Case Study: a private investment company boosts advisor adoption and customer acquisition with Devexperts’ investor portal

Private Investment Company - Customer Case Study

Devexperts was approached by a private investment company that required a replacement for its legacy investor portal. The existing third-party application had a poor design and lacked core features, which made it inconvenient for advisors to use and was leading to customer attrition. The client needed a new portal that could be seamlessly integrated into its complex existing infrastructure.

Devexperts developed a proprietary investor portal with a new frontend and a state-of-the-art user interface that worked efficiently on both desktop and mobile devices. The solution was delivered and integrated within just nine months. The implementation of the new portal resulted in increased customer acquisition for the client.