Case Study: a private investment firm boosts portfolio management with Devexperts

Private Investment Firm - Customer Case Study

The investment firm, a US-based private investment firm, required a proprietary portfolio management solution to replace its restrictive third-party software and support its digital transformation. The existing off-the-shelf product incurred recurring fees and could not be enhanced with the custom features needed for building and fine-tuning client portfolios. The firm engaged Devexperts to develop a tailored solution that would improve advisor tools and eliminate licensing costs.

Devexperts developed a custom front- and back-end portfolio management platform featuring on-the-fly portfolio adjustments, external account comparisons, and a customizable UI. This solution allowed the firm to cut software licensing expenses and provide superior tools to its advisors. The implementation had a significant measurable impact, contributing to a 17% compound annual growth rate and a 245% increase in net flow the following year, which helped successfully value the firm for its IPO launch.