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Case Study

Maximizing Investment Returns


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    Service line
    Legacy modernization
    Digital platform


    The customer, a financial services company, helps investors in directing funds towards sectors that tackle climate change and address inequality. Investors approach our client with the notion to invest. All their investment data – including portfolios, bank accounts, withdrawals – was previously managed in an outdated legacy application. Recognizing that the app did not correspond to the current needs, they sought legacy modernization services. In collaboration with the Euristiq team, they transitioned to a modern investment management software, improving the internal management of funds and investment flow.

    • Co-development of an intelligent user-friendly investment management software
    • Streamlined funds management functionality
    • The software simplifies the management of investors’ portfolios, applications, bank accounts, withdrawals, etc.
    • Users can more easily track changes, view change history, create payments, view data about advisors and investors, and validate information about investors
    • The platform manages over 63,000 investor profiles and £12.9 billion funds
    investment management software case study octopus by euristiq


    Investment management software

    The digital platform is an intermediary for financial operations between the investment enterprise that collects all the data about investors and a third-party system that documents all financial transactions. Euristiq empowered the investment management app with functionality that made sure the data was displayed and synchronized correctly.

    Intelligent automation

    We contributed to the development of new features, front-end development, quality assurance, and also participated in UI/UX design and requirements elaboration. The result of our cooperation is a digital platform that collects information from various sources about investors, products, and portfolios, and minimizes the human factor in information management.

    New investors portfolio flow to manage fund and finances

    Euristiq team developed a new portfolio flow of a modernized investment management software that is more complicated than the previous one. It contains information about investments, withdrawals, bank accounts, investors, advisors, etc., and has the functionality to manage finances by creating payments, adding and deleting bank accounts, withdrawals, and changing investment settings.

    funds management software for octopus by euristiq


    The result is an internal investment portfolio management software that brings together all the actions regarding investors and investing for the company’s employees.

    In 2021, over 750 of our client’s employees were using the investment management app. The system manages more than £10.6 billion on behalf of over 63,000 investors. These funds are invested in renewable energy, healthcare, smaller companies that drive the economy, and property.

    Project scope


    1. Decision on the technical stack
    2. Integration with payment system
    3. UI/UX design
    4. Front-end/back-end development
    5. QA
    6. Participation in product management
    7. Requirements elaboration


    • SQL
    • HTML/CSS/Bootstrap
    • JavaScript/TypeScript
    • .NET Core
    • Entity Framework Core
    • Kafka
    • RabbitMQ
    • Azure/AWS
    • Angular 
    • RxJs
    • Node

    Client testimonial

    Euristiq provides development outsourcing services. Their resources function as an extension of the internal team and work in a variety of technologies, including .NET, Angular, and cloud-based solutions.
    VP of Engineering, Octopus Group
    Unites Kingdom

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