Embedded front-end team · United Kingdom
FE fundinfo:
a theme manager for branded fund documents, built inside the client's team.
FE fundinfo connects the investment industry through fund data and technology. Our front-end developers worked with its team on a Documents Admin and Theme Manager tool: the application its designers and business analysts use to build and manage branded financial documents.
Financial Services · Fund Data & Technology · www.fefundinfo.com
FE fundinfo
Financial Services · Fund Data & Technology
FE fundinfo is a fund data and technology company. In its own words, it connects the investment industry through trusted data and intelligent workflows, for investment managers, distributors and advisers.
Document production is part of that work. Ours sat inside it: a tool the client's own designers and business analysts use to build branded financial documents.
What had to change
- 01Requirements often arrived as scattered PDF specifications, leaving designers to fill the gaps.
- 02Designers relied on manual tools to find template paths and track versions.
- 03Themes could not be cloned and tailored for one client without rebuilding them.
- 04Documents had to stay confidential across development, staging and live environments.
The solution
A structured brief
A predefined format for design inputs, agreed with the business analysts, so a template's specification reaches the designer intact.
A theme manager
Designers clone a theme and tailor it for one client, with modular CSS and JavaScript that extend templates without touching the shared markup.
Templates that can be found
Template tracking and version management connected to the existing cloud storage, in place of manual path extraction.
Secure document generation
Role-based access and PDF Reactor document generation across development, staging and live environments on Microsoft Azure.
Front-end capacity inside the team
User-interface development alongside the client's own team, wherever the project needed additional technical capacity.
How the tool is put together,
from brief to branded document.
Each stage of document production has its own layer, so a theme can change for one client without touching the others.
- Layer 1PeopleSees: Business analysts, designers, fund manager teams
Analysts submit structured inputs, designers clone and tailor themes, fund teams view the branded documents.
- Layer 2Front endSees: Design-input forms, theme manager, template browser
The screens our developers built with the client's team.
- Layer 3Theme layerSees: Modular CSS and JavaScript, role-based access
Client-specific themes on shared component logic, with access governed by role.
- Layer 4Document generationSees: PDF Reactor
The same rendering in development, staging and live.
- Layer 5Storage and trackingSees: Cloud storage and version tracking
Templates found by version, documents stored securely on Microsoft Azure.
Technology
- HTML5
- CSS3 and Sass
- JavaScript
- PDF Reactor
- Microsoft Azure
The results
A Documents Admin and Theme Manager tool in the client's own workflow
Themes cloned and tailored per client instead of rebuilt
Template versions tracked in one place
Role-based document generation across development, staging and live
What other teams can take from this
Fix the brief before the build
A predefined input format saves more time than any tool built after it.
Clone, don't rebuild
When every client needs its own look, write the shared parts once and keep the differences small.
Environments are a security boundary
Keeping development, staging and live apart is what stops a draft document reaching the wrong reader.
Why PixelCrayons
- Front-end developers who fit into the client's team and work in its tools.
- Interface work for complex internal applications.
- Capacity added where the client needs it, for as long as it needs it.
PixelCrayons provided frontend development support for our application and worked on the user interface with our team. Their developers were able to fit into the project and contribute where we needed additional technical capacity.
The services behind this result
Front-end developers inside your team are a service you can buy on their own.
Want a result like this
on your own numbers?
A senior strategist records five minutes on your website: speed, search rankings, AI visibility, conversion leaks. Yours to keep, no strings.
No retainer required · NDA standard
Last updated