Experion Technologies has signed a deal with a US based FinTech company which offers a suite of state-of-the-art investment management solutions powered by data-driven algorithms, for financial advisors to manage investments of their clients.
Under the agreement, Experion will develop a custom financial analytical tool for financial advisors. As an intelligent financial management platform, the solution will enable financial advisors to compare-and-contrast end customers’ financial portfolio with a variety of pre-built benchmark portfolios or model portfolios.
Experion will take up development of the platform in a phased manner. In the initial phase, Experion will capture the requirements, develop wireframes, create User Interface (UI) designs and develop a clickable prototype for the application. Developing the MVP and integrating the data-driven algorithms and mathematical models to the solution would be carried out in subsequent phases of the engagement. Other than financial advisors who will use the investment analytical resources available in the platform, the application will also be used by the client’s expert team to monitor and update customized analytical tools and model portfolios. To keep the information within the platform current and up to date, the application will be integrated with multiple external data sources. The application will also have the capability to gather insights on application users and their usage behavior.