15 Back-End Developers
6 Front-End Developers
5 Quality Assurance Engineers
1 Project Manager
1 Designer
15 Back-End Developers
6 Front-End Developers
5 Quality Assurance Engineers
1 Project Manager
1 Designer
Java, Spring, Hibernate, Angular 8, Bootstrap, RxJs, NgRx, MomentJs, Lodash, Karma, Jasmine, Protractor, Prettier, husky
Our team helped North American Bank to build an Investment Advisor Assistant. The application helps bank’s advisors to create mutual funds portfolio and analyze its quality, risks and profitability.
The Client is a North American Bank, one of the top 15 banks in the world by market capitalization. Bank employs financial advisors who provide services through a bank system. The advisor-strategists build customers’ financial portfolios based on their risk tolerance and personal preference. They also assist in managing funds and investments.
The client needed a custom software project to automate advisors day-to-day activities. Our team along with bank development unit has delivered Fintech service for the banking system, where bank advisors are the major users.
The system is a complex integrated tool allowing financial advisors to build an investment portfolio, analyze it and share the result with the client.
Sombra team was engaged in building architecture in accordance with the stakeholders’ requirements. We developed both front-, back-end and tested investment advisor assistant application, which incorporated the following features required by advisors.
Investment advisor assistant application consists of modelling, comparison, and analysis tools used daily by 1000+ investment advisors. The robust system allowed our client to:
