Morningstar CPMS (Computerized Portfolio Management Services) is going to end their service by the end of 2023. Inovestor is trusted by Morningstar to be the service provider to their loyal clients who have been using the application for decades. We take it as a great opportunity to integrate more valuable features into our product and to onboard more users.
Feature integration & migration, User experience optimization, UI Redesign.
This project is much more sophisticated compared to other projects that I have taken, due to its complicated database and confusing user scenarios in the original CPMS product. This is also a great opportunity for me to inspect and participate in the process of building a powerful financial tool and makes me realize that I need to learn more about Data Science so that I can better understand this type of product and contribute more to my team.
