iauro

Transforming Asset Vantage’s Legacy Platform
for Enhanced Performance & Scalaility

Company

Asset Vantage

Domain

Fintech

Service

Architecture consultancy

Technology

Documentation - Confluence

Platform

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Problem Statement

Asset Vantage, one of India’s leading SaaS-based asset management and accounting platforms, faced significant challenges with their existing product suite, Family Office. Built on a legacy tech stack, the platform struggled with maintainability and user experience issues, which were impacting both end-users and key stakeholders. Users encountered difficulties in accessing complete reports and data promptly. The platform’s aging architecture caused delays in loading comprehensive reports on both the web and mobile apps, leading to a frustrating user experience. Additionally, scaling the application or introducing new features often resulted in significant system downtime, further complicating operations.
Recognizing these issues, Asset Vantage approached iauro Systems with a clear objective: to modernize the Family Office suite by migrating it to a new tech stack, reducing its dependency on the legacy framework, and leveraging AWS services for improved performance and scalability.

Solution Provided

To help Asset Vantage overcome its challenges, iauro Systems started by thoroughly reviewing the existing technology and how everything was set up. This review resulted in a detailed report that included suggestions on how to improve and modernize the platform. The main areas we looked at were:

Technology Review

We examined the coding standards, error handling, how the code was documented, and the overall design of the system.

Security Check

We reviewed the current security measures and suggested ways to make the system more secure.

Testing and Deployment

We assessed the tools used for testing and deployment and provided recommendations for smoother operations.
Based on these findings, iauro Systems proposed a new design for the platform to fix its limitations. The key improvements included:

Backend Design

We reorganized the backend into smaller, independent services that handle specific functions, such as managing roles, processing transactions, and generating reports. This makes the system more flexible and easier to scale.

Enhanced Security

We focused on strong security practices, including secure session management and data encryption. We also suggested additional security measures like regular code checks and secure handling of containers and documents.

Database Improvement

We optimized the main database to ensure data is more consistent and that information can be accessed more quickly.

Frontend Design

We adopted a modular design approach that makes the user interface more consistent and easier to maintain, ensuring a better user experience.

Deployment Strategy

We implemented an automated process for testing and deploying updates, ensuring that everything runs smoothly and securely.

Impact

The modernization of the Family Office suite led to significant improvements across the platform:

Enhanced Maintainability

The automated and integrated development process reduced system downtime and improved overall maintainability, resulting in a better user experience.

Faster Release Cycles

The new architecture facilitated quicker development and deployment, improving the platform’s release cycles.

Improved Security Compliance

Enhanced security measures ensured that the platform met stringent security standards, protecting user data and application integrity.

Optimized Cloud Architecture

The optimized architecture reduced bottlenecks, ensuring smoother operations and a more scalable platform.
Through this transformation, Asset Vantage’s Family Office suite had evolved into a scalable, secure, and maintainable system, capable of meeting current and future demands effectively. The platform now delivers a seamless and secure experience to its users and stakeholders, positioning Asset Vantage as a leader in its industry.
Taking one liner ideas to make impactful business outcomes.

    Transforming Asset Vantage’s Legacy Platform for Enhanced Performance & Scalaility

    Company

    Asset Vantage

    Domain

    Fintech

    Service

    Architecture consultancy

    Technology

    Documentation - Confluence

    Platform

    ----

    Problem Statement
    Asset Vantage, one of India’s leading SaaS-based asset management and accounting platforms, faced significant challenges with their existing product suite, Family Office. Built on a legacy tech stack, the platform struggled with maintainability and user experience issues, which were impacting both end-users and key stakeholders. Users encountered difficulties in accessing complete reports and data promptly. The platform’s aging architecture caused delays in loading comprehensive reports on both the web and mobile apps, leading to a frustrating user experience. Additionally, scaling the application or introducing new features often resulted in significant system downtime, further complicating operations.
    Recognizing these issues, Asset Vantage approached iauro Systems with a clear objective: to modernize the Family Office suite by migrating it to a new tech stack, reducing its dependency on the legacy framework, and leveraging AWS services for improved performance and scalability.
    Solution Provided
    To help Asset Vantage overcome its challenges, iauro Systems started by thoroughly reviewing the existing technology and how everything was set up. This review resulted in a detailed report that included suggestions on how to improve and modernize the platform. The main areas we looked at were:

    Technology Review

    We examined the coding standards, error handling, how the code was documented, and the overall design of the system.

    Security Check

    We reviewed the current security measures and suggested ways to make the system more secure.

    Testing and Deployment

    We assessed the tools used for testing and deployment and provided recommendations for smoother operations.
    Based on these findings, iauro Systems proposed a new design for the platform to fix its limitations. The key improvements included:

    Backend Design

    We reorganized the backend into smaller, independent services that handle specific functions, such as managing roles, processing transactions, and generating reports. This makes the system more flexible and easier to scale.

    Enhanced Security

    We focused on strong security practices, including secure session management and data encryption. We also suggested additional security measures like regular code checks and secure handling of containers and documents.

    Database Improvement

    We optimized the main database to ensure data is more consistent and that information can be accessed more quickly.

    Frontend Design

    We adopted a modular design approach that makes the user interface more consistent and easier to maintain, ensuring a better user experience.

    Deployment Strategy

    We implemented an automated process for testing and deploying updates, ensuring that everything runs smoothly and securely.
    Impact
    The modernization of the Family Office suite led to significant improvements across the platform:

    Enhanced Maintainability

    The automated and integrated development process reduced system downtime and improved overall maintainability, resulting in a better user experience.

    Faster Release Cycles

    The new architecture facilitated quicker development and deployment, improving the platform’s release cycles.

    Improved Security Compliance

    Enhanced security measures ensured that the platform met stringent security standards, protecting user data and application integrity.

    Optimized Cloud Architecture

    The optimized architecture reduced bottlenecks, ensuring smoother operations and a more scalable platform.
    Through this transformation, Asset Vantage’s Family Office suite had evolved into a scalable, secure, and maintainable system, capable of meeting current and future demands effectively. The platform now delivers a seamless and secure experience to its users and stakeholders, positioning Asset Vantage as a leader in its industry.
    Taking one liner ideas to make impactful business outcomes.