Case Study: a New York-headquartered SEC-registered investment advisory firm achieves 99.95% uptime and faster releases with Itexus

New York-headquartered SEC-registered Investment Advisory Firm boosts paid subscriptions 42% with Itexus

The client, a New York-headquartered SEC-registered investment advisory firm, was struggling with an unstable legacy digital advisory platform that served over 450,000 investors. The system, built by a previous vendor, suffered from frequent production issues, billing inconsistencies, and compliance risks due to its flawed architecture. After unsuccessful attempts to fix it, the firm engaged Itexus for a technical audit and subsequent full platform modernization to ensure stability and meet stringent SEC recordkeeping requirements.

Itexus redesigned the platform on AWS with a properly bounded microservices architecture, migrating critical data to PostgreSQL and integrating key services like Stripe and Salesforce. The solution delivered 99.95% availability, 30% faster release cycles, and AI-assisted tools that reduced compliance review time by 40%. Within two months of relaunch, Itexus's work enabled a 42% increase in paid subscription activity without any service disruption for the client's large investor community.