CEPRES is a fintech company specializing in private markets investment data and analytics, helping institutional investors make smarter, data-driven decisions through advanced technology.
Technologies
Frontend
• ReactJS, Redux, Auth0
Backend
• .NET, PostgreSQL, MongoDB, AWS, Azure, Docker
AI Development Tools
• Claude, GitHub Copilot
Deliverables
•Web Platform Modernization
• Full-Stack Development & Security Improvements
Services
• Frontend development
• Backend development
• QA & Testing
• AI-Assisted Development
About the client
The solution
CEPRES is a global fintech company specializing in private markets investment data and analytics. Its platform helps institutional investors and asset managers make informed decisions through advanced portfolio monitoring, performance benchmarking, and investment insights.
Our team modernized key areas of the platform, redesigning data filtering, improving navigation, and introducing a flexible, configuration-driven page framework.
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We also optimized dashboards, strengthened security, and upgraded legacy technologies to support a more reliable, scalable, and user-friendly experience.
The challenge
As CEPRES expanded its financial analytics platform, managing complex data workflows across multiple products became increasingly challenging.
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The goal was to simplify filtering and navigation, improve performance across data-heavy dashboards, and strengthen the platform's security and maintainability while preserving its existing functionality.
Platform Modernization
Key Engineering Contributions
Advanced Data Filtering
Redesigned quick and advanced filters for faster, more consistent data selection across thousands of funds and deals.
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Dynamic Navigation & Page Framework
Built a configuration-driven framework with reusable widgets and permission-aware navigation.
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Custom Dashboards & Analytics
Improved dashboard performance, widget interactions, sharing, and exports.​​​
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Security & Access Control
Strengthened authentication, access controls, and automated testing to improve platform security.
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Platform Modernization
Updated frontend tooling and legacy dependencies for better maintainability and future development.​​​​
Our approach
Our team combined full-stack engineering expertise with AI-assisted development workflows to modernize an established enterprise platform, balancing new features with improvements to existing functionality.
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Our approach focused on three key priorities:
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Scalable architecture: Building reusable, configuration-driven components to support multiple products and client requirements.
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Performance & reliability: Optimizing data-heavy workflows, dashboard interactions, and application responsiveness.
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Security & maintainability: Strengthening application security, expanding test coverage, and modernizing legacy technologies.​​​​
The outcome
A more efficient, secure, and flexible financial analytics platform, designed to handle complex investment data and evolving client needs.
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Through improved navigation, faster data interactions, and modernized architecture, CEPRES is better equipped to deliver a consistent user experience and support continued product growth.