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BACKGROUND
Invesco Ltd., a global investment management leader with over USD 2 trillion in assets under management, partnered with Robosoft to empower its India arm’s 40,000+ distributors and relationship managers through a mobile platform, one that would replace fragmented, manual workflows with a unified digital experience.
THE CHALLENGES
Addressing the
critical gaps
Distributors relied on manual record-keeping to manage their business, from tracking income to providing customer support, limiting scalability and efficiency.
There was no digital channel for distributors to reach prospective investors, share insights, or grow their client base beyond personal networks and referrals.
Any digital solution had to preserve the trust and transparency of the advisor-investor relationship, a cornerstone of the asset management industry.
The existing platform was built on Ruby on Rails, a legacy technology stack that had become a barrier to scalability and seamless integration with modern systems. A complete re-platforming was essential to unlock agility, support growing user demands, and future-proof the solution.
THE CHALLENGES
Addressing the
critical gaps
Distributors relied on manual record-keeping to manage their business, from tracking income to providing customer support, limiting scalability and efficiency.
There was no digital channel for distributors to reach prospective investors, share insights, or grow their client base beyond personal networks and referrals.
Any digital solution had to preserve the trust and transparency of the advisor-investor relationship, a cornerstone of the asset management industry.
The existing platform was built on Ruby on Rails, a legacy technology stack that had become a barrier to scalability and seamless integration with modern systems. A complete re-platforming was essential to unlock agility, support growing user demands, and future-proof the solution.
THE ROBOSOFT SOLUTION
We developed a comprehensive architecture aligned directly to business objectives, ensuring every module was engineered to support current operations and accommodate future growth.
We crafted a new, easy-to-use UX and UI that delivered a contemporary design experience, intuitive for distributors with varying levels of digital fluency.
Our engineering team built the cross-platform mobile application using React Native, ensuring consistent performance across Android and iOS with a shared codebase.
We provided continuous product support post-launch, enabling iterative feature enhancements, bug resolution, and performance optimization based on user feedback.
We migrated Client Access Solution (CAS) from a legacy Ruby on Rails foundation to a modern, enterprise-grade MuleSoft architecture. The re-platforming delivered multi-layer API integration and centralized API governance through Mule Exchange, enabling the client to reduce operational risk and accelerate time-to-value for future capabilities.
THE ROBOSOFT SOLUTION
We developed a comprehensive architecture aligned directly to business objectives, ensuring every module was engineered to support current operations and accommodate future growth.
We crafted a new, easy-to-use UX and UI that delivered a contemporary design experience, intuitive for distributors with varying levels of digital fluency.
Our engineering team built the cross-platform mobile application using React Native, ensuring consistent performance across Android and iOS with a shared codebase.
We provided continuous product support post-launch, enabling iterative feature enhancements, bug resolution, and performance optimization based on user feedback.
We migrated Client Access Solution (CAS) from a legacy Ruby on Rails foundation to a modern, enterprise-grade MuleSoft architecture. The re-platforming delivered multi-layer API integration and centralized API governance through Mule Exchange, enabling the client to reduce operational risk and accelerate time-to-value for future capabilities.
Clear outcomes
that drive growth
Built a comprehensive platform with core modules: transactions, business building, post-sales, AMC relationships, sales support, and distributor training.
Equipped distributors and relationship managers with a feature-rich digital platform, reducing operational overhead and manual dependency.
Increased engagement and revenue for advisors through digital tools that streamlined investor outreach, portfolio tracking, and business growth.
Enhanced efficiency and delivered a seamless user experience by migrating from Ruby on Rails to a modern Java/MuleSoft technology stack, positioning the platform for long-term scalability and integration agility.
Customers can now access their investment information in real time, anytime, anywhere, whether on mobile or desktop, enabling faster financial decisions.
TESTIMONIAL
Our clients’ words reflect the trust and impact we strive for in every partnership.
Robosoft Technologies’ dedicated team played a pivotal role in bringing our mobile app to life. Their development and project teams were consistently responsive and proactive throughout. With strong technical expertise, a client-first mindset and seamless communication, they delivered an app aligned with our goals. Since launch, it has performed well and received encouraging user feedback.
Haresh Sadani
Director, Head – Marketing & Products
Build and scale financial solutions through secure engineering
