Implemented Salesforce for a Leading International Organization Case Study
Case Study

Investor Portfolio Management App for a Leading Mutual Fund Distributor in India


The client is one of the leading mutual funds distributors based in Asia with a managed portfolio of over 50,000 crores.


Banking & Financial Sevices



DX 2


The existing Web portal of the client offered sub-par performance on the landing page and it was not easy to provide user nominee Details and manage their integrated portfolio etc.

The client wanted to build an innovative Web app solution for the client’s end customers that could help them reduce the onboarding friction by onboarding customers before the actual app would go live. The app needed to perform a risk tolerance assessment of users before signing them up for the platform.


Datamatics developed a web app solution for client’s mutual funds products and offerings by designing and developing an intuitive interface for signing up and logging users onto the platform

Datamatics implemented a risk score calculation algorithm on the client’s IT layer; values of the same would be passed on to the frontend UI for users to see.



40% Reduction

In development cost

60% Improvement

In app performance with an intuitive UI

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