Project Overview
The financial firm was constrained by an aging C++ desktop CRM. The codebase was difficult to maintain, incompatible with modern web APIs, and restricted to Windows environments. As the firm grew, the legacy system could no longer handle the required volume of real-time financial analytics.
MetaDesign Solutions executed a complete rewrite, replacing the C++ application with a modern Next.js architecture. The new CRM was deployed as a web application for broad accessibility and as an Electron desktop app for power users requiring multi-monitor support and native file system access. PostgreSQL was utilized to handle the complex, high-volume financial data. The new system unified their wealth management workflows and paved the way for advanced machine learning analytics.
AI-Assisted Agentic Rewrite
We utilized AI-assisted tools to analyze the legacy C++ codebase, extracting core business logic, financial algorithms, and data structures. This accelerated the rewrite process, allowing our engineers to rapidly reconstruct the complex logic within a modern TypeScript and Next.js environment.
Cross-Platform Next.js & Electron
The new CRM was built with responsive web technologies (Tailwind CSS, React) and packaged via Electron. This provided immediate cross-platform support (Windows, macOS) and allowed financial advisors to securely access client data from any device via the web portal.
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High-Performance PostgreSQL Storage
We architected a highly optimized PostgreSQL database schema to replace the legacy local data stores. We implemented advanced indexing, materialized views for complex financial reports, and a robust API layer to ensure rapid data retrieval and real-time analytics.