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Development of a Scalable Investment Fund Transaction Platform with Enhanced Digital Experience

e-point.com

Financial services

Challenges in Digital Investment Platform Integration

Need to reconcile highly regulated financial industry requirements with intuitive ecommerce-inspired user experiences, while integrating complex investment product structures and legislative compliance across multiple jurisdictions.

About the Client

A leading Polish investment fund company and part of Goldman Sachs Asset Management, specializing in digital transformation of investment and pension fund services.

Platform Development Goals

Create a fully digital customer journey from onboarding to self-service transactions
Implement secure, compliant investment fund analysis and purchase capabilities
Enable seamless pension account setup (IKE/IKZE) and multi-step authorization processes
Ensure system adaptability to legislative changes during development cycles

Core System Capabilities

Interactive dashboard with portfolio analytics and investment status tracking
Remote transaction processing (acquisitions, conversions, redemptions)
Cross-institution product transfer functionality
Comprehensive transaction history and transparent fee listings
Integrated help center with contextual guidance

Technology Stack Requirements

React.js frontend framework for mobile-first UX

Microservices architecture for high availability

OAuth2 authentication and end-to-end encryption

Secure API gateways with rate limiting

System Integration Needs

Transfer Agent backend API for fund register management
Identity verification systems (KYC/AML compliance)
SMS gateway for multi-factor authentication
Third-party fund data providers

Operational Requirements

99.99% system availability with zero-downtime deployments
Regulatory compliance with MiFID II and GDPR
Real-time transaction processing with audit trails
DDoS protection and security through obscurity

Expected Business Outcomes

Enables NN Investment Partners to offer 24/7 self-service investment management while maintaining regulatory compliance, reduces operational costs through automated processes, and strengthens market position as a digital leader in Polish investment funds.