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Azure-based Fund Management Platform

Client

A leading provider of financial management services to managers of investment funds such as venture capital, hedge funds, private equity, and real estate. Based in Europe, they focus on mid-tier funds that require institutional capital.

Industry

Financial Services

Overview

The global fund management industry has witnessed significant developments in recent years with businesses competing to provide better products and services to investors. Fund managers utilize business applications to simplify and automate processes that require a high level of human effort. Our client used such a tool to view performance of investments, manage subscriptions/redemptions, and upload fund related documents. The system consists of an admin web application for administrative tasks. Our role was to refactor and reengineer the application for the cloud.

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Business Requirement

The fund management and reporting platform had a lot of performance and usability issues. We were entrusted with re-engineering the system, developing new features for modules, and fixing issues.

QBurst Solution

Enhancements were made to the dashboard to display allocation and fund performance graphs for select funds. We integrated doughnut and line charts to display details such as investor demographics, capital activities, and fund performance. Security for the Fund Manager module was enhanced with two-factor authentication. The approval process for subscription and redemption was enabled with Docusign.

Incorporating best practices in the code and architecture, our team first worked on identifying bugs/performance issues on priority over an extensive QA engagement.

  • Functionality related issues were fixed and validated by the client.
  • Isolated performance issues to identify the API that was slowing down response. The code was optimized to improve performance.

Business Benefits

  • Redesigned user interface greatly enhanced user experience
  • 27% increase in productivity by eliminating bottlenecks in the system
  • Improved performance as a result of automated processes
  • Faster reporting and analytics rendering timely insights

Key Features

  • Fund Management
    • Enables admin to upload documents (related to user as well as the fund)
    • Admin can assign access to funds for each user
    • Admin can select reports to be displayed for specific roles
  • Reporting
    • View fund investment patterns using various parameters
    • View transactions and performance of investments
  • Email/SMS Notifications
    • Notifications sent when there is a new document uploaded by admin
    • Reminder email notifications
  • Batch Data Uploading
    • Batch uploading feature lets the administrator upload files as batches
  • Docusign feature
    • Investors can electronically sign subscription and withdrawal forms

Technologies

  • Angular 8
  • Azure
  • Azure DevOps
  • .NET Core Web API
  • Azure SQL

Business Requirement

The fund management and reporting platform had a lot of performance and usability issues. We were entrusted with re-engineering the system, developing new features for modules, and fixing issues.

QBurst Solution

Enhancements were made to the dashboard to display allocation and fund performance graphs for select funds. We integrated doughnut and line charts to display details such as investor demographics, capital activities, and fund performance. Security for the Fund Manager module was enhanced with two-factor authentication. The approval process for subscription and redemption was enabled with Docusign.

Incorporating best practices in the code and architecture, our team first worked on identifying bugs/performance issues on priority over an extensive QA engagement.

  • Functionality related issues were fixed and validated by the client.
  • Isolated performance issues to identify the API that was slowing down response. The code was optimized to improve performance.

Business Benefits

  • Redesigned user interface greatly enhanced user experience
  • 27% increase in productivity by eliminating bottlenecks in the system
  • Improved performance as a result of automated processes
  • Faster reporting and analytics rendering timely insights

Key Features

  • Fund Management
    • Enables admin to upload documents (related to user as well as the fund)
    • Admin can assign access to funds for each user
    • Admin can select reports to be displayed for specific roles
  • Reporting
    • View fund investment patterns using various parameters
    • View transactions and performance of investments
  • Email/SMS Notifications
    • Notifications sent when there is a new document uploaded by admin
    • Reminder email notifications
  • Batch Data Uploading
    • Batch uploading feature lets the administrator upload files as batches
  • Docusign feature
    • Investors can electronically sign subscription and withdrawal forms

Technologies

  • Angular 8
  • Azure
  • Azure DevOps
  • .NET Core Web API
  • Azure SQL
Fund Managament Platform

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