How Evoltech Delivered a Scalable, Cloud-Ready Investment Platform
Financial services organisations are under increasing pressure to deliver seamless digital experiences—without compromising accuracy, compliance, or operational stability. For KeyInvest, this meant reimagining how its core investment services could be delivered digitally, efficiently, and at scale.
KeyInvest partnered with Evoltech to design and deliver a modern digital platform that would unlock new efficiencies, elevate customer experience, and create a future-ready foundation for growth.
The Business Challenge
KeyInvest’s core fund management platform, Garradin, is a reliable system of record—but it was never designed to meet modern digital expectations.
Key challenges included:
- Limited user experience for advisers, funeral directors, and members
- Manual, time-consuming onboarding and claims processes
- Restricted integration with third-party systems such as Xero and banking platforms
- High operational effort around cash reconciliation and unit pricing updates
- Increasing regulatory and audit requirements
KeyInvest needed more than a portal. They needed a strategic digital layer that could modernise engagement, automate operations, and scale—without disrupting core systems.
Evoltech’s Solution: Digital Enablement Without Core System Disruption
Evoltech designed and delivered a secure, cloud-native digital ecosystem that extended Garradin’s capabilities while protecting its stability.
Experience-Led Digital Design
Rather than retrofitting technology, Evoltech began with user experience. Advisors, funeral directors, and internal teams were engaged early to design intuitive, role-based journeys that reflected real business workflows.
The result: a platform that users could adopt immediately—without training overhead.
API-Driven Integration
Evoltech conducted a deep technical assessment of Garradin’s APIs to determine which capabilities could be safely exposed.
This enabled:
- Straight-through processing from digital channels to Garradin
- Elimination of manual re-keying
- Faster turnaround times and higher data accuracy
Azure Cloud Enablement
Evoltech established KeyInvest’s Azure Cloud Landing Zone, including:
- Secure DevOps and CI/CD pipelines
- Production-grade deployment patterns
- A scalable architecture aligned to future digital initiatives
This was KeyInvest’s first production deployment on Azure, delivered with enterprise-grade governance from day one.
Phase 1: Enhanced Investor Portal
The enhanced investor portal delivered a unified, modern experience for all stakeholders.
Key outcomes:
- Interactive portfolio dashboards with real-time insights
- Digital creation and submission of investment applications
- Centralised policy management
- End-to-end digital claims submission and tracking
Using a progressive MVP approach, Evoltech delivered value quickly:
- Funeral Directors Portal live in 4 months
- Financial Advisers Portal delivered 2 months later
- Member Portal launched a further 2 months after
This phased delivery reduced risk, accelerated ROI, and built stakeholder confidence early.
Phase 2: Automated Unit Pricing and Cash Flow Management
Building on the portal success, Evoltech automated KeyInvest’s most critical financial operations.
The solution covered:
- Cash reconciliation
- Unit pricing updates
- Fund spread calculations
- Cash management and forecasting
- Integration with Xero and banking systems
A strong assurance framework ensured:
- Accurate fund disbursements
- Precise matching of incoming funds to client applications
- Fully auditable, regulator-ready transaction trails
This significantly reduced operational effort while increasing confidence in pricing accuracy and compliance.
Business Impact: Clear, Measurable Results
🚀 Faster Operations
- Automated workflows reduced reconciliation time and manual processing
- Faster application, pricing, and claims turnaround
📊 Better Visibility
- Real-time insights for advisers and members
- Centralised, transparent policy and claims management
🔒 Stronger Compliance
- End-to-end auditability across all financial transactions
- Improved readiness for regulatory and internal audits
📈 Future-Ready Growth
- Cloud-native platform ready for expansion
- White-label capability for partner and distributor networks
- Scalable foundation for future digital initiatives
What KeyInvest Says
“Evoltech brought both strategic thinking and delivery certainty. They helped us modernise our digital experience while protecting the integrity of our core systems. The result is a platform that improves how our advisers and members engage with KeyInvest today—and gives us confidence in our ability to scale tomorrow.”
— CEO, KeyInvest
Why This Matters
This engagement demonstrates how financial services organisations can modernise without replacing their core systems.
By combining experience-led design, API-driven integration, and cloud-native delivery, Evoltech helped KeyInvest:
- Reduce operational friction
- Improve customer engagement
- Strengthen compliance
- Accelerate digital transformatio