Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

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engitech@oceanthemes.net

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// INFINITY INFOSOFT

Investment software development

Infinity InfoSoft has developed feature-rich financial application to govern bank deposits, stock investments, asset portfolios, pension savings, and more under one roof.

Client

Our customer is an international company providing comprehensive banking solutions that enhance convenience, flexibility, and cost-efficiency throughout the financial value chain.

Detailed information about the client cannot be disclosed under the provisions of the NDA.

User and admin roles

Individuals and legal entities can easily manage their finances through a client UI displaying the application’s features in an easy-to-navigate way. There, corporate clients can view their account balance, transfer funds, govern investments, pay bills, and manage their account information. The platform also includes an admin panel where bank managers can adjust various settings (currencies, questionnaires, goals, templates, localizations, etc.), define roles and responsibilities, and give access to system artifacts.

CRM system

As one of the key project tasks, our team participated in CRM development, designing a database-driven system that allowed banking employees to collect, organize, and analyze customer information from various sources, including transactions, investments, customer service interactions, and marketing campaigns. Using a CRM system, bank employees can manage inquiries efficiently by providing a 360-degree view of a customer’s history and enabling them to access the information quickly by storing contact, account, and demographic information in a central database. Moreover, it allows managers to adjust promotional activities, track operational performance, and identify cross-selling opportunities to offer the best-suited banking solutions based on customer preferences and behaviors.

Portfolio manager

Also, our project team updated the portfolio manager, making it easier for individuals and legal entities to manage assets and investments. Now, users can manage asset portfolios and buy/sell bonds, mutual funds, and other assets in real-time, optimize and rebalance their profitability based on industry benchmarks, view history and statistics, and more from one place. Moreover, our project team used advanced investment analytics to help allocators build a diversified investment portfolio aligned with generic investment goals and risk tolerances.

Mailing, notifications and reports

Last but not least, we implemented several auxiliary services to manage personal assets seamlessly. The project team configured the mailing service to send inquiries, request support, and provide feedback. Also, the bank can send customers security alerts, account updates, or promotional offers via email and other messaging channels.

We also modernized the banking notification system, making it more accurate and event-driven. Thus, customers receive instant notifications upon completing a transaction, making a deposit, or conducting a payment via push notifications, SMS, email, or in-app messaging without interruption or misaddressing.

To monitor and evaluate the efficiency of banking operations, our project team reshaped the financial reports and statements system. Customers can view their account balances, transaction history, payment records, and other financial data in real-time and download personal statistics in PDF, Excel, or CSV for further analysis or record-keeping purposes.

Technologies

Back-end

.NET, xUnit, Moq, RabbitMQ, SonarQube, YAML, C#, MVC, LINQ, Entity Framework

Front-end

JavaScript, React, CSS

Database

MS SQL, Stored Procedures, EF

Cloud

Azure Pipelines

QA

Postman, Cypress, Github, Jira, Confluence

client5
Avari
AWS
BitDelta
CromWell
Crowne Plaza
DBS
Dubai Chamber
Intercontinental
Maybank
Pepperdine
PowerWheels
RedCastle
Rio
Rupeezy
Scloss
Why Choose INFINITY INFOSOFT?
  • ✅ Established Expertise: Backed by years of experience and industry best practices.
  • ✅ Global Reach: Local presence in Singapore with international delivery capabilities.
  • ✅ Client-Centric Approach: Your goals drive our strategy and execution.
  • ✅ End-to-End Service: From strategy to support—we’re with you at every stage.
  • ✅ Innovation-Driven Culture: Constantly evolving to keep you ahead of the curve.

24/7 Global Support

We hire and build your own remote dedicated development teams tailored to your specific needs.

At INFINITY INFOSOFT, we believe software is more than just technology—it’s a transformative force that empowers businesses and reshapes industries. Partner with us to unlock your digital potential.