Jun 25, 2021
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Investment Management Platform

Investment Management Platform

more 1 year
United States
view project
Service categories
Service Lines
Cloud Consulting
Software Development
Web Development
Domain focus
Banking & Financial Services
Programming language
Ruby on Rails


A private investor portal equipped with an automated aggregation of financial data and visualization tools, designed to provide a full overview of an investment portfolio, generate mid-year and year-end reports, and support secure integration with file hosting and reporting services.


Back-end, built on the Ruby on Rails framework. The database aggregates financial data from several sources, and serves as a centralised source of data for further visualization and analysis. As the volume of data was growing, the app response latency turned into a real bottleneck. The solution could no longer promptly process the data, which accentuated the need for the system’s profiling and performance analysis. Front-end, based on Angular. The front-end was failing to provide investors with timely, comprehensive, and reliable information.


The platform provides investors with well-organized and visualised summary of the performance of the chosen pre-IPO companies at the seed and early stages. The solution has complex business logic, which provides importing, aggregating, and visualising the content from the custom CMS and third-party services like Backstop and Dropbox. Itexus team delivered the investment platform development within the predefined requirements and and in full compliance with the customer’s expectations. Now the client is planning to engage our team into further development of the platform, namely a custom invoicing tool.