Client background & business context


The company is an ISV serving institutional clients managing sizable investments in unlisted funds including alternative assets providing support for the entire investment & cash lifecycle, smart integration with the market, as well as aggregation and analysis across all assets.

Their clients include the world's leading specialists in alternatives, banks and buy side advisors to pension funds and other institutional asset owners.


Development of a cloud application for easier financial portfolio management.


  • Launch a product that would improve the process of portfolio management for the financial industry. 
  • Ensure high-availability of the system while co-creating a viable product
  • Quickly validating initial business ideas and design principles during the discovery workshop
  • Ensure that all possible failures are mapped and taken into consideration for the actual prototype

Our approach


  • Discovery workshop
  • Collecting & assessing data
  • Agile co-creation, prototyping and validation sessions, all while being UX focused


  • Dedicated autonomous team 
  • Shape business and market-relevant requirements
  • Implement the product by using smart technology solutions
  • Provided an AWS cloud solution that runs on top of Kubernetes


  • Clear continuous-delivery steps that enable the delivery of a product that fits market needs
  • Ongoing support


  • .NET, Java 8, Spring stack (boot, core, web, security, data, JPA, Hibernate)
  • AngularJS 4
  • AWS, PostgreSQL
  • Apache Nifi, JBoss Drools
  • Docker, Nginx
  • Okta for SSO
  • Maven, Gradle, Jenkins
  • Agile, Scrum Methodology, multiple streams: coordination, functional, technical, DevOps


We launched a product that improves the process of portfolio management. By collaborating with Accesa, our client benefits of:

  • An autonomous team capable of addressing efficiently and quickly all customer’s needs
  • Fast future workable prototypes and software increments
  • An ongoing, solid partnership for continuous delivery and improvement of the product.

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