FDA operator

An Australian financial company offering an online platform for investment and portfolio management

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AT A GLANCE

Our client, an Australian financial company, needed a sophisticated online investment and portfolio management platform. We developed and implemented a robust and scalable online investment management and risk management platform. This solution enabled the client to handle complex financial data efficiently, provide diverse investment opportunities, and ensure a seamless user experience, resulting in a 46% increase in their customer base and significant profit growth.

THE CLIENT

An Australian financial operator specialising in providing a variety of managed accounts, portfolio management and administrative services to financial planners, advisers and other AFS-licensed companies and their clients.

BUSINESS CHALLENGE

The FDA operator faced challenges in developing and implementing numerous statistical methods, creating algorithms for processing a large volume of financial data and enhancing the speed of calculations. The need for an online platform necessitated a solution that could efficiently handle complex financial data, provide diverse investment opportunities and ensure a seamless user experience for risk analysis and income calculations.

SOLUTION SUMMARY

Computools addressed the client’s challenges by developing a financial instrument for capital investment in deposits and securities. The team created a robust and scalable platform by leveraging C#, ASP.NET MVC, and MSSQL technologies. The application allows investors to buy stocks from local Australian companies and large global entities, providing a comprehensive suite of features for risk diversification, income calculation and market data analysis. The result was a user-friendly web application that significantly accelerated development, met high-quality standards and substantially increased the client’s customer base and profit growth.

IMPACT

Close cooperation with the customer during the project allowed us to understand the requirements more fully. The chosen methodology significantly accelerated the speed of developing a web application and allowed us to complete all the tasks at a high level of quality.

In the first months after introducing the new application and services, the customer noted a rapid expansion of their customer base and high-profit growth. Subsequently, maintenance and support were offered to provide web applications with necessary updates.

WHY COMPUTOOLS

Computools was chosen as the FDA operator’s technology partner due to its expertise in digital transformation services, specifically within the investment banking and brokerage industry. The company demonstrated a comprehensive understanding of the client’s challenges, offering a tailored solution that leveraged advanced technologies.

STORY IN DEPTH

Background

The project encompassed diverse financial instruments, including stocks from local and global companies and profitable deposit programmes offered by banks.

Approach to solution

The client initiated the selection process by identifying several potential vendors and thoroughly analysing their expertise, technological capabilities and past project successes. They considered factors such as the vendor’s experience in developing financial applications, proficiency in relevant technologies, and ability to deliver innovative solutions aligned with the client’s business goals. Computools stood out as the preferred choice.

Computools role

We were responsible for the entire development lifecycle, from initial consulting and design to engineering and implementation. Our team specialises in creating a robust and scalable online investment management and risk management platform. Additionally, we provided ongoing support and maintenance to ensure the platform’s continued success and relevance.

Key decisions and outcomes

This online platform enables users worldwide to engage in investment activities, allowing them to purchase financial instruments while calculating associated incomes and risks. The web application is a comprehensive tool for investors, offering the opportunity to buy stocks to minimise risk, assess incomes related to chosen shareholdings, and track market data over past periods.

Upon completion of the project, the postconditions indicated that the client now possesses a comprehensive array of investment instruments. The application equips them to calculate risks and incomes, facilitating a streamlined process for gaining profit with ease of operation.

Design

This project involved designers who already had a rich experience in the field of financial development.

USER PERSONA → SITE MAP → WIREFRAMES → USER INTERFACE
fda operator user persona

USER PERSONA

Crafting detailed profiles of target users for personalised design and functionality

fda operator site map

SITE MAP

Outlining website structure in a visual representation for optimal navigation and user experience

fda operator wireframes

WIREFRAMES

Illustrating layout and structure in skeleton blueprints, guiding the development of the interface

fda operator user interface

USER INTERFACE

Designing a seamless and intuitive visual experience for users' interactions

DIGITAL PLATFORM & TECHNOLOGY

PROJECT MANAGEMENT METHODOLOGY

The optimal methodology Scrum was chosen. It addresses complexity in work by making information transparent so that people can inspect and adapt based on current rather than predicted conditions. Transparency of common terms and standards is required in Scrum development to ensure that what is being delivered is what was expected. Frequent inspection ensures progress and detects variances early on so that adjustments can be made quickly.

Scrum

PROJECT TIMELINE

try it on projet timeline

WHAT OUR CLIENT SAID

Their ability to understand our complex requirements and deliver a seamless, scalable solution has been instrumental in our rapid growth and success. We couldn't have asked for a better technology partner.

CONTACT US

Get in touch with us to discuss price for your future project. Use the form below or send us an e-mail to info@computools.com

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