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.

Domain: Fintech

Engagement model: Time & Materials

Effort and Duration: ongoing since December 2018

Solution: Private investor portal

Technologies: Ruby on Rails, Angular, Backstop Service

Project Team: 1 Full-stack Web Developer, 1 Technical Lead, 1 BA, 1 QA manager, 1 PM