Portfolio Management Software for one of the top 15 banks in the world

Our team helped North American Bank to build an Investment Advisor Assistant. The application helps bank advisors to create mutual fund portfolios and analyze their quality, risks, and profitability.

COUNTRY

Canada

Portfolio Management Software for one of the top 15 banks in the world

Business Challenges

01

The client needed a custom software project to automate advisors’ day-to-day activities. Our team along with the bank development unit has delivered Fintech service for the banking system, where bank advisors are the major users.

02

The system is a complex integrated tool allowing financial advisors to build an investment portfolio, analyze it and share the result with the client.

Our Approach

The Sombra team was engaged in building architecture in accordance with the stakeholders’ requirements. We developed both front- and back-end and tested the investment advisor assistant application, which incorporated the following features required by advisors.

  • generation of mutual fund portfolio for the customer
  • configuration of UI layout for the variability of portfolio visuals
  • detailed analysis of every fond in the portfolio
  • analysis of the whole portfolio
  • elaborate information with the risk-return ratio for portfolio returns evaluation
  • the fulfillment of customer demands according to short- and long-term investment

Business Value

The investment advisor assistant application consists of modeling, comparison, and analysis tools used daily by 1000+ investment advisors. The robust system allowed our client to:

  • implement a portfolio management solution based on business requirements
  • ensure the best software solution for advisors, since they provide most of the services of the bank, including functions simplifying advisors’ day-to-day business, like: showing information about regional managers, generating usable interactive web reports and static PDF reports, sending e-mails to the clients, displaying comments about the quality of the compiled portfolio

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Chris Garbacz

Co-founder, StudioNinja

The solution launched to user praise and minimal bugs. Sombra has adapted to technical challenges and limited resources throughout the partnership. Consistent communication, flexibility, and a willingness to incorporate feedback have enabled a seamlessly integrated workflow. Our relationship has run smoothly since the beginning.
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Martin Weber

CTO, Fooring Company

This is the best offshoring experience I’ve had in my 25 years of doing this. Sombra is very productive. We’re cranking things out with very little rework needed. We have speed and quality, which is important because the system is live, so if we make a change, it has an immediate effect on our customer base.
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Sloan Ginn

Former Director of Product

Sombra successfully delivered a smooth-functioning product in the time that the client needed. Their developers were competent and receptive to feedback; the team lead, in particular, proved to have great expertise. They were accommodating of large and abrupt changes, making them a reliable partner.
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Jack Crews

CTO, Legal Monkeys

Sombra keeps everything simple and prioritizes getting the work done. One thing that I was pleased with was that Sombra was able to adapt to and learn our approach to software development. They adopted our best practices and were productive within that development methodology. Overall, the quality of their work is above average.
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