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case studies

GeneralPublished on: Fri Feb 10 2023

Captive Services for a Leading Wealth Technology Firm

About the Client

A wealth management software provider empowering investor with real-time portfolio reporting and insights. They specialize in data aggregation, analytics, and performance reporting.

Client’s Challenges

·        The client is a well-established firm in the USA and to future-proof their growth plans, they needed a global technology solution provider, sensitive to North American time, resource, and capability constraints.

·        To expedite their time to market, they were on the lookout for more experienced & knowledgeable resources, as they wanted to expedite their time to market.

Hexaview’s Solution

·        With all the challenges and constraints in mind, Hexaview engaged with the client in the capacity of an offshore-based delivery center to take care of their end-to-end product development.

·        We leveraged the BOT model to successfully establish the client’s own legal entity in India.


Through the offshore delivery center, the client was able to expand its operational capabilities and gained a strategic growth powerhouse.

Key Success Factors
A comprehensive evaluation of business as well as technical requirements. Deployment of engineers with prior knowledge about the domains.