The Client had an ambitious plan to launch their IPO. A third-party off-the-shelf solution for portfolio management did not attract enough investments, setting the Client’s plan back. So they decided to go for custom development. ABOUT THE CLIENT The Client is a private investment firm based in the US. They have been in business since the ‘90s, working with high net worth individuals, investment firms, pension, and profit-sharing plans, charitable organizations, and corporations. The Client employs financial advisors that provide expensive specialty services through a turn-key asset management platform (TAMP). With almost $30 billion in assets, the advisor- strategists build customers’ financial portfolios based on their risk tolerance and personal preference. They also assist in ma

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