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Casestudy
- Finance software built to turn market data, portfolio insights, and advisor reporting into faster investment decisions.
- $30B Assets Supported
- 1,000+ Advisors Onboarded
- 100K Records Daily
Finance and Banking Software Development for a US-Based Financial Consulting Firm
Experion built a data analytics-powered investment platform for a leading US-based financial consulting firm managing nearly $30B in client assets.
The platform replaced spreadsheet-heavy advisory workflows with real-time market data, portfolio analytics, Tableau-powered dashboards, and custom advisor reports. It helped onboard 1,000+ financial advisors, import 100,000 stock-related records daily, and support 10X advisor growth.
A leading US-based financial consulting firm offering investment management, tax consultation, portfolio management, and financial advisory training services.
With over 1,000 financial advisors managing approximately $30B worth of financial assets, the firm needed a stronger digital foundation to manage growing advisory operations, large volumes of market data, and client portfolio performance with more speed, accuracy, and confidence.
Challenges and Solutions
Challenges
Solutions
Experion developed a comprehensive financial portfolio management platform that automated routine financial tasks, reduced spreadsheet dependency, and gave advisors a structured digital environment to manage client portfolios more efficiently.
We built an advanced data extraction module to retrieve the latest stock market data, including stock tickers and mutual fund prices, using third-party tools. The platform enabled 100,000 stock-related data records to be imported into the system every day.
Experion enabled portfolio benchmarking and modelling against previous customer data. This gave advisors better visibility into financial asset performance and helped client executives monitor portfolios more easily across multiple data sources.
We integrated a Tableau-powered BI engine to deliver real-time data analytics reports. Advisors could use these dashboards to interpret portfolio performance, identify patterns, and suggest more informed investment plans to clients.
The platform enabled advisors to generate customized reports and download them as PDFs. This made reporting faster, more consistent, and easier to use during client conversations.
Experion delivered a user-friendly web platform with secure storage for customer data and investment portfolios. The solution improved data accuracy, strengthened accessibility, and supported the firm’s growing advisory network.
Technologies Used
Tech Stack
- Tableau
- Angular
Development toolsets
- JIRA and Confluence (for task management)
- Xunit, Jasmine, and Karma (for unit testing)
- ESLint, TSLint, and SonarlInt (for static code reviewing)
- JMeter (for performance testing)
- GitHub (as the source code repository)
- SonarQube (for automated code reviewing)
- Aspose (for PDF generation)
Technical frameworks and libraries
- Wijmo Grid (for reports)
- Tableau dashboard (integrated with Angular)
- ETL Module developed using Python and DB functions
Other technologies
- .NET Core 3.x
- WordPress CMS
- AWS CloudWatch
- AWS Route 53, S3, CloudFront, SES, SNS, and RDS with PostgreSQL
- Google Geocode APIs
Outcomes
The Finance Software evelopment engagement helped the client move from manual, spreadsheet-heavy processes to a faster, analytics-led advisory model.
- 1,000+ financial advisors onboarded on the portfolio management platform
- 100,000 stock-related data records imported into the system daily
- 10X growth achieved in financial advisor adoption
- Supported a collective client portfolio of approximately $30B
- Improved operational efficiency by automating routine financial tasks
- Increased data accuracy by reducing manual spreadsheet dependency
- Enabled real-time monitoring of financial assets and portfolio performance
- Helped client executives aggregate financial data from multiple sources
- Delivered Tableau-powered dashboards for investment analysis and planning
- Enabled customized advisor reports with easy PDF downloads
- Supported benchmarking and modelling of client portfolios against historical data
By combining data engineering, portfolio analytics, BI reporting, and finance domain understanding, Experion helped the client give advisors faster access to the one thing that drives better decisions: trusted investment intelligence.
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