Rishabh Software modernized a legacy application for an investment processing institution to centralize document management, enhance user experience, and deliver real-time visibility across entities, driving efficiency gains and new growth.
Project Overview
An eminent US-based Venture Capital firm specializes in helping entrepreneurs, investors, and investment managers to make profitable decisions and boost their business growth. They were looking for an experienced tech partner to centralize their document management portal for real-time visibility into all account metrics across the business entities. The Client’s primary request was to revamp the information architecture, enhance user experience and deliver a unified portal, which could facilitate future feature enhancements.
Our team modernized their legacy portfolio management portal by integrating disparate data sources using Okta and LoopBack framework. We also optimized the portal’s information architecture to enhance collaboration and transparency among users. This enabled financial advisors with a modern interface and improved the user experience for entities search and contextual help. The re-engineered system helps track wealth progress, identify key trade-offs & re-align financial resources much faster and drive better business performance!
Challenges
- Limited browser/operating system support
- Non-intuitive legacy user interface that affected productivity
- Obsolete technology spectrum that needs an upgrade
- Difficulty in integrating data from varied sources
Solution
The modernized portal retained the core functionality of the legacy system with a new set of enhancement connectors. It offers deeper insights into a diverse set of entities for strengthening investment strategies. This was achieved with:
- A centralized information environment that enabled content sharing, document management, and enterprise search within the organization.
- APIs that quickly interact with backend resources like databases and services using the LoopBack framework
- Revamping the look and feel (UI), usability, and information architecture of the module
- Integration of various third-party applications makes it easier for admin users to collaborate
Benefits
- 60% faster & accurate search of information
- 30% increased user engagement
- 50% boost in productivity with centralized document management
Customer Profile
A US-based Venture Capital Investment Firm
Technologies
- React
- Loopback
- Okta
30 Min
