Case Study

Investment Management Platform for a UK-based Firm

A cross-device investment management platform built with React JS, Node JS and React Native. Customized to meet the unique needs of our customers, it now efficiently serves its entire customer base.

Investment Firm Management Solution



Staff Augmentation

Project Duration

8 Months

Team Members


About the Project


Our client is a UK-based investment management firm dedicated to offering a personalized approach to investment tailored to each client’s individual financial goals and risk tolerance. They used a platform to collect clients’ information, offer tailored solutions, and keep track of investments.

The client’s existing investment management platform was outdated and lacked essential features. On top of that, the system had numerous functionality issues that made it hard for them to work with clients.

As a result, they needed a partner to revamp their IT infrastructure, rebuild the investment management platform, and provide ongoing support. One of our existing clients recommended Technext to them and after a few meetings, they trusted Technext to build their solution.

Project Scope

Rebuild the IT infrastructure and develop a modern web and mobile investment management platform with user-friendly interfaces, graphical data visualizations, and robust reporting tools. The platform will support client customization, efficient asset allocation, automated performance analysis, investment vehicle selection, and stringent security measures.

Scalability, regulatory compliance, and ongoing maintenance services are also integral to the project’s scope, ultimately improving client interactions and financial management.

Technext rebuilt their IT infrastructure and managed the end-to-end development of the platform. The Technext service included UI/UX design, front-end and back-end development, cybersecurity, and mobile app development.

Technext now acts as their development partner, providing ongoing support and managing security updates.

Reza Haque, Managing Director, Technext

Business Challenges

  1. Customizing investment portfolios for clients with varied needs and restrictions is time-consuming and error-prone.
  2. Manually analyzing asset allocation and diversification for multiple clients is complex and resource-intensive.
  3. Performance analysis through macroeconomic and graphic analysis is manual and time-consuming.
  4. Selecting and managing various investment vehicles from various sources can be challenging.
  5. Ensuring superior risk-adjusted returns for clients requires effective risk management in a dynamic market.
  6. Complying with regulatory and legal restrictions is a manual and error-prone process.
  7. Scaling to manage a growing client base efficiently is a concern as the firm expands.
  8. Effective client communication and reporting can be labor-intensive without the right tools.

Goals Set to Technext

  1. Develop a versatile investment platform that caters to the unique needs of our clients.
  2. Create a seamless user experience with intuitive design for clients and team members.
  3. Implement role-based dashboards for admins, super admins, and clients.
  4. Automate performance analysis processes to allow for data-driven decision-making.
  5. Implement robust security measures.

Service Process

The client had a specific development requirement and wanted to opt for our custom web application development service. As other meetings revealed, they also require mobile applications, cybersecurity, and, ongoing support.

Later, they decided to go with our staff augmentation service and hired two back-end developers, one front-end developer, 1 QA developer, and a mobile app developer.

Development Approach

We adopted a two-pronged development approach, with separate back-end (server-side) and front-end (client-side) components. The back end was engineered to handle complex investment management tasks, including transaction processing, automatic profit calculations at midnight, and commission generation on specific dates.

The front end provided role-based dashboards catering to admins, super admins, and clients. Clients had exclusive access to view balances, track transactions, and initiate withdrawal requests. The platform also featured graphical visualizations, allowing clients to monitor their investments effectively over custom date ranges.


Security Measures

Ensuring the security of client data was a top priority. We implemented the following measures:

  1. Secure Socket Layer (SSL) Encryption: This safeguarded client data during transit.
  2. Role-based Access Control (RBAC): Users were given access only to features and data they were authorized to access.
  3. Regular Security Updates and Maintenance: These are protected against known vulnerabilities and exploits.
  4. Security Audits and Testing: Periodic assessments helped identify and address potential security risks.

Performance Enhancements

To optimize the app’s efficiency, we implemented several measures:

  1. Backend Architecture Optimization: This allowed the app to handle large volumes of data and transactions more efficiently.
  2. Caching Techniques: These reduced load times and improved overall app performance.
  3. Reducing API Calls and Database Queries: Transactions and other functions were completed with fewer calls, improving efficiency.
  4. Regular Monitoring and Optimization: This ensured the app remained fast and efficient over time.

Tech Stack

The tools and technologies were selected based on the specific needs of the users. Budget, security, and customer performance were among the key considerations. As the solution was developed with minimal functionalities, we also kept scalability as a top priority.

Web Technologies

Bootstrap CSS


Mongo DB Logo
Amazon AWS Logo


React Native

Project Results

The cross-platform solution we developed for the client has transformed into a powerful, efficient, and secure tool for managing the company’s clients and their investments.


  • Admins and super admins can oversee global client transactions, including withdrawals and deposits.
  • The platform allows for separate management of recurring withdrawals for clients.
  • Auto-commission generation every month (15th) for certain clients.
  • Automated client profit calculations and company performance sharing at midnight.
    Clients can access a dashboard featuring graphical visualizations for data analysis based on custom date ranges.


  • Enables complete control over client transactions, simplifying financial activities management and improving user experience.
  • Allows for dependable client financial commitment management, ensuring precise and transparent withdrawal processes for increased trust.
  • Streamlines commission computations and distribution, ensuring accuracy while decreasing administrative workload and errors.
  • Provides real-time investment insights, automating profit calculations, saving time, and ensuring accuracy.
  • Provides clients with visual investment data to aid decision-making, with custom date range analysis identifying trends and adding value to their strategy.