endorsedOngoing

Pension Platform Development with Dashboard & API Integrations

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

86 months

Budget

200K - 999K

Start Date

1 June 2019

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable The Software House 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

London, United Kingdom

Project Summary

The vendor supported development of a pension platform for a startup, taking over a half-built product in June 2019 and delivering a financial dashboard and multiple API integrations for portfolio evaluation and pension forecasting. Their DevOps work reduced AWS costs and the team consistently delivers high-quality, low-bug work with clear communication and sprint-based delivery.

Key Challenges

Rescue and expand a half-built pension platform
Integrate APIs for real-time portfolio valuation and pension forecasting
Present complex financial data clearly via a dashboard

Project Deliverables

Financial dashboard
API integrations for real-time stock pricing and pension forecasting
Frontend implementations and design work
Platform fixes and feature expansions
DevOps and AWS cost-optimization work

Project Solution

The vendor picked up a half-built pension platform, fixed existing issues, implemented designs, and developed a financial dashboard. They integrated several APIs for real-time stock pricing, pension aggregation, scoring based on a proprietary algorithm, and forecasting. They provided a four-person team (project manager, front-end developer, front-end designer, and DevOps) and performed DevOps work to optimize AWS costs.

Project Outcome

Reduced AWS costs through DevOps optimizations
High-quality deliveries with fewer bug tickets
Improved velocity and reliable sprint delivery

Platforms

Tech Stack

Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“As a result of their DevOps expertise, they reduced costs associated with AWS. The team produces satisfying deliverables, which reduces the number of tickets assigned to them. The Software House communicates clearly and resolves platform challenges efficiently, enabling ongoing collaboration.”
Anonymous
CTO
Date: 07/07/2020