functionality

Project Solution

INSART assembled a senior engineering team and developed a re-architected portfolio data processing service that ingested market data from custodians and market data providers. They implemented integrations with market data and execution APIs, established DevOps and CI/CD processes using Jenkins, Docker and Kubernetes, and set up PagerDuty integrated with Slack. After launch, they provided ongoing production support and additional functionality while collaborating with the client's DevOps hires.

Project Outcome

  • Re-architected product launched to market with new functionality
  • Ongoing production support and continued delivery of additional features
  • Implemented DevOps and CI/CD processes increasing operational reliability

Platforms

  • SaaSSaaS
  • API/Integration PlatformAPI/Integration Platform
  • CloudCloud

Tech Stack

  • RESTful APIRESTful API
  • JenkinsJenkins
  • DockerDocker
  • KubernetesKubernetes
  • JiraJira

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The re-architected product has gone to market with new functionality. INSART continues to support the client's development environments and maintain its DevOps and CI/CD processes. They use agile methodology, best project management practices, and a high standard of work to run a smooth workflow.”

Vladimir Baranov

CTO & Co-Founder

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

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