Client Need
The client needed to enhance and optimize a financial planner application with over 1 billion data points. The solution would require a reports tool to generate various types of reports, including analysis, benchmarking, and performance, for planners to guide their clients more accurately.
Product Challenges
The major challenge was refactoring a solution from the legacy .NET Framework, which was unable to keep up with the rapid growth and client demands. The overhaul required making enhancements to this legacy architecture and code without negatively impacting performance or security of the live site.
The Xperity Solution
Xperity created a SaaS solution that provided optimal performance and security while enhancing the user interface and experience. Also, delaPlex recommended and implemented fundamental database changes, including converting inline queries to stored procedures, data automation and aggregation, code minimization, and report generation time improvement.
How We Did It
The dedicated team at Xperity utilized the following development concepts and tools to refactor our client’s aging financial planning program into a high-performance SaaS application:
Dynamic Application
Upgraded the legacy framework with Visual Studio .NET Framework and refactored the application greatly improving performance.
Report generation
Implemented XSLT report templates which significantly decreased generation time.
Application graphics
Leveraged 3rd party APIs to improve application and automatically process graphics.
Monthly imports and validation
Enhanced SQL jobs to automate monthly data imports and validation processes.
About the client
Established in 2002, the client is a cloud-based software-as-a-service (SaaS) company specializing in custom built and retail web-based financial solutions within the retirement plan industry.
Their mission is to build a best-in-class integrated technology platform of multiple plan metrics that support advisors, plans sponsors, and individual participants.
Fortune 500 clients include Principal Financial Group, Vanguard, T. Rowe Price, and TIAA.
