Banking & Investment Advisory Firm
The client is a well-established European bank and financial advisory firm renowned for its personalized approach and commitment to innovation…
Case Details
Client: Banking & Investment Advisory Firm
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Client Overview
Client Goal & Challenges
The client sought to roll out a customized version of an existing SaaS wealth management platform to support two distinct client types. This required:
- Tailored workflow configurations for different use cases.
- Real-time integration with broker platforms.
- Support for dual deployment models while preserving a shared codebase.
The primary challenge was delivering compliant, scalable solutions for both deployments in parallel—without compromising agility or increasing overhead.
Solution: What We Built
ATIS Group successfully adapted the core SaaS platform into two tailored deployments, with a strong emphasis on modularity, compliance, and real-time functionality. Our work included:
- Real-Time Broker Data Sync: Integrated multiple broker platforms using OAuth2-secured REST APIs and Webhooks, delivering live trading insights via SignalR.
- Automated Trading & Data Pipelines: Implemented end-to-end data synchronization and automated ETL jobs to reduce manual overhead and improve accuracy.
- Customized Advisory Tools: Developed client-specific tools and dashboards to support financial advisors with contextual insights and workflow automation.
- Deployment Flexibility: Enabled multi-tenant support while isolating business logic to accommodate both shared and private client environments.
This dual-track implementation preserved the platform’s SaaS integrity while offering the flexibility required by enterprise clients with varying operational models.
Team Composition
To deliver the solution with speed and precision, we assembled a focused and experienced team:
- 1 Technical Lead
- 2 Backend Developers
- 1 Frontend Developer
- 1 QA Engineer
- 1 DevOps Engineer
- 1 Business Analyst
This team operated under agile practices to ensure iterative feedback and smooth integration with the client’s internal stakeholders.
Technology Stack
- .NET 8, ASP.NET Core, Entity Framework Core
- Azure App Services, Azure SQL, Azure Key Vault, Azure Logic Apps
- SignalR for real-time updates
- REST APIs, Webhooks, and OAuth2 integrations with broker platforms
- Swagger, Postman for API documentation and testing
- CI/CD using Azure DevOps Pipelines
- Git, Jira, Confluence
Impact
- Parallel Launches: Delivered two live platform instances simultaneously, with minimal overhead and no disruption to shared services.
- Operational Efficiency: Real-time trading updates and automated data flows significantly reduced manual intervention and error-prone processes.
- Scalability: Established a modular platform foundation, enabling rapid onboarding of future clients with minimal code duplication and high reusability.
This project reinforced the client’s vision of transforming financial advisory services through technology, setting the stage for sustainable and scalable digital innovation across their service portfolio.