for the Financial Service Industry.
We deliver solutions 3-5x faster. With a minimum of 10 years development experience, our engineers can deliver your product vision faster and better.
Creating products from scratch / Maintaining large ecosystems / Cloud Native platforms and Cloudification.
Application of cross-industry, cross-sector specialist knowledge to improve solutions.
Creating products from scratch / Maintaining large ecosystems / Cloud Native platforms and Cloudification.
Application of cross-industry, cross-sector specialist knowledge to improve solutions.
We deliver 3-5x faster. With a minimum of 10 years, development experience our engineers can deliver your product vision at a high velocity.
Creating products from scratch / Maintaining large ecosystems / Cloud Native platforms and Cloudification.
Application of cross-industry, cross-sector specialist knowledge to improve solutions.
We deliver 3-5x faster. With a minimum of 10 years, development experience our engineers can deliver your product vision at a high velocity.
Our Services
DIGITAL WEALTH MANAGEMENT.
The Fintech industry is revolutionizing the ways customers receive quality wealth management in addition to enabling investment managers to deliver their services more precisely and efficiently.
With Fintech assets under management (AUM) projected to grow at the rate of
25% annually according to Statistica, the finance industry is embracing the possibility of services for customers via smart integrations, digital tools, education, and mobile apps. With our experience and expertise, we strive to build and deliver your wealth management vision on websites, mobile devices, call centers, and other channels.
HOLISTIC MANAGEMENT.
Algorithm-driven investment services have exploded in the last decade with the trend promising to continue well into the future. Robo advising is capable of handling the most sophisticated services like tax-loss harvesting, retirement planning, and investment management. However, holistic planning that includes employer-based retirement plans like 401ks, IRAs, and other private investments is challenging due to legacy systems integrations.
We have vast and documented experience in integrating with third-party legacy systems and creating solutions to help holistically manage clients’ portfolios and risk between all related accounts.
ROBO PORTFOLIO BUILDING & REBALANCING.
Most Robo investment services can handle portfolio building of small sets of funds using basic mean-variance optimizations. We have built custom algorithms for our clients to accommodate any sets of funds available in the market by building sophisticated, custom financial methodologies to rebalance bespoke portfolios – all automated, of course.
FINANCE EDUCATION.
Investors have only 4 tools available to them to shape their finance. Time, current investment balance, future investment contribution, and the risk they are willing to take. The internet is full of opinions, but there is no consensus of the finance education necessary for a customer. We have experience in creating research-driven and targeted education materials to allow our customers to make sound decisions and act on those decisions.
HUMAN-CENTERED DESIGN.
We strive to understand the interactions people have with our clients’ solutions and identify the most impactful moments through the customer journey map. Our vision is to use design thinking to understand the needs and interactions of the customer while constantly iterating forward.
COMPLIANCE.
Our development process and architecture meets stringent SEC and GDPR requirements to safeguard your data, electronic auditable records and systems.
These are our
Success Stories.
Holistic Wealth Management
Most advisors offer holistic wealth advice, but holistic wealth management becomes next to impossible due to the number of wealth systems an advisor must connect together. The client goal was to develop a digital self-service solution to integrate 401k, IRA, bank accounts and private investments. We developed a custom solution by integrating with various systems and algorithms for portfolio building and rebalancing. The platform was not just a ‘display’ of all accounts, but instead a connected solution to rebalance all available accounts and manage and deliver on the customer’s financial goals.
Portfolio Algorithms
The client’s goal was to develop an algorithm to create portfolios for 401k participants. There are 30,000 mutual funds available in the 800,000 401k plans. The client’s vision was to develop the ability to create portfolios for any subset of funds in any given plan. We created a custom automated algorithm with our client’s financial methodology capable of creating 40 portfolios for each plan for 40 different risk profiles. Our client launched this solution into the market in less than 3 months.
Financial Data
The client’s vision was to create their own version of the MorningStar financial data service. We developed a custom solution with regression analysis, style-box analysis, sector weighting, and T-stat alpha, beta, and error analysis. The solution’s financial modeling and results were highly comparable to the industry leader’s data services.
We are Senior Engineers with Expertise in Multiple Technologies
Who We Are
We are tech enablers for the Financial Services and Fintech industry. We help organizations through the use of technology to unlock value-based opportunities that provide a valuable market and operational differentiator making it easier to focus your time and skills on activities of value to the business.
STRATEGIZE.
We remove barriers and align with your people, processes, and technologies to strategize towards the same common goal.
FAST.
We create Hyper-Productive teams of Senior software engineers that avoid unnecessary habits and bureaucracy allowing us to deliver the vision of our clients faster.
FOCUS.
We help you through the complex process of modernization and maintenance to enable you to successfully manage change and exceed your performance goals by using Lean and Agile frameworks for team organization and roadmap development.
TRANSFORM.
We partner with expert Fintech consultants to drive transformation to the next level by designing and implementing innovation solutions for all of your business needs.
Work with an experienced team of software engineers who will help you move smoothly from strategy to execution.
Enable your organization with technology they can use to transform business delivery.
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%
of our customers have rated us with 4.8 out of 5 stars.
3-
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x
faster delivery. The traditional technology delivery model is outdated, so we rebooted it. We created hyper-productive agile development teams and deliver solutions faster.
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of all engineers currently working at CloudX are Senior Engineers.
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faster recruiting process. Our HR team has 20+ years of experience and a growing talent pool.
USA HEADQUARTERS
Manalapan, NJ
USA BRANCH
Nashville, TN
INDIA BRANCH
Banjara Hills, Hyderabad, Telengana, India
WOULD YOU LIKE TO CONTACT US?
workwith@cloudx.com
