Blueopes - Digital Platform Development for Wealth Management Company

Blueopes is an automated wealth and personal financial management service for asset managers. It uses AI to customize portfolios to user investment goals and value preferences while focusing on socially responsible investments.

Client:Blueopes
Year:2018
Technologies:Node.js, AWS Lambda, Amazon CloudFront, Amazon Route 53, Amazon DynamoDB, Amazon EC2, Amazon SQS, AWS Elastic Beanstalk, AWS Aurora PostgreSQL
Digital Platform Development for Wealth Management Company

Blueopes is an automated wealth and personal financial management service for asset managers. It uses AI to customize portfolios to user investment goals and value preferences while focusing on socially responsible investments.

BACKGROUND

Blueopes is an automated wealth and personal financial management service for asset managers. It uses AI to customize portfolios to user investment goals and value preferences while focusing on socially responsible investments.

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OPPORTUNITY

Coding Sans was hired for end-to-end development of the their web application.

GOAL

The goal was to create a fast, streamlined, and easy-to-use cloud base interface that connects to Blueopes quantitative analysis and processes an anonymous data feed from our clients.

SOLUTION

In addition to developing the frontend and backend of the services using Angular and Node.js, Coding Sans contributed greatly to the database, quantitative connection, and design implementation processes. 

On the project, the following Amazon Web Services technologies were used: Elastic Beanstalk, Aurora Postgresql, SQS, EC2, DynamoDB, Route53, CloudFront, Lambda (NodeJS)

The team consisted of three primary members: a frontend developer, a backend and lead developer, and a dedicated project manager. Additional resources and team members were temporarily added during specific phases. 

RESULTS & FEEDBACK FROM OUR CLIENT

The stable, reliable system was instrumental in landing Blueopes first big customer and has led to many new opportunities.  Coding Sans' project manager was extremely helpful in translating information from us to the developers. Their use of our productivity and development tracking tools allowed the project to progress smoothly. 

They are professional and flexible with a strong desire for extensive product knowledge.

_A step closer to your product

Work With Us

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Request a free consultation with our project managers, and we help you figure out the next steps for your project.

_The pillars of our work

How We Do It

Code Quality

Our code is tested, linted, and follows the industry best practices. It’s also self-describing so you will know exactly what is happening under the hood.

Free sprint

You won’t get to know us until you work with us. To minimize your risk in the process, we provide the first sprint of coding for free, so you can check out how we actually work to decide whether it meets your requirements.

Full transparency

We provide full code transparency with version tracking software (GitLab or GitHub) and use a direct communication platform (Slack) to communicate achievements, setbacks, and changing requirements on the fly.