- Sector:
- Financial Services
Portfolio Management Platform
What we did
- 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
Outcomes
3 user roles with granular access control 3 languages supported 1 platform replacing fragmented manual processes
The project
A leading wealth management firm was managing policies, funds and assets through manual processes and disconnected systems. Brokers, financial advisers and clients needed a single secure platform capable of centralising portfolio management and automating data imports from an external system. We built a production-ready web application designed for financial complexity and enterprise-grade security.
In detail
01. Full portfolio management Financial application
The platform centralises the management of policies, funds and assets in a single interface. Each policy displays historical valuations, YTD performance and cash movements. Portfolio composition is analysed by fund, ISIN, currency and instrument type, with percentage allocations and a risk profile calculated on weighted fund coefficients.
02. Automated import from external system System integration
Data is downloaded automatically via SFTP and processed through a scheduled batch pipeline, parsing XML and XLSX files from external system. Every import produces detailed error logs, ensuring full traceability and rapid intervention in case of anomalies.
03. Multi-role architecture and enterprise security Security and access control
The platform manages three user profiles — 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.
