The client is a US-based Fintech company that provides state-of-the-art investment management solutions for portfolio managers and financial advisors.
The project involved the development and testing of a custom analytical tool, powered by data-driven algorithms for financial advisors.
The platform enables financial advisors to make intelligent decisions by comparing and contrasting the end customers’ financial portfolio with a variety of pre-built benchmark portfolios or model portfolios.
Other than financial advisors, the application will be used by the client’s expert team to monitor and update customizable analytical tools and model portfolios.