Mountstone Partners

Discovery

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Client

Established in 2012, Mountstone Partners specializes in designing, creating, and managing bespoke investment portfolios for private clients. With a wealth of expertise, a commitment to clear communication, and a focus on delivering exceptional portfolio performance, the firm has distinguished itself as a leader in the financial sector.

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What we did

We were tasked with developing a comprehensive internal and external platform for clients and investment managers. The platform enables seamless reporting on portfolio performance, management of models, client accounts, and stock portfolios. Tackling the complexity and infrastructure requirements of a project of this scale was a significant challenge, requiring over 18 months of meticulous planning and development to deliver a robust solution.

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