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Salesforce based wealth-management and investment management solution

Published by admin
04 March 2019
Professional Services

Project description 

Our team was assigned to develop an investment center - a full-scale wealth-management and investment management solution for the US mass market. This app is designed for investment managers, analysts and investors who can authorize, manage customer main data (including households information), create and maintain proposals, design portfolios, search live stream info, and use different integrated partner wealth-management\investment planning tools.

Goals and tasks 

The goal was to build a Salesforce employee Help Center, that integrates seamlessly with Salesforce Cases and Knowledge

Project scope 

  • Automate Smoke and Regression Testing
  • Verify integration with 4 systems
  • Design tests for different Personas and different level of access
  • Design detailed test documentation
  • Perform cross-browser testing
  • Check different features in dependency of environment
  • Analyze and test business requirements Usability testing


  • 2 fully tested versions of application were successfully released
  • Safe 1h per week by automatization Smoke test
  • Safe 7h per week by automatization Regression Test
  • Test documentation was provided to the customer
  • More than 1000 defects did not “go live”

Advantages of JET BI 

  • All engineers ISTQB Certified
  • Deep knowledge in CRM systems
  • Workflow transparency
  • Flexible engagement models
  • Minimal on-boarding overheads
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  • 1 QA Team Lead
  • 1 Automation QA
  • 3 QA Engineers
  • Postman
  • Selenium
  • Salesforce Developer console
  • JIRA
  • Zephyr
  • TunnelBear
  • 2,5 years

We have available resources to start working on your project within 5 business days

1 UX Designer


1 Admin


2 QA engineers


1 Consultant