Case Studies

iSoftStone helps investment firm increase client investment options

iSoftStone helps investment firm increase client investment options

Creating a one-stop-shop for investment management

Looking to vastly improve offerings for their global client base, a leading investment management firm approached iSoftStone with a vision of scaling its product offerings and implementing a comprehensive B2B extranet platform. While competitors remained complacent, offering limited choices of investment products, and pushing clients toward proprietary products, our client sought to provide a more innovative solution to their clients, increasing the availability of investment options by 500%! By doing so, they would empower their internal portfolio managers and advisers to better serve their clients and offer individual investors far greater choice.

A platform to scale

With a clear understanding of the client’s vision, the iSoftStone team got to work, architecting an innovative, highly secure portal utilizing tools like Microsoft SharePoint, .Net, C#, WebFocus, and Oracle technologies. A team of 42 cross-functional, divisionally-diverse, globally distributed team members worked several years to develop and implement the final platform. The platform now gives fund family partners greater self-service capabilities, allowing them to fully manage their product catalog. In addition, clients are ale to manage their content, legal notices, and financial data in one central location. Moreover, the platform offers self-service business intelligence and analysis tools. As a result, teams can better monitor and report performance of products across retail, retirement and advisory distribution channels.

A triple win

Our client now has an unmatched strategic advantage, increasing choice and scale without increased cost. Business partner fund families love the capabilities and visibility they have. They are now able to view and manage their products and monitor performance through a self-service portal. Overall, investors now have far more options compared to other leading investment management firms, giving our client a competitive edge.