FinEdge
AI-powered investment portfolio platform for retail investors
Overview
FinEdge needed a modern investment portfolio platform to replace their legacy system that was costing them clients. We built a full-stack platform with real-time portfolio tracking, AI-powered insights, and a mobile-first dashboard that reduced support tickets by 68%.
Tech Stack
Key Metric
+340%
User retention increase in Q1 post-launch
The Challenge
FinEdge was running on a 7-year-old Rails monolith that took 12+ seconds to load a portfolio page. Their churn rate was 34% in the first 90 days — users were leaving because the product was too slow and too confusing to navigate. Their development team had spent 18 months trying to refactor it without success.
The Solution
- ✓ Rebuilt the platform from scratch in Next.js with server-side rendering for sub-second load times.
- ✓ Designed a new information architecture reducing clicks-to-insight from 7 to 2.
- ✓ Integrated OpenAI to generate plain-English portfolio summaries for non-expert investors.
- ✓ Implemented Redis caching layer cutting database load by 80%.
- ✓ Ran parallel systems for 3 weeks before full cutover — zero data loss.
The Impact
+340%
User retention in Q1
0.9s
Average page load time
68%
Reduction in support tickets
₹2.4Cr
Additional AUM in first 6 months
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