Challenge: The client had been using an Investment Account Manager application for over 25 years, which facilitated investment and portfolio management for individual users and investment firms. While the app had served its purpose, its technology had become outdated. The system struggled to support modern human-computer interaction, lacked the necessary enhancements, and had limited theming capabilities.
The backend of the application needed significant upgrades to handle vast amounts of financial data, complex database schemas, heavy SQL queries, and structured data pipelines for reliable and efficient analytics. Meanwhile, the frontendpresented several design challenges, including a complex interface and legacy architecture that hindered the user experience.
Seeking a modern solution, the client needed a technology partner to revamp both the front-end interface and back-end data handling, while incorporating cutting-edge technologies to support future growth.
Solution: SSI spearheaded the transformation with a series of key upgrades:
- System Rewrite: SSI developed a completely rewritten version of the application to meet the evolving needs of the system. The new design improved cosmetic appearance and interaction design, enhancing overall user experience.
- Reporting Module: SSI built a fast and efficient reporting module using the latest tools and technologies, streamlining data visualization and reporting features.
- Modern Framework: The application was redesigned using .NET 5.0, enabling it to leverage upcoming .NET Core upgrades, future-proofing the system for continued growth.
- Database Overhaul: The backend data structure was transitioned from a flat file system to an SQL Server relational database, offering improved data management, faster queries, and better scalability for large data sets.
- Identity and Access Management (IAM): SSI modernized the IAM with a DevExpress reporting library, updating legacy reports to modern formats and linking them to SQL data. The new IAM architecture was designed with layer separation, enabling future extensions for web and mobile platforms.
- UI/UX Redesign: The user interface was overhauled, with a fresh design for the IAM dashboard, transaction ledger, and grids. The application’s color theming was customized, making the app more visually appealing and user-friendly.
Result: The newly upgraded application successfully attracted new users and expanded the Investment Solution Provider’s client base. The modernized system, with its intuitive interface and improved backend data handling, enabled the company to deliver engaging client demos that facilitated business growth. The upgraded platform not only improved performance but also enhanced the overall user experience, positioning the client for continued success in the competitive financial technology market.
Tools & Technologies: Visual Studio 2019, SQL Server Management Studio 2019, DevExpress Reporting Control, Advanced Installer, .NET 5, C#, WPF, Prism, SQL Server Express, Dapper (ORM)