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Derivatives Portfolio Valuation SaaS for Solum Financial

Services Covered:

Custom Software Development • DevOps • Software Maintenance and Support • Software QA and Testing • Cloud Consulting and Services
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Industry
Industry

Financial Services

Duration
Duration

77 months

Budget
Budget

Confidential

Start Date
Start Date

1 October 2017

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Nearshore

Project Capability Score (PCS)

gauge meter
81/100
Strong

Project Capability Score (PCS) estimates how capable Metasite 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

Solum Financial Limited

mapLondon, United Kingdom

Project Summary

Metasite developed a web-based SaaS platform for Solum Financial to provide derivatives portfolio valuation and data quality control for institutional clients. The engagement encompassed UI design, front- and backend development (Java REST backend and Angular frontend), DevOps with automated AWS deployments and Jenkins CI, and comprehensive testing and stress testing. The platform passed technical due diligence and was approved for production deployment by a major bank. Metasite used Scrum for delivery and provided ongoing maintenance and support.

Key Challenges

  • Build a web-based derivatives portfolios valuation and data quality control platform to be provided as a SaaS for institutional clients

Project Deliverables

  • Web-based derivatives portfolios valuation and data quality control SaaS platform
  • Java REST backend
  • Angular frontend
  • Automated deployments to AWS and Jenkins CI pipeline
  • Integrations with the OpenGamma Strata Library
  • Test suites and end-to-end testing (Spock, JUnit, Karma/Jasmine, Protractor)

Project Solution

Metasite developed the derivatives portfolios valuation and data quality control platform from the ground up. Work included refining functional specifications and architecture, designing the web-based UI, implementing a Java REST backend (Java used for calculations) and an Angular frontend, and delivering comprehensive testing and stress tests. The team set up CI/CD with Jenkins and automated deployments to AWS, integrated the OpenGamma Strata Library, used Scrum for delivery, and provided ongoing maintenance and support.

Project Outcome

  • Successful delivery of the derivatives portfolios valuation and data quality control platform enabling Solum Financial to offer it as a SaaS to institutional clients
  • Platform passed technical due diligence and was approved for production deployment by one of the world's largest banks
  • Established an ongoing partnership with high levels of professionalism, responsiveness, and effective agile delivery

Platforms

  • CloudCloud
  • WebWeb

Tech Stack

  • JavaJava
  • AngularAngular
  • Amazon Web Services (AWS)Amazon Web Services (AWS)
  • JUnitJUnit
  • JenkinsJenkins

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Metasite successfully delivered a portfolio valuation and data QC platform. The SaaS platform passed technical due diligence and was endorsed for production deployment, demonstrating its reliability. The team showed a high level of professionalism and attention to detail throughout the project.”

Thu-Uyen Nguyen

CEO

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

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