Case Study
FundCore
FundCore is an investment management platform designed to help firms manage portfolios, investor records, transactions, reporting, and daily fund operations.
- 10 MonthsDelivery Timeline
- 13 SpecialistsProject Team
- 8 IntegrationsConnected Interfaces
Project Overview
FundCore is an investment management platform designed to help investment firms organise portfolio activity, investor information, transactions, reporting, and operational workflows. Investors can access profiles, review holdings, monitor portfolio activity, and view relevant statements through a structured interface. Fund managers and operations teams can manage funds, investor records, transactions, portfolio information, and reporting through dedicated administrative tools. The platform was built to reduce fragmented investment workflows and provide clearer visibility across fund operations. Abhineh Infotech supported product planning, UI UX design, application development, backend engineering, integrations, testing, and deployment.
Project Idea
FundCore was designed to bring portfolio management, investor servicing, transaction workflows, and fund operations into one structured investment management platform.
Investment management involves detailed information across portfolios, funds, investors, holdings, transactions, valuations, statements, and reporting. Managing these areas through disconnected systems can make daily operations difficult. FundCore needed to centralise essential information while keeping investor and internal workflows clear and appropriately separated.
Abhineh Infotech connected investor profiles, portfolio data, fund records, transactions, reporting workflows, document access, and operational controls through a unified architecture. The approach created consistent information flow between investor facing interfaces and internal systems while supporting structured handling of investment related records.
The product principle focused on clarity, speed, and confidence. Investors needed accessible portfolio and statement information, while fund teams needed reliable operational visibility. Clear data presentation, consistent navigation, and structured workflows helped users review important financial information without unnecessary complexity.
Challenges
FundCore supported investors, fund managers, finance teams, and operations staff with different responsibilities and access requirements. Investors needed focused portfolio information, while internal teams required broader controls for funds, transactions, holdings, reporting, and investor administration.
Investment platforms handle varied financial information across funds, portfolios, securities, holdings, valuations, transactions, investor records, and statements. The platform required structured data models, validation, and controlled access to maintain consistency across investor interfaces and internal operational workflows.
Investment activity can create significant processing requirements around reporting periods, portfolio updates, valuations, and transaction activity. FundCore required efficient backend services, database optimisation, secure APIs, and scalable infrastructure to maintain reliable performance as financial data volumes increased.
Project Milestones We Achieved
| Milestone | Tasks | Timeline | Responsible |
|---|---|---|---|
| Discovery and Planning | Mapped investor, fund manager, finance, and operations journeys, portfolio requirements, reporting needs, integrations, and technical architecture. | Month 1 to 2 | Product and Engineering Team |
| UI/UX Design | Designed investor dashboards, portfolio views, fund management screens, transaction areas, reports, statements, and administrative interfaces. | Month 3 | UI UX Design Team |
| Core Development | Built authentication, investor profiles, fund services, portfolio management, transactions, reporting workflows, APIs, and dashboard foundations. | Month 4 to 6 | Application Development Team |
| Integrations and Testing | Connected financial data, reporting, document, identity, and transaction services while validating workflows, security, and platform performance. | Month 7 to 9 | Integration and QA Team |
| Launch and Optimization | Prepared production infrastructure, completed final validation, monitored application performance, resolved issues, and refined investment workflows. | Month 10 | Engineering and Delivery Team |
Project Features
FundCore combines portfolio management, investor servicing, fund administration, transaction tracking, reporting, and operational controls in one investment management platform.
Investor Profiles
Investors can manage account information and access relevant portfolio, fund, transaction, and document information through personalised profiles.
Portfolio Management
Investment teams can monitor holdings, portfolio information, valuations, and activity through structured portfolio management interfaces.
Fund Administration
Fund teams can manage fund records, investor information, operational data, and related workflows through dedicated administrative tools.
Transaction Tracking
Teams can review investment transactions, activity records, transaction status, and relevant financial details through organised transaction views.
Reports and Statements
Investors and internal teams can access structured reports, statements, and financial documents through controlled document and reporting workflows.
Operations Dashboard
Internal teams gain central visibility into investors, funds, portfolios, transactions, reporting activity, and operational information.
Results
FundCore launched as a connected investment management platform covering investor accounts, funds, portfolios, holdings, transactions, reporting, statements, and administration. The delivered product brought core investment workflows into one structured digital environment.
Centralised operational tools gave fund teams clearer visibility across investor records, fund activity, portfolios, transactions, and reporting workflows. This supported more consistent daily operations and reduced reliance on disconnected processes for reviewing investment information.
Investors gained a more organised experience for reviewing portfolio information, holdings, transactions, statements, and account details. Structured dashboards and accessible records helped make important investment information easier to review across regular account activity.
The platform established a scalable foundation for continued investment management development. Its architecture can support additional asset classes, reporting capabilities, investor services, financial integrations, portfolio tools, and operational workflows as FundCore expands.
Development Process
Explore
- Investment Research
- Journey Mapping
- Requirement Analysis
- Portfolio Wireframes
- UI UX Design
- Flow Validation
Implement
- Web Development
- Backend Development
- API Development
- Financial Data
- Document Services
- Identity Services
Execute
- Functional Testing
- Data Testing
- Security Review
- Production Setup
- Performance Monitoring
- Workflow Optimization
Typography & colors
Plus Jakarta Sans
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Primary
#6B21A8
Secondary
#D8B4FE
Tertiary Color
#F3E8FF
Icons Color
#64748B
Text Color
#0F172A
Background Color
#FFFFFF
App Visuals
FundCore
6 funds
Funds
Active funds
Ops
This month
Post
Record txn
Settlement
SubmitAlerts
Fund notices
Almost there
Create profile
Tech Stack
Angular provided structured web interfaces for investor and fund management workflows. C# with .NET powered backend services for portfolios, funds, transactions, and reporting. Microsoft SQL Server managed structured financial data, Elasticsearch supported fast information retrieval, and Microsoft Azure provided cloud infrastructure, security services, monitoring, deployment, and scalable application hosting.
- Angular
- C# .NET
- Microsoft SQL Server
- Elasticsearch
- Microsoft Azure
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