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Development of a Multi-Role Investment Management Platform with Dynamic Portfolio Tools

moravio.com

Financial services

Information technology

Challenges in Client-Centric Investment Management

Existing investment platforms lacked personalized client engagement tools, real-time portfolio analytics, and seamless advisor-client collaboration features. Manual processes for risk profiling and investment recommendations created inefficiencies and limited scalability in managing diverse client portfolios.

About the Client

A fintech company specializing in digital investment solutions for retail and institutional clients

Key Goals for Platform Development

Create a role-based web application supporting clients, consultants, and administrators
Implement dynamic investment questionnaires with automated risk profiling
Develop integrated portfolio simulation and fund comparison tools
Establish real-time data connection with Moventum's 5,500+ fund database
Enable secure PDF reporting and investment instruction workflows

Core System Capabilities

Dynamic investment questionnaire builder with conditional logic
Portfolio performance calculator with risk profile integration
Real-time investment fund comparison matrix
Client portfolio monitoring dashboard with historical data visualization
Investment instruction submission portal for clients
Consultant client management interface with strategy planning tools
Administrator backend for fund data synchronization and system maintenance

Technology Stack Requirements

Modern web framework (React/Vue)

Cloud-native architecture

Relational database (PostgreSQL/MySQL)

RESTful API integration layer

Critical System Integrations

Moventum investment platform API
PDF generation service
User authentication system

Operational Requirements

High-availability architecture
Financial data encryption standards
Scalable fund data processing
Regulatory compliance (GDPR/PSD2)

Expected Business Outcomes

Enables 30% faster client onboarding through automated risk profiling, supports 24/7 portfolio monitoring for 1,300+ concurrent clients, reduces manual reporting workload by 60%, and provides real-time market data access for improved investment decision-making.