Internal modeling software for financial advisory
BCAS, a web application for Broker Consulting where hundreds of financial advisors model investment portfolios, manage clients and work with matrices.
Broker Consulting is one of the largest financial advisory companies in Central Europe, with thousands of financial advisors. It provides comprehensive advice on investments, insurance, mortgages and other financial products.
Broker Consulting needed a modern internal tool to streamline advisors' work modeling investment portfolios for clients. The goal was a comprehensive web app with advanced calculations and a clear interface.
Building this fintech app, we tackled several key challenges.
- Complex financial calculations
The app has to process complex investment models, fee schemes and investment matrices in real time.
- Managing investment funds
A clear presentation and comparison of hundreds of investment funds and portfolios.
- User roles and permissions
Different access levels for advisors, managers and administrators, with comprehensive user management.
- Reporting and documentation
Generating professional reports and supporting materials for clients.
We built a modern web app with a dark design optimized for long working sessions. It combines advanced financial tools with an intuitive interface.
- Fee schemes with advanced calculations
- Investment fund and portfolio management
- Investment matrices for product comparison
- A CRM module for client management
- Advanced modeling of investment scenarios
- Modeling charts and data visualizations
Analysis and specification
A detailed analysis of financial advisors' business processes and definition of the system's functional requirements.
UX/UI design
Designing a dark interface optimized for professional use, focused on work efficiency.
Development and integrations
Incremental module development integrated with external data sources and the client's internal systems.
Rollout and support
Deployed to hundreds of users, with ongoing support and new features.
BCAS became a key tool for Broker Consulting's financial advisors, significantly streamlining their work modeling investment portfolios and managing clients.