From Undocumented Codebase to AI-Powered WealthTech Platform
A cloud-native OCIO platform combining microservices architecture, a full backend migration, and a live AI investment co-pilot - delivered under investor and revenue timelines.
Outcome Snapshot
30+
Production releases delivered within 6 months
141
User stories completed across the platform
2 days
Defect resolution time, down from 20 days
<20s
Stella AI co-pilot response time, every interaction
Client
A UK-based, VC-backed WealthTech startup building an AI-powered OCIO (Outsourced CIO) platform for family offices, trustees, and UHNW/HNW clients. The platform was at an early stage when Systango was engaged - built by a prior vendor, largely undocumented, and facing dual deadlines: a production MVP to begin generating revenue and an investor-facing prototype for an upcoming fundraise.
Challenge
- No handover documentation: Systango inherited the platform with no architecture, business-flow, or developer setup documentation from the outgoing vendor.
- Infrastructure security gaps: Public-facing services without a WAF and unencrypted RDS instances required immediate remediation.
- Two parallel workstreams: A production MVP with five core user journeys had to be delivered alongside a separate investor-facing clickable prototype.
- An AI co-pilot under a hard latency bar: Stella had to remain responsive within 20 seconds across multiple knowledge domains.
Objectives
- Establish full technical ownership: Take over the existing platform and establish complete technical ownership.
- Assess and remediate technical gaps: Conduct a comprehensive technical and infrastructure assessment to identify and address existing gaps.
- Migrate the backend technology stack: Execute the backend migration from Java/Spring Boot to Node.js.
- Deliver five core user journeys: Build and launch five core user journeys within the initial development sprints.
- Develop an investor-facing prototype: Design and deliver a clickable investor-facing prototype without disrupting MVP development.
- Integrate Stella AI co-pilot: Integrate Stella, an AI-powered investment co-pilot, across four knowledge domains.
- Build a production-grade AWS architecture: Establish a secure, scalable AWS cloud architecture while remediating identified infrastructure and security gaps.
What We Built
- Full technical and infrastructure assessment: Identified and remediated security gaps, including private subnet migration, WAF implementation, and RDS encryption.
- Complete backend tech-stack migration: Migrated all core services from Java/Spring Boot to Node.js.
- Core platform modules: Delivered Model Portfolio, My Info, My Office, Product Screener, Macro Library, IPS Monitoring, and Spaces.
- Investor-facing clickable prototype: Designed and delivered a clickable prototype on a parallel track alongside the production MVP.
- Stella, an AI investment co-pilot: Integrated Stella across Strategy, Economic Forecast, Market Watch, and Spaces using OpenAI and Refinitiv data feeds on AWS Lambda.
- Microservices architecture: Established an AWS-based microservices architecture using ECS Fargate, with a Vue.js SPA frontend and Cognito-based authentication.
Impact
Deployed
AI co-pilot Stella live, responding in under 20 seconds
Delivered
five core user journeys, enabling revenue generation
Migrated
full backend from Java to Node.js
Remediated
infrastructure security gaps across subnet, WAF, and RDS
Build Facts
Platform
Web App (Vue.js SPA)
AI Co-Pilot, Cloud Backend (AWS)
Investor-Facing Prototype
Focus
AI Co-Pilot Integration
Backend Tech-Stack Migration
Investment Portfolio Management
Infrastructure Security
Investor Prototype Delivery
Let’s talk, no strings attached.
