Fund management at your fingertips
Collaborating with PFS to modernise their investment platform
Fund management at your fingertips
Pacific Fund Systems (PFS) provides software to fund administrators that enables them to oversee the investment funds they administer in real time. The fund administrators in turn want to provide a view of this data to their fund managers and investors. PFS-Connect is the portal that enables this.
Modernising the platform
PFS-Connect is one part of the PFS software estate that has been around for some time, and PFS are on a mission to refresh and modernise this with several goals in mind:
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A modern, clean look and feel that works on a wide range of devices.
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Moving to more up-to-date technologies that are easier to maintain, have a longer projected lifespan, and are easier to find skills for.
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Build in additional features including support for multiple languages and locales, and better dashboards and information insight.
Collaborative development
Following a short but insightful Discovery process, Ghyston and PFS worked together to deliver the new product in a short space of time. The scope was carefully managed to ensure that PFS’s timescales were met so that the software could be launched to clients, tested and start delivering value quickly.
The Ghyston team worked hand-in-hand with PFS staff from around the globe, based as far apart as New Zealand, Australia and the Isle of Man. PFS brought both technical and domain expertise to the table, integrating seamlessly with the broader expertise of the Ghyston team members. The combined team met daily in ‘stand-up’ meetings as well as regularly for Agile retrospective and planning sessions. Key PFS stakeholders were regularly updated with demonstration videos and interim releases that they could feed back on in their own time from their disparate time zones.
Delighting clients
As the software was delivered incrementally, updates could be shared with PFS’s clients and feedback incorporated into the ongoing development. This feedback has been overwhelmingly positive and has seen PFS propelled to the forefront of their sector with a user experience that is the envy of their competitors.
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