How a Global Investment Management Firm Built a NextGen Portfolio Management Platform

The Company

A global investment management firm was determined to undergo a digital transformation project to ensure that the best tools were always available to its portfolio managers (PMs). Key to the firm’s success has been its ability to operate at scale, running diverse investments through highly autonomous PMs underpinned with a commitment to constant evolution.

Challenge: Balancing Global Scale with PM Autonomy

The firm was determined to deliver on the promise of global scalability and control without compromising the autonomy of its portfolio managers. They also wanted to allow new PMs to be productive as quickly as possible by giving them a desktop experience that was familiar and allowing them to use whatever applications they were accustomed to.

Vendor Evaluation: Selecting an Interoperability Partner

interop.io was selected because it provided the most sophisticated feature set combined with ease of configurability. This allowed users to benefit from a consistent workspace that blended in-house and third-party applications into a unified experience. In addition, interop.io demonstrated that its platform could scale globally and be supported worldwide.

As part of the deployment, interop.io provided tracking metrics to analyze how users navigated between applications. This data was used to improve application integration and suggest next best actions (NBAs) to enhance productivity. This insight was extremely valuable to stakeholders and users, helping the firm develop best practices among its PMs and evolve its technology deployment.

Solution: Micro Frontends for Modern Portfolio Management

The answer lay in decomposing large-scale platforms into reusable micro frontends. This provided the needed flexibility and agility while maintaining security, compliance, and risk controls. As a result, the firm could extend the life of its existing technology assets while introducing a completely new investment and trading paradigm, along with a modern user experience (UX).

This approach also allowed new functionality to be created rapidly to meet evolving user demands and support new PMs joining the firm. When a new app is created for a specific user group, it is tagged as “new” in the internal app store, allowing other users to explore and adopt it if relevant. This has made self-service a practical reality, where users only access the functionality they need—nothing unnecessary is imposed.

The platform was rolled out quickly and continues to evolve with additional functionality. The program has become a cornerstone of the firm’s success and employee empowerment.

Whether you’re looking to integrate legacy systems or build a next-gen desktop experience, our team can guide you every step of the way.