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Assets Management Assistance App

Web application for client investment portfolios data storage

Efficient FinTech solutions for real professionals

Project ROI

After 6 months from release, we usually ask customers about the financial results of a project to make sure we did our job well


Project timeline

Andersen team has spent more than 280 hours every week on the development of this solution

2 weeks ahead of schedule

Global coverage

The web application is used be financial advisers around the world

47 countries

About the project

The web application is designed for financial advisers. It is created as a platform for storing data on the financial assets of different clients. The application is equipped with tools that allow the user to make a broad picture of the state of client’s assets, as well as to make detailed reports. Currently, the customer works on a new improved version of this platform, with new features and functionality. As part of this project, our team worked on the front-end part of the application.




12 months

Team size

7 developers

Tech stack

Aurelia, JavaScript, Webpack, .NET, HTML, CSS

Delivered Solution

The version of the application developed by us allows financial advisers to store information about the assets of their clients and view it in case of need. For more convenient storage and use of this information, the application includes sections that contain information about assets owned by individual clients, a group of clients, as well as information about stocks and investments owned by members of one family.

The application has all the necessary functionality that gives consultants the possibility to draw up reports on the assets of their clients. Also, our team made a complete redesign of the application.

Together with the customer, we developed a new version of the platform with a wide range of new features and functional attractive design

Project Results

The improvements in design and newly implemented features made the developed product more functional and convenient attracting new users. Also, during development, we continuously carried out thorough product testing to identify possible errors at an early stage, which allowed us to improve the quality of the created application and ensure its smooth operation. The released version was chosen by the leading financial organizations in the USA and abroad.



Satisfaction rate



Performance optimization



Market share growth

Client’s feedback

SMB, enterprise and startup clients return to us because they’re happy with our work. Here’s what they say about Andersen.
John Specter
William King Delivery manager

Andersen’s developers did a good job. We are quite satisfied with the quality of the software, design, and the performance of the new functionality. But what we like most is the smooth operation of the platform without interruptions which is very important for making the software competitive on the IT market.