Development of an Advanced Comparative Analytics Platform for Investment Funds

The client requires a sophisticated comparison tool capable of integrating with a major financial data provider to enable efficient and flexible comparison of multiple investment funds. The current manual processes and existing tools lack efficiency, modern design, and seamless data updates, hindering user decision-making and scalability.

A mid-sized investment firm seeking a comprehensive, user-friendly platform to analyze and compare investment funds with real-time data integration.

• Create a fullstack web application enabling users to compare various investment funds across multiple parameters with real-time current and historical data.
• Ensure the platform supports complex, simultaneous comparisons without performance degradation, targeting at least 1000 beta users during initial rollout.
• Design an intuitive, modern UI/UX to facilitate easy data visualization, including charts and graphical representations.
• Implement reliable integration with external financial data APIs to maintain data accuracy and freshness.
• Establish a scalable, high-performance architecture that supports future growth and regular updates.

• Backend system capable of handling complex data comparisons and processing multiple data streams seamlessly.
• Front-end interface with modern, user-friendly design, including detailed comparison charts, historical data views, and interactive graphics.
• Integration with external financial data APIs to fetch current and historical investment fund data without compromising performance.
• Database layer utilizing a robust RDBMS, such as PostgreSQL, for efficient data storage and retrieval.
• Background job processing system (e.g., Sidekiq) for continuous data updates and synchronization.
• Implementation of a unique brand identity with modern assets to enhance usability and aesthetic appeal.

• Financial data APIs for real-time and historical investment fund data.
• Internal data processing pipelines for data synchronization and update tasks.

• System must support high-volume concurrent comparisons with minimal latency.
• Application should remain stable with continuous data updates, ensuring 99.9% uptime.
• Secure API integrations and data storage following best cybersecurity practices.
• Support for future scalability to accommodate increasing user base and data complexity.

The developed platform is expected to enable users to efficiently analyze and compare multiple investment funds, improving decision-making speed and accuracy. Targeting at least 1000 beta users initially, the solution aims to enhance client engagement, provide a modern and intuitive user experience, and support future growth leading to increased market competitiveness and operational efficiency.