Overview of the Client
Operational efficiency and regulatory compliance are non-negotiable for Wealth Management businesses. That’s why one of Europe’s leading digital wealth management platform providers turned to Hengtian to help modernize and streamline their operations.
Specializing in digital solutions for fund platforms and wealth managers, the client serves a wide array of stakeholders – from investors and broker-dealers to stock exchanges, regulators, and custodians. Operating across collective investments, savings, retirement, and discretionary investment products, their goal was clear: optimize performance, reduce risk, and enhance service delivery throughout their ecosystem.
The Challenge: Integration and Innovation Across Legacy Systems
The client needed a partner capable of integrating their legacy platforms and mobile applications with intelligent business process management systems. They sought not just technical upgrades, but strategic transformation – streamlined operations, scalable systems, and assurance of regulatory compliance.
Despite the complexities of aging systems and limited onboarding, Hengtian stepped in with a highly skilled, cross-functional team to take on the challenge.
The Solution: Offshore Expertise, On-Time Results
Since 2015, Hengtian has provided robust offshore IT solutions in savings, investment, and retirement services. These solutions covered a broad set of capabilities, including:
1) Unit Registry and Accounting Management
2) Corporate Actions and Cash Clearance
3) Portfolio Modelling and Rebalancing
4) Trade Order and Real-Time Settlement
5) Multi-channel Broker Management
6) Operational Process Customization
Over 50 Hengtian professionals contributed across critical functions – Product R&D, New Client Development, QA, Production Support, and Performance Tuning. Together, these teams delivered a series of transformative technical solutions, including:
1) End-to-end new client and product delivery
2) A custom-built automated testing framework
3) Performance tuning and system optimization
4) MVP development for AU and UK regulatory standards
Hengtian also created a unified, customer-centric view of diversified portfolios and products, allowing individual investors, pension participants, and investment managers to engage with the platform in a more seamless and secure way.
Project Delivery: Agile, Accountable, and Aligned
Underpinning the success of this multi-year partnership was Hengtian’s flexible project delivery model, built on strong governance, rigorous risk control, and full CMMI5 compliance.
Using standardized procedures, tools, and templates, Hengtian ensured every milestone was met with speed, precision, and quality.
This dedication did not go unnoticed. A Senior Director at the client organization shared this glowing feedback:
“I am extremely grateful to you all in this program for the outcome here. It’s simply stellar. After talking about it for 4 years, in the end, we went from start to finish in around 9 months. You have ALL done amazing work coming into production a full month earlier than the planning said was possible. We really appreciate it has been a thoroughly exhausting piece of work with extremely complex components, so you should all be very proud.”
The Impact: A Stronger, Smarter Financial Ecosystem
Thanks to Hengtian’s expertise and agile delivery, the client is now better equipped to meet the demands of a rapidly evolving financial services landscape. They’ve improved operational efficiency, reduced risk, and laid the foundation for continued innovation across their platform.
This collaboration stands as a testament to how the right partnership – built on expertise, trust, and shared ambition – can turn complexity into clarity and set the stage for long-term success.
