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case studies

GeneralPublished on: Fri Feb 10 2023

Developed a Secure, Scalable & User-Friendly Portfolio Management Application

About Our Client

A leading wealth management firm based in the United States. It offers investment-related advice such as credit and financial consultation, financial advice and consultancy services, etc.

Client's Challenges:

  • The client wanted an online platform to manage their client portfolios, track prospects, generate presentations, and select investment products to meet clients' investment requirements.
  • The client also wants to build various analyses such as MVO, Financial Forecast, and Monte Carlo simulation.

Hexaview Solutions:

Hexaview delivered an end-to-end functional web application with the following features:

  • The UI Design of the web application gives a clear-cut view and vivid user experience.
  • It lets advisors manage their clients' portfolios, accounts, and investments.


  • The application became more user-friendly and secure with the multi-factor authentication feature.
  • Since we made the application with open source, the client turned more comfortable.
  • The presentation of the application got enhanced.

Key Success Factor

Our team has a good understanding of wealth management applications and study of the industry standard for Investment analysis.