Development of a Mobile Investment Portfolio Management Application with Data Consolidation and User-Friendly UI

The client requires a comprehensive mobile solution that consolidates data from various front and back office systems, enabling investors to evaluate companies, monitor their investment portfolios, and identify emerging unicorns. The current tools lack seamless data integration and a user-friendly interface, hindering timely decision-making and transparency.

A mid-sized investment management firm seeking an integrated platform to streamline data access and portfolio monitoring for its investors.

• Develop a mobile application that integrates data from multiple investment management systems for real-time portfolio tracking.
• Enable investors to easily evaluate companies and identify potential high-growth investment opportunities.
• Create a simple, transparent, and intuitive UI to improve user experience and decision-making efficiency.
• Implement a scalable and secure platform capable of handling large data volumes and multiple integrations.
• Deliver a solution that enhances investor engagement and facilitates quicker investment decisions.

• Data consolidation engine that aggregates information from multiple front and back office systems.
• Portfolio management dashboard providing real-time updates and performance metrics.
• Company evaluation tools including detailed profiles, financial metrics, and potential growth indicators.
• Advanced UI with enhanced usability for quick portfolio checks and decision support.
• Push notifications and alerts for investment updates and market developments.
• Secure login and user authentication to protect sensitive investor data.

• Multiple external investment data sources and systems for data aggregation
• Authentication services for secure user access
• Notification services for real-time alerts

• System must support concurrent users with minimal latency, targeting sub-2 second load times for key screens.
• Data security and privacy compliance, including secure data transmission and storage.
• Scalable architecture to accommodate increasing data volume and user base.
• High availability with 99.9% system uptime.

The implementation of the mobile investment management application is expected to streamline data consolidation and portfolio evaluation processes, leading to improved investment decision accuracy. It aims to enable quicker access to consolidated data, facilitate transparency, and identify high-growth opportunities more effectively, ultimately enhancing investor satisfaction and potentially increasing investment volume.