Front-End Development for Investment Management Analytics Portal
Services Covered:

Financial Services
8 months
50K - 199K
1 September 2015
1-5
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
Hedge Fund
Project Summary
Key Challenges
- Provide an analytics portal for investment managers to view portfolios and strategies in one place
- Enable drill-down analysis, inline plots and query-driven visualizations to identify trends
- Consolidate and replace legacy systems to reduce platform fragmentation
Project Deliverables
- Front-end web application
- Rich data tables and inline charts
- Interactive data visualizations and query-driven graphs
- UX/UI design
Project Solution
Project Outcome
- Internal usage grew steadily
- Replaced older systems and consolidated platforms
- Migrated existing users onto the new application
- Improved UX led to increased discoverability and user satisfaction
- Close collaboration and agile practices enabled regular deliveries
Platforms
Web
Tech Stack
JavaScript
Python
Client Endorsement
Overall Review Rating
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“Internal usage of the tool has grown tremendously and replaced several legacy systems, increasing efficiency by eliminating the need to manage multiple platforms at once. STX Next is easy to collaborate with despite their physical distance and shares UX expertise to constantly improve the product.”
Note: This endorsement is based on publicly available client feedback from external review sources.

