Our team helped North American Bank to build an Investment Advisor Assistant. The application helps bank advisors to create mutual fund portfolios and analyze their quality, risks, and profitability.
Canada
The client needed a custom software project to automate advisors’ day-to-day activities. Our team along with the bank development unit has delivered Fintech service for the banking system, where bank advisors are the major users.
The system is a complex integrated tool allowing financial advisors to build an investment portfolio, analyze it and share the result with the client.
The Sombra team was engaged in building architecture in accordance with the stakeholders’ requirements. We developed both front- and back-end and tested the investment advisor assistant application, which incorporated the following features required by advisors.
The investment advisor assistant application consists of modeling, comparison, and analysis tools used daily by 1000+ investment advisors. The robust system allowed our client to:
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Chris Garbacz
Co-founder, StudioNinja