Feb 22, 2024
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Web app to provide services by module to Morgan & Morgan clients

Web app to provide services by module to Morgan & Morgan clients

2-3 months
Panama, Panama
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Service categories
Service Lines
Software Development
Domain focus
Banking & Financial Services


With the constant growth of Morgan & Morgan in Panama and new laws that came into force, it was necessary to make a change in the platform and execution of processes of some services. For this reason, Morgan & Morgan turns to Rootstack, to present their new ideas and needs, so Rootstack can apply them to a new system that responds to the client's requirements.


Considering the various factors of the market and the needs of the client, it was agreed to host the website app in the Microsoft Azure cloud, to guarantee security and constant operation. This website app had to separate by module some client solutions in relation to Law 254, real rights, and final beneficiaries, among other modules that will be developed soon. It had to be intuitive and friendly both with the internal user of Morgan & Morgan and with the users of corporate clients, both parties can access the platform, and have different permissions, restrictions, and functionalities depending on their profile and credentials.


Morgan clients can interact with the platform depending on the service and need they seek to solve with the firm, regarding Law 254, to comply with the regulations of the new standard, the platform requests documentation and information that is filled out directly by the client, where it selects and fills in fields that are displayed as it progresses through the possible flows depending on factors such as type of company, size, type of company, and other factors. This platform can appreciate and interact with different notifications, alerts, status, documents, the process in general, and clients.