BANKING
Investment Fund Analysis and Financial Data Management Platform
We developed a platform that allows users to analyze investment funds, save the most relevant ones, and create personalized lists or portfolios.
The challenge
To design a modular and reusable application to replace the obsolete MorningStar app. The solution needed to be integrable by parts into client (bank) applications with a corporate look & feel, providing full access to financial information through their API.
The project
We focused on creating a modern, flexible, and highly scalable technological solution. The goal was to offer a modular and adaptable application with optimized performance that met the client’s current needs and facilitated future expansions.
From the beginning, we prioritized integration with the clients’ existing technological ecosystems, allowing the platform to be incorporated partially or in its entirety, adapting its aesthetic (look & feel) to align with each bank’s corporate identity.
The keys to development
01
Modular architecture
We focused on component reusability. We built the backend as a REST API to isolate connections with providers, and the frontend in Angular to take advantage of its speed and component isolation. This allows for the extraction of independent micro-functionalities and their easy integration into clients’ current systems.
02
Unified Workspace (Full-stack)
We used TypeScript to unify the technological stack in both the front-end (Angular) and back-end (Nest.js, a Node.js framework), improving cross-team collaboration. Additionally, the backend REST API acts as a proxy, facilitating the integration of new providers through a single API for the frontend.
03
Single App or SaaS Approach
This approach allows us to offer different service levels in the future: either the complete application (adapting the look & feel) or specific adaptable pieces tailored to client needs (SaaS, Software as a Service). Clients will be able to compose their own “puzzle” of modules, even unifying access control systems (Oauth2 login, Active Directory services, etc.).
The Solution
The result is a robust and versatile platform that combines an agile frontend developed in Angular with a scalable backend based on Nest.js and exposed via REST API. This modular architecture allows clients to choose between implementing the full platform or integrating specific micro-functionalities into their current systems.
We worked on key functionalities such as “quick search” engines and advanced filters, enabling users to find investment funds efficiently based on personalized criteria. Furthermore, we implemented options to save relevant funds and create lists or portfolios tailored to their needs, enhancing the user experience and optimizing the financial analysis process.
By using TypeScript throughout the tech stack, we facilitated team collaboration and optimized the development process. Additionally, the API serves as a single intermediary (proxy) to consolidate information from multiple providers, ensuring smooth and efficient access to financial data.
The flexibility of the solution also paves the way for future SaaS (Software as a Service) models, where clients can customize their experience by selecting the modules that best fit their needs, creating a bespoke application that adapts to their technical and strategic requirements.
Technologies used
Shall we talk?
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