endorsedOngoing

FinTech Software Platform Development

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

96 months

Budget

10K - 49K

Start Date

1 August 2018

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

77/100

Good

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Client

Confidential

France

Project Summary

Openweb Solutions iteratively developed a FinTech portfolio and risk management web app that helps users choose stocks, buy assets, and monitor investments. The vendor built the solution using Vue.js and MongoDB with PHP on the backend and assigned a small cross-functional team. The engagement is ongoing and the client praised the team's responsiveness and technical capability while noting documentation could improve.

Key Challenges

Lack of internal capacity to develop the product full-time.
Need for competent, cost-efficient developers to build a proprietary risk management solution.

Project Deliverables

Web-based portfolio and risk management application
Stock selection and purchase workflow
Investment and risk monitoring tools
Backend and database implementation (MongoDB)
Beta-ready build for testing

Project Solution

Using the client's requirements, Openweb Solutions built a portfolio and risk management web application that guides users through stock selection, purchasing, and ongoing risk monitoring. The vendor implemented multiple tools to help users manage large portfolios, developed the frontend with Vue.js, and used MongoDB for data storage while integrating PHP on the backend. The team worked iteratively, assigned 2–3 developers and 1–2 designers, and involved the architect and CEO as needed to support the engagement.

Project Outcome

Preparing to start beta testing with no hard metrics yet.
Visual and functional implementation matched the client's expectations.
Features and requests were typically realized within a few iterations.
High responsiveness and demonstrated dedication, though documentation could improve.

Platforms

Tech Stack

Vue.js
MongoDB

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Openweb Solutions provides affordable development services without sacrificing quality. The team is committed to project success, communicating ambiguities before they become an issue. Although they could improve their documentation process, their responsiveness more than makes up for it.”
Anonymous
Founder
Date: 03/12/2019