Mutual Fund Software Solution

The case study discusses an online mutual fund software developed for J M Financial Mutual Fund, enhancing efficiency by 15% through migration to .Net Technology. This modernized platform streamlined mutual fund operations, maintained legacy system features, and improved stakeholder interactions across India.

Mutual Fund Software Solution
Industry-Type
Industry

Fintech

Industry-Type
Devs on Team

5

App Type
App Type

Enterprise

Methodology Used
Methodology

Agile Scrum

Platform
Platform

Web Application

Client Country:
Australia

India

Tech Used
Technologies Used:

.NET MVC, Oracle

Client Intro

J M Financial Mutual Fund utilized a high-tech and robust software solution to enhance the efficiency of mutual fund companies by simplifying their processes.

Client Intro

Transforming Project Management : Challenges, Solutions, and Achievements


Challenges Client Faced

Challenges Client Faced -

  • Operating with a legacy system developed in Power Builder and Oracle, which had become outdated.

  • Difficulty in maintaining and upgrading the legacy system due to the scarcity of engineers familiar with last-generation technology.

  • Dealing with highly complex and critical domain functionalities and data structures.

  • Inefficiencies in the mutual fund operations due to the limitations of the existing system.

  • Challenges in adapting to the fast-paced advancements in today's technology and operational methodologies.

What we did to fix it -

  • Collaborated with J M Financial to migrate the existing application to .Net Technology with MVC Architecture.

  • Conducted an in-depth study of the existing software, operations functionality, and mutual fund business domain.

  • Created detailed business process diagrams to ensure alignment with client requirements.

  • Simplified complex modules and processes in the legacy system.

  • Followed Agile Methodology with Scrum and a test-driven approach for development.

What we did to fix it

What we Achieved



Enhanced the overall efficiency of the company by 15%

Enhanced the overall efficiency of the company by 15%.

 Developed a next-generation software solution

Developed a next-generation software solution using the latest technologies and methodologies.

 Maintained features from the legacy system

Maintained features from the legacy system while rectifying inconsistencies, creating an optimal digital solution.

Enabled on-time reporting and minimized delays

Enabled on-time reporting and minimized delays in approvals and communications.

Improved stakeholder and associate interaction

Improved stakeholder and associate interaction with the system across India.

Streamlined mutual fund operations and process management.

Streamlined mutual fund operations and process management.

 Facilitated the transition to a more modern and efficient operational framework.

Facilitated the transition to a more modern and efficient operational framework.

Key Features we Delivered


Modernized mutual fund operations platform

Modernized mutual fund operations platform

Simplified process management

Simplified process management

Enhanced data structure and functionality handling

Enhanced data structure and functionality handling

Agile and test-driven development methodology

Agile and test-driven development methodology

Efficient reporting and communication tools

Efficient reporting and communication tools

Maintenance and upgrade capabilities

Maintenance and upgrade capabilities

User-friendly interface and navigation

User-friendly interface and navigation

Project Result


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