Project Name: New Issue IQ (Deal Management & Analytics Platform)
Client / Organization: Capital Markets
Timeline: 2023 – 2025
Project Status: Completed
New Issue IQ is an enterprise capital markets platform that enables investment banks and institutional investors to manage bond issuances, deal allocations, routed orders, customer portfolios, and market analytics through a centralized dashboard. The platform addresses the operational complexity of coordinating new bond issuances and their allocation across institutional investors, consolidating what is typically a fragmented process into a single, structured system.
The platform is built on a React frontend and a C# / .NET 8 backend exposing REST APIs, with PostgreSQL managing the underlying data. Hangfire automates scheduled background processing, keeping deal and market data current without manual intervention. The architecture supports both Single-Tenant and Multi-Tenant deployment models, allowing the platform to be delivered to individual institutional clients or operated as a shared environment serving multiple clients from a common codebase.
Integrations with AWS S3 provide scalable cloud storage for platform data and documents, while integration with Anthropic Claude AI extends the platform's analytics and workflow capabilities. Together, these elements deliver a secure, scalable platform that supports the deal management, allocation, and reporting needs of capital markets participants, with a technical foundation designed for reliability and collaboration across institutional users.
Frontend: The frontend is built using React, providing a single-page application architecture for a responsive, component-driven user interface. Bootstrap is used to implement a consistent, mobile-friendly responsive layout across the platform, while Telerik UI components and jqGrid power the platform's data-intensive dashboards and grids. These tools support the core workflows of the platform, including deal management dashboards, allocation tracking, order routing views, customer portfolio displays, and market analytics reporting.
Backend: The backend is developed using C# on .NET 8, exposing REST APIs that handle the platform's core business logic, including bond issuance management, deal allocation processing, order routing, and portfolio and analytics data handling. Hangfire manages background job processing and scheduling, supporting automated, recurring operations that keep deal and market data current. The backend is designed to support both Single-Tenant and Multi-Tenant deployment models from a common codebase.
Authentication & Security: The platform is built on .NET 8, which provides the underlying framework for securing REST API endpoints and controlling access to platform resources. Security practices are applied consistently across single-tenant and multi-tenant deployments to protect sensitive deal, allocation, and customer portfolio data.
Database: The application utilizes PostgreSQL to store deal records, allocation data, routed orders, customer portfolio information, and market analytics data. The persistence layer is designed to support efficient querying and data management for the volume and complexity of financial data associated with bond issuances and deal activity.
Third-Party Integrations: The platform integrates with AWS S3 for cloud-based file and data storage, and with Anthropic Claude AI, incorporating AI-assisted capabilities into the platform's workflows and analytics functionality.
Monitoring & Logging: Application monitoring, error tracking, and logging are implemented to provide visibility into platform health and behavior in production, supporting proactive identification of issues for a platform used by institutional investors and investment banks for time-sensitive deal activity.
Testing: Quality assurance practices are applied throughout the development lifecycle to validate platform functionality and reduce regressions, supporting reliable delivery of features across the platform's deal management, allocation, and analytics modules.
Deployment & DevOps: The application is deployed on AWS cloud infrastructure, managed through the Amazon Console and associated AWS services, supporting the scalability and reliability required to serve both single-tenant and multi-tenant institutional clients.
New Issue IQ
Web Development