Case Study: Leading Mutual Fund Distributor in Asia achieves 60% faster app performance and 30% faster time-to-market with Datamatics

Investor Portfolio Management App for a Leading Mutual Fund Distributor in India

Leading Mutual Fund Distributor, a top Asia-based mutual funds distributor managing over 50,000 crores, needed a web app to reduce onboarding friction by allowing customers to register before the full platform launch and to assess users’ risk tolerance pre-signup. They engaged Datamatics to consolidate multiple services (portfolio, gold, share market) into a single platform while streamlining KYC, payments, nominee management and improving the web portal experience.

Datamatics built an investor portfolio management web app with an intuitive signup/login flow, two-factor authentication, Gmail OAUTH, Yodlee API integration, and an on‑layer risk score algorithm surfaced in the UI, plus features like integrated portfolio views, KYC verification and account/investment management. The Datamatics solution boosted app performance by up to 60%, cut time-to-market by 30% and development costs by 40%, and delivered higher customer satisfaction through a more usable interface.