- Sector:
- Financial services
- Country:
- Luxembourg
Portfolio Management Platform
What we've done
- Multi-role B2B web application
- Policy, Fund, and Asset Management
- Automated import via SFTP and XML/XLSX
- Risk Analysis and Portfolio Performance
- Multi-tenant and multilingual architecture
Results
3 user roles with granular access controls 3 supported languages 1 platform that replaces fragmented manual processes
The project
A leading wealth management firm was managing policies, funds, and assets using manual processes and disconnected systems. Brokers, financial advisors, and clients needed a single, secure platform capable of centralizing portfolio management and automating data imports from external systems. We built a production-ready web application designed to handle financial complexity and meet enterprise-level security standards.
In detail
01. Comprehensive portfolio management Financial application
The platform centralizes the management of policies, funds, and assets within a single interface. Each policy displays historical valuations, year-to-date performance, and cash flows. The portfolio composition is analyzed by fund, ISIN, currency, and instrument type, with percentage allocations and a risk profile calculated based on weighted coefficients.
02. Automated import from an external system System integration
Data is automatically downloaded via SFTP and processed through a scheduled batch pipeline, which parses XML and XLSX files provided by the client. Each import generates detailed error logs, ensuring full traceability and rapid response in the event of anomalies.
03. Multi-role architecture and enterprise security Security and Access
The platform supports three user roles—Admin, Broker, and Policyholder—with granular access control and multi-tenant data isolation. Security is production-grade: brute-force protection, CAPTCHA, Content Security Policy, HSTS, and real-time error monitoring.
