EndorsedendorsedOngoing

Digital Platform Development for Financial Advisory Business

Services Covered:

Web Application Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

9 months

Budget
Budget

Confidential

Start Date
Start Date

1 June 2022

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Nearshore

Project Capability Score (PCS)

gauge meter
82/100
Strong

Project Capability Score (PCS) estimates how capable STX Next 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

mapLondon, United Kingdom

Project Summary

STX Next developed a new web platform from scratch for a financial advisory company using Python and Vue.js, adding client review and fee reconciliation features. The client reports that the platform meets expectations and that users are satisfied. STX Next is described as proactive and responsive, with frequent meetings and strong communication.

Key Challenges

  • Replace an existing web platform that no longer fit the company’s needs
  • Update the platform to better manage the advisory process and improve business efficiency

Project Deliverables

  • New web platform
  • Client review feature
  • Fee reconciliation functionality

Project Solution

STX Next rebuilt the client's web platform from scratch using Python and Vue.js. The delivered platform includes a client review feature and fee reconciliation functionality. The vendor provided a team of six (four developers, one product owner, one QA tester) and maintained frequent meetings and responsive communication throughout the engagement.

Project Outcome

  • The platform met client expectations and is being used by users who are satisfied.
  • STX Next maintained responsive, proactive communication with frequent meetings and implemented client feedback.
  • The project took longer than originally expected (delivery extended from an estimated 5-6 months to about eight months), though the client is pleased with the delivered work.

Platforms

  • WebWeb

Tech Stack

  • PythonPython
  • Vue.jsVue.js

Client Endorsement

Overall Review Rating

3.88star4 out of 5 stars

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“STX Next has met the client’s expectations and developed a functional platform the users like. STX Next shows great development expertise and understands the client’s requirements. STX Next is proactive and responsive to the client’s requests. STX Next has frequent meetings with the client.”

Anonymous

CTO

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

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