Digital Platform Development for Financial Advisory Business
Services Covered:

Financial Services
9 months
Confidential
1 June 2022
6-10
Nearshore
Project Capability Score (PCS)
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
Project Summary
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
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
Web
Tech Stack
Python
Vue.js
Client Endorsement
Overall Review Rating
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.”
Note: This endorsement is based on publicly available client feedback from external review sources.

