Needs
A platform that reflects how Glide operates and makes it easier to analyse, manage and report on alternative investments and portfolios.
Glide Capital
Back to projects
Integrations
Custom Development
Full-stack
Glide Capital gives wealth managers, family offices and institutions access to alternative investments in private markets, along with tools to analyse opportunities and build portfolios. Abstract worked with its team to model its financial domain, integrate multiple data sources and build a platform with reporting and visibility for Glide, its clients and investors.
Glide Capital before Abstract
Pain points
The previous platform was built around the application rather than the business. Data from different sources arrived disaggregated and poorly normalised, so configuration and reporting did not reflect the operation accurately enough.
Limitations
The operation combines investment opportunities, funds, legal and financial structures, portfolios and data from multiple sources. How current the information can be depends on what each source allows to be integrated and how often it delivers it.
Project objective
Align expectations, prioritize value, and give execution a clear structure.
Model Glide's financial domain.
Integrate its data sources.
Enable reporting and automation.
Give clients and investors visibility.
Abstract's contribution
Through discovery, design, and architecture, Abstract laid the foundations for a robust, scalable solution aligned with business goals.
Modelling the investment domain
We learned how Glide operates and turned that reality into a data model.
- Months of work with people from different areas through conversations, interviews and workshops.
- A data model aligned with the financial operation and the relationships between its entities.
- Funds, instruments, structures and portfolios built into the business model.
Data integration and freshness
We integrated the data sources before building the application's views.
- A database that mirrors the operation with near-real-time latency, as far as the sources allow.
- Connected information as the foundation for the platform's later capabilities.
Multi-role platform and reporting
We built tools for Glide's team, its clients and end investors.
- Automation and reporting to support operations and client service.
- Greater visibility into the information and performance of investments and portfolios.