Development of a Modular Web and Mobile Asset Management Application for Regulatory and Product Documentation

The client faces tight regulatory deadlines and resource constraints in assembling an internal development team. They require a scalable solution to streamline the production and presentation of critical regulatory and marketing documents such as product information sheets and prospectuses. Additionally, they need a user-friendly web and mobile platform that ensures coherent information architecture, feature orchestration, and seamless integration with external data providers.

A mid-sized asset management firm specializing in compliance-driven product documentation and client communications, seeking digital transformation to improve efficiency and user experience.

• Build a scalable web and mobile application module aligned with the client’s design standards and compliance requirements.
• Implement a robust infrastructure optimized for deployment on cloud or Kubernetes environments, with integrated external API connectivity.
• Deliver a user-centric experience through clear information hierarchy, feature orchestration around user stories, and optimized interaction flows.
• Achieve high code quality and system reliability through comprehensive testing before deployment.
• Enable rapid team assembly and autonomous operation, ensuring adherence to strict delivery deadlines and collaboration within a remote, same-time zone team environment.

• Implementation of business logic based on detailed design drafts, ensuring predictable and coherent data presentation.
• Development of a flexible infrastructure supporting deployment on a Kubernetes cluster and integration with third-party APIs.
• Feature orchestration aligned with user stories, facilitating task flow and functional clarity.
• Development of a Progressive Web Application (PWA) for mobile devices mirroring desktop functionality.
• Rigorous testing frameworks to ensure software stability, performance, and compliance with acceptance criteria.

• Third-party API for data exchange
• Internal document management systems

• High scalability to support numerous users and large document sets
• Performance metrics targeting smooth load times and responsiveness
• Robust security protocols to protect sensitive financial data
• High availability and disaster recovery mechanisms

The new platform is expected to significantly enhance production efficiency of regulatory and product documents, reducing time-to-market and compliance risks. It aims to deliver an intuitive user experience, increase product adoption, and ensure scalability to support future growth, mirroring the successful impact observed in similar projects with high-quality infrastructure, feature orchestration, and rigorous quality assurance.