Case Study
Investment Platform – Bringing Customer and Asset Management Together
Innowise worked with the client’s team on an integrated investment application.
AI-generated imageIndustry
Financial services
Technologies
Backoffice, CRM, portfolio management
Challenge
An existing portal needed greater flexibility and additional features, with consistent support for customer and administrative workflows.
Solution
The team added microservices covering administration, CRM and portfolio functions. Permissions govern access, while configuration supports different markets and offerings.
Results
Innowise describes a shared application for portfolio views, statistics and customer management. Roles and configurable settings support different administrative tasks.