Modernizing Investor Analytics for a Leading Wealth Management Provider
Overview
A leading USA-based wealth management provider, catering to advisors, high-net-worth individuals, and institutional investors, initiated a strategic program to enhance the advisor experience. A core objective was to reduce reliance on third-party platforms by developing in-house investor analytics capabilities.
The client’s legacy platform delivered investor analytics via SOAP-based services, tightly coupled with a third-party vendor. This setup resulted in high annual licensing costs, limited flexibility, and challenges in scaling. The platform lacked modern integration capabilities, hindering the rollout of new features. Additionally, the system’s embedded business logic functioned as a “black box,” making it difficult to extract or modify.
To address these challenges, our domain analysts collaborated closely with the client to identify critical interfaces and business logic, ensuring minimal disruption to downstream systems during the transition.
Solution
Cloud-Native Architecture
Deployed on a scalable, resilient cloud infrastructure.
Achieved 8% availability with fault-tolerant design.
Enabled dynamic scaling to meet evolving business demands.
Microservices & API-Led Integration
Replaced monolithic SOAP services with modular microservices.
Developed a robust suite of Investor Analytics APIs offering:
Asset Allocation
Hypothetical Historical Performance
Modern Portfolio Theory (MPT) statistics – Standard Deviation, Sharpe Ratio, Beta, Alpha, Portfolio Risk Score
Future Return Estimations
Cash Flow Projections
Enabled seamless integration with internal and external systems.
Reduced integration effort and accelerated time-to-market by 90%.
The Impact
90% faster integration and time-to-market through API-led architecture.
8% system availability, ensuring uninterrupted access to investor analytics.
100% elimination of annual licensing costs by decommissioning the third-party legacy platform.
New revenue streams through monetization of analytics APIs and services.
Real-time, data-rich insights empowering financial advisors to improve investor engagement and decision-making.
Conclusion
By modernizing its investor analytics platform, the client not only reduced operational costs and accelerated innovation but also unlocked new revenue opportunities - positioning itself as a more agile, data-driven leader in the wealth management industry.
