Creating an Advanced Comparison Tool to Monitor Investment Funds
The client
FundCo set out to build an advanced fund comparison tool from nothing, and needed a full-stack partner to do it.
Its data comes from Morningstar, one of the most developed database systems there is — which means the application architecture has to be clever if the tool is going to stay quick and convenient for the people using it.
The challengeWhat the teams actually needed
A comparison tool is only as good as the data behind it and the speed at which it answers, and those two pull against each other.
Challenge 01A design worth using
A user-friendly, modern design had to be created and then implemented in the web application itself.
Challenge 02Morningstar, without the slowdown
Integrating with Morningstar’s API could not cost the application its speed, efficiency or flexibility.
Challenge 03Stable, and kept current
Performance had to hold steady and the data had to update regularly rather than drift.
What we did
A comparison engine built around someone else’s database
Ruby on Rails consultants built the backend, the frontend went to Ember.js, and the complex Morningstar integration was handled inside an ambitious timeframe — with designers producing the experience and graphics alongside.
Many comparisons at once
The Morningstar integration was implemented without compromising the system’s ability to process several complex comparisons simultaneously.
PostgreSQL underneath
PostgreSQL was implemented as the main database management system behind the tool.
Sidekiq in the background
Sidekiq handles background jobs, which is what keeps the data constantly updated without the user waiting for it.
Identity from scratch
Custom, modern brand identity assets were created for the product, and the MVP came in within the timeframe set.
Client testimonial
We’re extremely happy about our cooperation. You guys have done a great job – and we’re still partners, which speaks for itself.
Tech stackThe tools that made it possible
01
Ruby on Rails
The backend, built by consulting specialists in it.
02
Ember.js
The frontend of the comparison application.
03
PostgreSQL
The main database management system.
04
Sidekiq
Background jobs keeping fund data current.
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What’s next