Modernizing Investment Portfolio Management Software for £12.9B in Assets
Overview
Octopus Group helps investors direct funds into sectors that tackle climate change and address inequality — renewable energy, healthcare, smaller companies driving the economy, and property. Every part of that flow, from opening a portfolio to approving a withdrawal, previously ran on a legacy application that no longer matched the business. Euristiq joined the modernization project mid-stream to rebuild it as cloud-based investment management software.
In assets managed through the platform
Investor profiles managed end-to-end
Employees using the platform
About the platform Euristiq worked on
A legacy application that no longer fit the business
Investor, portfolio, and bank account data was managed in an application that had fallen out of step with how the business needed to operate.
Investor and portfolio data spread across sources
Information about investors, products, and portfolios came from various sources and needed to be brought together to minimize the human factor in how it was managed.
A cloud-based investment portfolio management platform built for day-to-day operations
GatewayAPI as the system’s core service
The platform is a server application built around a GatewayAPI that processes investor, product, and portfolio data and routes it to connected services. It acts as the intermediary between the financial enterprise that collects investor data and the third-party system that documents financial transactions, keeping both sides synchronized.
A more complete investor portfolio flow
Euristiq’s team developed a new portfolio flow covering investments, withdrawals, bank accounts, investors, and advisors — with the ability to create applications and payments, add or remove bank accounts, and change investment settings, all from a single portfolio view.
Built-in maker-checker approvals and audit history
The system is built so one user can make a change while another must approve it, with full change tracking. Role-based permissions in the admin panel govern who can create payments, view advisor and investor data, or validate investor information against third-party government services.
Front-end and QA
Euristiq’s team contributed front-end development, quality assurance, UI/UX design, and requirements elaboration alongside the backend rebuild — joining an in-flight legacy modernization and integrating with the client’s existing engineering workflow.
An investment portfolio management platform managing £12.9 billion, used by 750+ employees
£12.9 billion under management
The platform now manages more than £12.9 billion on behalf of over 63,000 investors, invested across renewable energy, healthcare, smaller growth companies, and property.
750+ internal users
Over 750 of Octopus Group’s employees run their day-to-day investor and portfolio operations through the platform Euristiq helped build.
Reliable third-party sync
The GatewayAPI keeps investor, portfolio, and transaction data synchronized with the third-party system of record, minimizing the manual reconciliation the legacy app required.
We work 2x faster
with legacy projects
that can’t keep up, we can help you modernize it without disrupting the business it runs.
FAQ
What is investment portfolio management software?
Investment portfolio management software is a platform that lets an investment company track investor profiles, portfolios, bank accounts, withdrawals, and fund allocations in one system instead of manual processes or a legacy application. For Octopus Group, Euristiq modernized an internal investment portfolio management platform that now runs the day-to-day operations for 750+ employees, managing £12.9 billion in assets across 63,000+ investor profiles. The software connects investor data, product data, and portfolio data from multiple sources, syncing it with a third-party transaction system so records stay accurate without manual reconciliation.
What is cloud-based investment management software?
Cloud-based investment management software runs on cloud infrastructure — such as Azure or AWS — instead of on-premise servers, giving an investment firm elastic storage, background job processing, and easier integration with third-party financial systems. In Octopus Group’s case, Euristiq built the platform on Azure Blob Storage, Azure Storage Queue, and Azure WebJob, with a GatewayAPI service handling data sync between the internal system and an external transaction-of-record platform. This removed the scaling and maintenance constraints of the legacy on-premise application it replaced.
How does investment portfolio management software handle fund and transaction data?
Investment portfolio management software handles fund and transaction data by acting as an intermediary between the systems that collect investor and product information and the systems of record that document financial transactions. Euristiq’s platform for Octopus Group uses a GatewayAPI as its core service, processing investor, portfolio, and product data and routing it to connected services so it displays and synchronizes correctly. A built-in approval workflow means one user can propose a change — a new bank account, a withdrawal, an investment setting — while another user reviews and approves it, with full change history tracked.
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