Financial Investment

Learn how Suma Soft helped a hedge-fund advisory group with Python services.

Client’s Background

Client is a well-known Financial Investment consulting group formed in 1996, which invests in emerging markets with a strong focus on USA.

Client background 2

Project Requirements

With a growing customer base, the client was facing the following challenges and looking for a partner who can help them develop a scalable solution to overcome the obstacles

  • Manually producing one page fund report was getting difficult
  • Needed a service providing scalability
  • Along with a user-friendly content management system
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Solution

Suma Soft’s Python experts understood the client's business requirement that helped design and develop an enterprise level CMS for their in-house fund management processes. The Portal included..

  • Successfully converted HTML documents into PDF format​
  • Database report generation​
  • Barcode generation for transactions​
  • A printout structure was produced that could be saved in a file and/or rendered by one of the front-end drivers to screen, printer, HTML, PDF etc.​
  • Perform search operations using product catalogues​
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