The Challenge
For years, the firm's investment team had managed their research content and workflow on a customized internal system built on Microsoft Access. It was a system the team knew inside and out, and it had successfully captured the firm's intellectual capital over many years of research, coverage, and client reporting.
Over time, Access began to show its limits:
- It wasn't built for concurrent use by the growing investment team, much less the risk, compliance and administrative teammates who also needed reporting and access.
- Integration with modern market data providers required manual workarounds.
- Automated reporting and scheduled jobs were difficult to support.
- The system couldn't easily extend to new data sources, new strategies, or modern web-based workflows.
Rather than compromise their process by adapting to a generic vendor product, firm leadership made a strategic decision: invest in a custom, modern platform built specifically around their methodology — one that preserved everything that made their process distinctive while removing the constraints of the legacy environment.
The objectives were clear:
A modern, web-based system designed for concurrent use across all relevant teams - investment (Analysts, PMs and Risk Management), operations (including Compliance), client service, and administration.
A single data infrastructure unifying proprietary analysis, purchased market data, and open-source intelligence.
Tighter integration with market data providers and internal data sources.
Automated reporting to free analysts, portfolio managers and risk managers from routine production work.
Strong audit and compliance controls.
A foundation that could scale with the business for the next decade and beyond.
A modern, web-based system designed for concurrent use across all relevant teams - investment (Analysts, PMs and Risk Management), operations (including Compliance), client service, and administration.
A single data infrastructure unifying proprietary analysis, purchased market data, and open-source intelligence.
Tighter integration with market data providers and internal data sources.
Automated reporting to free analysts, portfolio managers and risk managers from routine production work.
Strong audit and compliance controls.
A foundation that could scale with the business for the next decade and beyond.
The Transformation
We partnered with the firm end-to-end
Discovery, data modeling, full-stack build, performance and penetration testing, deployment, and ongoing support.
The work was guided by three principles:
Honor the pre-existing processes
We invested heavily in discovery to ensure every nuance of the firm's workflow was captured by the new platform.
Engineer for the long term
A modern architecture, automated data pipelines, and a fast, responsive interface designed for the way the firm's professionals actually work. The architecture we created is explicitly designed to create flexibility for future tools that the firm may decide to adopt.
Build to last
Documentation, guided demos, audit trails, and operational tooling so the firm can rely on and extend the platform for years to come.
The result is an equity research platform that brings the firm's entire investment workflow into one environment:
Portfolio reporting for portfolio managers, with role-aware dashboards and one-click exports.
Research and data entry for analysts, with rich-text notes and full historical context at their fingertips.
ESG analysis and compliance built into the same platform as portfolio research.
Operations tooling for data ingestion, scheduling, and monitoring.
Client service workflows for quarterly commentary and request tracking.
A unified data layer combining proprietary analysis, purchased market data, and open-source intelligence.
Automated data pipelines pulling from multiple sources on schedule.
Role-based access and full audit trails across every module.
Secure Single Sign-On via integrated identity management.
Comprehensive vulnerability assessments and proactive security controls.
SSL encryption for data in transit, encryption at rest, and a robust backup and disaster recovery system.
Portfolio reporting for portfolio managers, with role-aware dashboards and one-click exports.
Research and data entry for analysts, with rich-text notes and full historical context at their fingertips.
ESG analysis and compliance built into the same platform as portfolio research.
Operations tooling for data ingestion, scheduling, and monitoring.
Client service workflows for quarterly commentary and request tracking.
A unified data layer combining proprietary analysis, purchased market data, and open-source intelligence.
Automated data pipelines pulling from multiple sources on schedule.
Role-based access and full audit trails across every module.
Secure Single Sign-On via integrated identity management.
Comprehensive vulnerability assessments and proactive security controls.
SSL encryption for data in transit, encryption at rest, and a robust backup and disaster recovery system.
Built on a modern stack:
React and Tailwind CSS on the front-end, NestJS on Node.js on the back-end, and an enterprise-grade relational database for the data layer.
The Impact
The platform is now in daily production use by the firm's 40+ investment professionals as well as risk, compliance and administrative teammates, transforming how the firm generates, manages, and acts on research.
What changed for the business:
- A single source of truth unifying proprietary research, purchased data, and open-source intelligence.
- Hours of manual work eliminated daily through automated reporting and data ingestion.
- Stronger data integrity and security through validation, audit trails, and controlled imports.
- Speed and rigor at scale — analysts, portfolio managers, risk managers and compliance teammates all working from the same environment.
- Faster onboarding for new team members thanks to role-specific workflows and a modern interface.