Financial Planning Platform Estate Planning Module

Managed, led, and coded beside a talented team of six developers working on six simulateous codebases in Angular, Spring Boot, GraphQL, and Kotlin

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Date
Jan - December 2021
Services
Angular, Spring Boot, Charting, PDF Generation
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Challenge

The challenge

Our small, nimble team worked on six repositories of code and their respective owners to be true to the design. Our work was in react, building reusable components that followed the interactions necessitated for the calculations.

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Solutions

Attention to Detail

We had numerous form intensive screens which dynamically generated the pages. There were a number of last minute changes that were required after user testing, yet we completed it on time and on budget.

Tech Stack

This project was with React, Spring Boot, GraphQL, PostgreSQL, Visualizations, PDF Report Export

Services we provided

  • React Development
  • Spring Boot Development
  • GraphQL
  • Project Management
  • Agile Delivery
  • Product Team Alignment

“I wanted to take a moment to express my appreciation for your exceptional work developing DMS functionality in a quick turnaround. Your dedication, expertise, and professionalism have significantly impacted our team and our overall success.”

Durgesh Sakhardande

Senior Manager Technology Consulting EY April 2024

“I immediately called Andy to help me find the right solution. Andy worked hard on this throughout the weekend, running ideas by me on how best to implement a creative solution within our existing design framework, while ensuring my team could manage the content and digital assets via the CMA. The solution he came up with incorporated some of the new brand from the original microsite design and fulfilled our requirements. By taking this approach we saved almost $50,000 that would have been spent on creating the site with external resources and manual upkeep through June. It’s not often unsung heroes get praise and Andy’s expertise, diligence and dedication certainly deserve some..”

Cheryl Jones

Director Digital and Online Marketing UBS April 2011

“I couldn't have done it without you.”

Albert Lee

CTO OTG Management 2014

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