EndorsedendorsedOngoing

Front-End Development for Investment Management Analytics Portal

Services Covered:

Custom Software Development
Project hero — replace with case study imagery
Industry
Industry

Financial Services

Duration
Durationinfo-circle

8 months

Budget
Budget

50K - 199K

Start Date
Start Date

1 September 2015

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Nearshore

Project Capability Score (PCS)

gauge meter
85/100
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

Hedge Fund

mapLondon, United Kingdom

Project Summary

STX Next built the front end of an internal data and analytics portal for a systematic hedge fund to help investment managers analyze portfolios and strategies. The web application consolidated multiple legacy systems, increasing efficiency by reducing the number of platforms the client had to manage. Internal usage has grown steadily and the vendor's UX work improved discoverability and user satisfaction.

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

STX Next built the front end of the analytics portal from scratch, supplying two full-time developers, one tester and a UX/UI designer. The front end displays data in rich, tabular formats and supports inline plots and interactive charts; users can run multiple data queries and plot results to detect patterns. The engagement used agile processes, close remote collaboration with the client's backend team, and standard project tools (Atlassian JIRA, video conferencing).

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

  • WebWeb

Tech Stack

  • JavaScriptJavaScript
  • PythonPython

Client Endorsement

Overall Review Rating

4.63star5 out of 5 stars

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.”

Anonymous

Head of Core Technology

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

More Projects by STX Next