We developed a personal account platform that allows users to manage bank accounts and securities, track corporate actions, and create instructions — all within a single solution.

The client, a financial services company providing account and securities management, faced significant issues with an outdated interface. The old system was difficult to maintain, required separate components for each type of instruction, and hindered the scalability of new features. The client needed a unified, user-friendly, and flexible solution that simplified working with corporate actions and financial instruments, accelerated workflows, and eased platform maintenance.

We proposed a universal approach: a single, shared form component instead of multiple components for each instruction type. This standardized the process of creating and editing instructions and reduced code duplication. Additionally, we reworked the instruction-saving mechanism, created modular form blocks for different action types, and fixed critical bugs identified by the team.

The new solution centralized the management of corporate actions and financial instruments, improved code readability, and accelerated the introduction of new action types. Users gained a convenient interface for managing bank accounts, securities, and instructions, while the company benefited from a more stable and scalable platform.