Our client was an Australia-based platform offering business and investment structures for Accounting, Legal, and Wealth management businesses. They wanted us to build comprehensive business information and management software that would help them streamline financial management, documentation, information access, and legal and regulatory integrations and compliances. 
They wanted the software to offer features like asset tracking, generation of financial statements, document filing and management, search functions, access to current and historical information, and multi-user management. 

Resources Utilized

Engagement Period

Tech Stack Deployed

About Client

Our Strategies in Action

We faced the challenge of integrating data from multiple sources lies in reconciling disparate formats, structures, and quality while ensuring consistency and accuracy.

Implementing robust data security measures, encryption protocols, and access controls to safeguard sensitive information was a concern against unauthorized access, breaches, and data leaks.

Navigate varying API documentation, and authentication methods, and manage potential downtime, including changes in third-party services. 

Identifying, merging, and preventing redundant data entries across databases or systems to maintain data integrity and accuracy.

Some processes such as testing and manual data entry were quite lengthy and time-consuming and lacked automation. 

The client faced a lot of issues while connecting to the customer support team and wasn’t able to get a quick and satisfactory response. 

Bottlenecks We Encountered

We created an intuitive and easily navigable system for the business and investment structure platform, incorporating clear visuals and an attractive interface to provide a seamless user experience. 

To ensure that the platform served the best interest of accountants, lawyers, and wealth advisors, we integrated it with leading and popular accounting software applications like Xero, compliance software like CAS 360, SMSF tools, such as SimpleFund 360, DocuSign, and many more. 


Our developers have integrated robust security measures, including encryption to safeguard vital documents and information. We have built tools to perform regular compliance and maintain the highest standards of security practices. 


The customers using this business and investment structures platform had problems getting real-time notifications for new companies. However, this issue was righty resolved by adding new dynamic search features and configurable email notifications for each new search. 


To fulfill the client’s wish to make informed decisions and enhance their strategic planning and execution,  we have added real-time data and analytics solutions to the platform.  This has also minimized the risk factors associated with data access and data overwriting.

Solutions implemented by Us

Dashboard & Mis Reports

User-Friendly Interface

Notifications and Alerts

Streamlined User Management 

Business Process Optimization

Digital Integration

Secure Backup

Automation

Report Access and Management

Document Storage

Minimal Repetitive Data Entry

Reduced Internal Overheads

Main Features 

Technology Stack

Web Frontend

Backend

Database

Server

Tools

 Users:

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Fintech

Cloud Engineering & DevOps

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Cloud-Based Financial Management Software for Legal Firms to Optimize Accounting and Wealth Management