This website uses cookies to improve your browsing experience and help us with our marketing and analytics efforts. By continuing to use this website, you are giving your consent for us to set cookies.

Find out more Accept
CONTACT US
Case study

Finance platform for DIY investors
Aimprosoft transforms partner’s stock insights site into a robust platform for DIY investors

Discover how Aimprosoft helped a U.S.-based finance company transform its outdated WordPress site into a scalable investment platform tailored for self-directed investors. By focusing on cloud migration, custom data pipelines, and user-friendly interfaces, this solution enables businesses to manage their content, subscription tiers, and market data effectively, thereby enhancing operational efficiency and supporting our partner's growth strategies.

scroll down to discover
Finance platform for DIY investors project mockup

Foreword

Our partner, a U.S.-based finance company, initially approached us to redesign their website, which combined educational resources with stock market insights but relied on outdated technology and limited content management options. After a thorough analysis, we proposed a future-ready solution that included cloud migration, a custom stock data pipeline, and a tiered subscription model. This transformation resulted in a scalable, secure platform that not only delivers tailored insights and user account access but also empowers the client to manage data independently, improve content workflows, and support long-term growth in the digital investment space.

Download as PDF

  • Services provided

    Web development, Project management, QA and Software testing, DevOps services, Data science and analytics, Business analysis, UI/UX design

  • Team

    4 Backend developers, 2 Frontend engineers, 2 QA engineers, 1 Project manager, 2 Business analysts, 1 DevOps enginee, 2 Data engineers (Scala), 2 UI/UX designers

  • Cooperation & pricing model

    Outsourcing

  • Duration

    May 2020 – November 2022

  • Industry

    Finance, Investments

  • Country

    USA

Story

To better handle evolving requirements, our team suggested following the Scrum methodology. Throughout our collaboration, one of our partners’ U.S.-based Product Owner was highly involved — attending all sprint demos, validating features, and regularly presenting new requirements to our team. And more of their developers worked closely with our team throughout the project, contributing domain knowledge and technical insights. Their long-term familiarity with the product added valuable context that helped us refine and tailor solutions more precisely. 

Our teams communicated with each other on a daily basis for transparency, quick feedback loops, and fast adaptation to changes throughout development.

Requirements & Challenges

Requirements & Challenges

When our partner’s initial request to redesign their website turned into a full-scale digital overhaul, we proactively transformed the platform's architecture, infrastructure, and features to address their new goals, including improved scalability, data ownership, and the introduction of a tiered subscription model.

Following the discovery phase, their team also decided they needed to replace their stock market data provider, which delivered pre-packaged investment insights, with a raw data source delivered via API. This shift would let them create their own data processing system, interpret the information in-house, and offer customized recommendations for different subscription tiers.

The project's scope expanded to introduce a new set of requirements, including:

  • Scalable architecture: Build a solution capable of supporting frequent content updates, increased traffic, and flexible integrations.
  • Stock market data ownership: Switch from embedded third-party stock market data to raw data access and build a custom system to run calculations, support flexible historical views, and validate data in-house.
  • Infrastructure migration: Move to a cloud-based environment (AWS) for improved stability, automation, and high availability.
  • Content-driven CMS: Implement a headless CMS to simplify and standardize content delivery across front-end channels.
  • Internal management tools: Develop an admin panel to track analytics, monitor user subscriptions, and content.
  • Subscription-based accounts:Implement a flexible user access model based on subscription tiers (instead of a simple authorized/non-authorized structure) to deliver stock recommendations via newsletters and the website.

Features

Features

featured images TMI 1

Custom stock market data processing pipeline

A backend system for collecting and processing raw market data, enabling our partner to deliver tier-specific insights to subscribers, track historical performance, and validate data quality internally. 

featured images TMI 2

Headless CMS for content management

Integrated a headless CMS for fast, flexible content updates without modifying the frontend.

featured images TMI 3

Marketing Hub (admin panel)

Internal tool for tracking content distribution, user subscriptions, and analyzing platform engagement metrics.

featured images TMI 4

Scalable, cloud-native architecture

A fully rebuilt, AWS-hosted platform capable of supporting 4,000+ concurrent users and future growth.

featured images Surfact 5

Personalized investment experience

Users access content and recommendations based on their subscription tier, with interactive tools to explore data, like stock performance and pricing trends, and plan investments. The platform’s logic supports multiple tiers tied to specific billing and access rules, fully integrated with their payment system.

Stack

  • — Frontend
  • — Backend
  • — DevOps
  • — Additional tools
  • Vue.js
  • Vuex
  • Vue Router
  • Vuetify
  • AG Grid
  • Axios
  • Swagger
  • MySQL
  • Scala
  • Play Framework
  • Spark
  • Docker
  • Git
  • AWS (RDS, ECS, Codebuild, Route53)
  • Bash
  • Python
  • Terraform
  • Bitbucket
  • Zephyr
  • Jira
  • Postman
  • Google docs

Project outcomes

Project outcomes

By partnering with Aimprosoft, our client successfully transformed their outdated WordPress site into a robust, cloud-based investment platform tailored for self-directed investors. The result is a modern, scalable system that delivers measurable improvements across performance, usability, and business operations:

  • Stable performance under peak load: Better scalability and stability to handle 4,000+ simultaneous users and future growth after transitioning from a monolithic WordPress setup to a cloud-based infrastructure. 
  • Infrastructure improvements:Reduced risk and improved performance by moving to AWS and using containerized architecture to increase uptime and make the platform faster during peak loads.
  • Higher user retention and interaction: Improved user engagement with educational content and a redesigned interface, that makes the platform more interactive for self-directed investors and increases user retention.
  • Operational efficiency: Better visibility into user behavior, content performance, and subscription management with a comprehensive admin panel and marketing hub.
  • Technology independence: Full ownership over how data is processed and presented with a custom-built stock market data system.

Let’s talk

Looking to improve your operational efficiency? Use Aimprosoft's expertise in developing intuitive web solutions to help you achieve your business goals. Contact us now, and let's discuss how we can turn your ideas into seamlessly functioning digital solutions.

Email contacts@aimprosoft.com
USA: +1(484) 289 23 32
United Kingdom: +44 20 8144 4696

    Attach file
    Up to 2Mb .pdf, .doc, .docx or .txt file

    Thank you for reaching out!

    We’ve received your message and will get back to you shortly.