Institutional Investor Platform

We successfully delivered a bug-free module, enhancing the platform's user-friendliness. A comprehensive web application, it’s designed to solve issues related to web page redesign, setting fallback images, and printing functionality. 

Technology Used:
  • CSS
  • HTML
  • JAVA
  • PHP

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Project Synopsis

The objective of the project was to develop a web application with a wide range of features, making it a comprehensive platform for institutional investors. Some of the key features of the platform include electronic hardware, particularly semiconductors, sensors/actuators, and power electronics, embedded software, power generation and storage, including modern battery technologies and other electrochemical methods, autonomous mobility, and other applications that are driving the industry forward. 

The platform is designed to cater to the unique needs of institutional investors and provide them with comprehensive tools to make informed decisio

Project Requirements/ Context

The client wanted several modifications and enhancements in the existing web application. These include:

  • Create a responsive footer for the website in different languages
  • When printing the web pages, set it printer-friendly
  • Responsive charts were to be created from the Data Wrapper tool
  • A condition or capability needed by a user to solve a problem or achieve an objective
  • A condition or capability must be met or possessed by a system or system component to satisfy a contract, standard, specification, or other formally imposed documents

The functional requirements of this system are:

  • User registration and login
  • Profile management
  • Syndicate management

Type of Users

  • Investors
  • Traders
  • Portfolio Managers
  • Financial Advisors
  • Analysts

Project Flow


  • Multi-factor authentication for enhanced security
  • Efficient account management for investors, financial advisors, and platform staff
  • Comprehensive analytics tools for refining offerings based on user engagement
  • Push notifications and email alerts for market updates and account notifications
  • Supervision of promotional campaigns, referral programs, and discounts to enhance the user experience

Investors (Customers):

  • Secure registration process
  • Customizable financial goals and investment preferences
  • Diverse investment options
  • Automation for portfolio building, balancing, and diversification
  • Real-time updates on stocks and relevant news
  • Direct messaging system for advice and collaboration
  • Access to stock screeners and analysis tools

Financial Advisors (Professionals):

  • Trusted access with multi-factor authentication
  • Profile creation showcasing expertise, strategies, and performance
  • Convenient appointment scheduling
  • Secure communication with clients for strategy discussions
  • Display of certifications, licenses, and achievements
  • Client feedback management for building trust
  • Participation in virtual events to stay updated on market trends

Key challenges

Key Challenges

Key Challenges Solutions
The platform needed a responsive footer with an easy-to-use and straightforward visual design. The solution was to create a responsive footer with a clean, modern design so the user can use it easily.
Thorough testing was required to ensure the platform was bugs-free and issues. The solution was implementing a comprehensive testing plan, including manual and automated testing, and conducting regular testing throughout development.

Solution Implementation

We created a responsive footer for the website so the user can access it easily. There are navigation links available and social media icons to connect social media accounts. We applied print media styling to accommodate the web page printing. We also created a chart from the Datawrapper tool and embedded it.

The system architecture comprises the following components:

  • User Interface: This component lets players easily design and customize their sports clothing.
  • Admin Portal: An interface for managing inventory, tracking orders, approving designs, all user types, and managing and overseeing the customization process. 


ValueCoders played a pivotal role in bringing the vision of an Institutional Investment Platform to life. Our expertise and commitment ensured the successful delivery of a bug-free module that seamlessly incorporated all outlined features. This upgrade significantly enhanced the platform’s user-friendliness and contributed to our team’s growth.

Institutional Investor Platform
Institutional Investor Platform
Institutional Investor Platform

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