Skywinds Solutions, a fintech software development company, recently partnered with a client to create a stock portfolio management platform that would enable them to manage their clients’ portfolios in real-time. Using agile methodology, and Continuous Integration and Continuous Deployment (CI/CD) model, Skywinds Solutions delivered a high-quality software solution that met the client’s requirements and provided their clients with real-time insights into their portfolios.

Technology	.NET Core + Angular + Azure
Platform	Web App
Industry	Fintech
Website URL	ficom.com
Country	India

Introduction

Skywinds Solutions is a fintech software development company that specializes in creating innovative solutions to help financial institutions manage their clients’ stock portfolios. Recently, Skywinds Solutions developed a new platform for one of its clients that allows them to manage their clients’ stock portfolios in real time.

Client Background

The client is a financial advisory firm that provides investment advice and management services to its clients. They have a large portfolio of clients who expect to receive regular updates on their investment portfolio performance and recommendations for future investment decisions.

Challenges

Before partnering with Skywinds Solutions, the client faced several challenges in managing their client’s stock portfolio. The manual process was time-consuming and prone to errors. Also, their clients had to wait for the end-of-the-day reports to view their portfolio performance, which was not ideal for making timely investment decisions.

Solution

Skywinds Solutions developed a new platform for the client that allowed them to manage their clients’ stock portfolios in real-time. The platform was designed with a user-friendly interface that enabled the client to view the stocks, analyses, and recommendations in real-time. The platform was also integrated with a data analytics tool that provided real-time updates on the stock market, allowing the client to make informed investment decisions.

Results

The new platform provided several benefits to the client. The client was able to manage their clients’ stock portfolio more efficiently and effectively, which led to increased client satisfaction. The real-time updates provided by the platform allowed the client to make timely investment decisions and capitalize on market opportunities. Also, the automated platform reduced the manual workload for the

Development Process

Agile Methodology

At Skywinds Solutions, we utilize the agile methodology to manage software development projects, and we applied this approach to create a stock portfolio management platform for your clients. Our agile development process focuses on collaboration, flexibility, and iterative development to deliver a high-quality software solution that meets your client’s needs. Here’s how we structured the development process using agile methodology:

Project Planning: We worked closely with your team to understand your goals, requirements, and scope for the project. Based on this information, we created a product roadmap and established priorities for the project.
Sprint Planning: Our development team created a detailed plan for each sprint, which typically lasts 1-4 weeks. We reviewed the project requirements and identified the tasks that needed to be completed during the sprint.
Sprint Execution: During each sprint, our development team worked collaboratively to complete the tasks identified in the sprint plan. We held regular meetings to review progress and identify any issues.
Sprint Review: At the end of each sprint, we held a sprint review meeting with your team. During this meeting, we reviewed the work completed during the sprint and got feedback from your team on the progress made.
Sprint Retrospective: After each sprint review meeting, our team held a sprint retrospective meeting to discuss what worked well, what could be improved, and how to make the next sprint more successful.

CI/CD

At Skywinds Solutions, we utilized Continuous Integration and Continuous Deployment (CI/CD) to streamline the software development process for your clients’ stock portfolio management platform. Our CI/CD approach involved continuously testing, building, and deploying code changes to minimize manual errors and streamline the deployment process. Here’s how we structured the development process using CI/CD:

Version Control: Our development team used a version control system like Git to manage changes to the codebase.
Automated Testing: We performed automated testing continuously throughout the development process to ensure that code changes did not break the existing codebase.
Continuous Integration: We integrated code changes continuously into the main codebase, and any conflicts were resolved automatically.
Continuous Deployment: We deployed code changes continuously to a test environment, where they were tested before being deployed to production.
Monitoring and Feedback: We continuously monitored the production environment for issues, and collected feedback from users to improve the product over time.

By following this development process, Skywinds Solutions ensured that your clients’ stock portfolio management platform was delivered on time, within budget, and met their requirements. Our use of agile methodology and CI/CD helped to reduce the risk of errors and minimize the time it took to identify and resolve any issues that arose during the development process.

Implemented Features List

Here are some of the key features that Skywinds Solutions implemented in the stock portfolio management platform:

Real-Time Portfolio Management: The platform provides real-time insights into the client’s portfolio, enabling them to monitor their investments and make informed decisions.
Stock Analysis: The platform provides detailed analysis of individual stocks, including performance metrics, historical data, and expert insights.
Investment Recommendations: The platform provides investment recommendations based on the client’s investment goals, risk tolerance, and market conditions.
Secure User Authentication: The platform uses secure user authentication methods to ensure that only authorized users can access the portfolio management features.
Intuitive User Interface: The platform features an intuitive user interface that is easy to navigate and use, enabling clients to access the information they need quickly and easily.
Customizable Dashboards: The platform allows clients to customize their dashboards to show the information that is most relevant to them, including portfolio performance metrics, stock analysis, and investment recommendations.
Multi-Platform Access: The platform is accessible from multiple devices and platforms, including desktop and mobile devices, enabling clients to access their portfolio information from anywhere.