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Development of a Holistic Asset Management SaaS Platform for High-Net-Worth Individuals

qodeca.com

Financial services

Challenges in Holistic Portfolio Management

High-net-worth individuals face difficulties in consolidating and managing diverse portfolio assets through fragmented systems, leading to inefficiencies in financial oversight and decision-making.

About the Client

A SaaS platform specializing in asset management solutions for high-net-worth individuals, offering portfolio analysis and financial planning tools.

Key Project Goals

Create a unified SaaS platform for comprehensive portfolio asset management
Integrate real-time financial data aggregation from multiple sources
Ensure scalability and security for handling sensitive financial information
Provide advanced analytics and reporting tools for informed decision-making

Core System Functionalities

Portfolio asset aggregation and visualization
Real-time market data integration via Plaid
Customizable financial reporting and forecasting tools
Mobile accessibility with React Native cross-platform support
Automated workflows via Workato integrations

Technology Stack Requirements

.NET

Azure

Angular

React Native

Third-Party System Integrations

Plaid
Workato

Non-Functional Requirements

High scalability for growing user base
Enterprise-grade data encryption and compliance
Low-latency real-time data processing
Cross-platform performance optimization

Expected Business Impact

Enables high-net-worth individuals to achieve 360-degree portfolio visibility, reduces manual financial management efforts by 60%, improves investment decision accuracy through advanced analytics, and establishes a scalable foundation for future feature expansion.