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NetBasis
Fintech / Tax Technology
Simplifying Investment Tax Complexity
Cost Basis Analysis & Tax Management Platform
12 months
5 engineers
Overview
NetBasis provides the definitive solution for determining historical cost basis of securities, tracking corporate actions back to 1925. We modernized their platform and built new features to serve investors managing hundreds of millions in alternative investments.
The Challenge
- 1Migrate legacy PHP/MySQL application to modern technology stack
- 2Handle complex calculations for historical securities data spanning 100 years
- 3Build blockchain investment platform for alternative fund management
- 4Create intuitive investor dashboard for cost basis analysis
Our Solution
- Led migration from legacy PHP to modern React/Node.js architecture
- Built Agora, a custom blockchain platform using Hyperledger Fabric for alternative investments
- Developed comprehensive investor dashboard with cost basis analysis tools
- Implemented ESPP cost basis retrieval and tax optimization features
Results
100 Years
Data Coverage
Historical securities data from 1925
$500M+
Assets Managed
Alternative investments on platform
10x
Processing Speed
Improvement in cost basis calculations
95%
User Satisfaction
Customer satisfaction score
Technologies Used
Hyperledger Fabric
GoLang
PostgreSQL
React
Redux
Node.js
Docker
AWS
“bedda.tech's contributions as a star engineering team at Networth were invaluable to our success. Their technical prowess and problem-solving skills were evident in every project they undertook. Their holistic approach and willingness to go the extra mile greatly enhanced our team's productivity and efficiency. Their positive attitude and dedication to delivering high-quality work made them a pleasure to work with. I enthusiastically recommend bedda.tech for their technical expertise and commitment to excellence.”
Abrar Maniyar — Senior Product Manager
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