A financial services platform provider set out to build Investor Management, a cloud-native, multi-tenant digital engagement application built on its existing core platform, designed to support both advisor-led and investor-facing interactions. The goal was to give advisors and investors a single, consistent digital layer, without duplicating the core execution and analytics work already handled by the underlying platform.
ThinkPalm was brought in as the offshore software development and quality engineering team to help build this solution, covering everything from development to testing to architecture support.
The initiative focused on establishing a unified digital engagement layer that enables role-based access to client, portfolio, servicing, documents, workflows, and actions, while remaining independent of the underlying systems of record.
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