Development of a Real-time Financial Analytics and Risk Management Platform

The client faces the challenge of balancing evolving software requirements with the need for rapid deployment of a novel investment management system. Developing a market-unique application without existing solutions presents complexities in defining system behavior and maintaining a tight release schedule amid ongoing requirement changes.

A technology-driven investment management firm specializing in systematic trading strategies, seeking to automate research and execution processes for trading and risk assessment.

• Implement a real-time market data streaming widget to enable Portfolio Managers to monitor live market indicators effectively.
• Develop advanced risk allocation tools that gather, analyze, and visualize market news, economic events, and predictive risk algorithms for investment strategies.
• Create a dynamic risk dashboard to alert Risk Officers when indicators approach risky zones and allow immediate strategy adjustments.
• Establish a secure sandbox environment for Portfolio Managers to develop, test, and share investment proofs of concept without affecting core strategies.
• Integrate multi-layered security measures adhering to zero-trust principles and microservice architecture to protect data and code integrity.
• Deliver an MVP within 6 to 12 months to accelerate decision-making and maintain a competitive edge in the financial industry.

• Real-time market data streaming widget utilizing external news and information feeds.
• Risk allocation tool that aggregates data sources and applies algorithms, including external factors like weather data, for investment risk prediction.
• Visualized real-time news, economic events, and alert setup for quick response to market-impacting occurrences.
• A risk dashboard displaying indicators with normal ranges, alert mechanisms, and options for manual adjustments.
• A secure sandbox environment enabling strategy development, testing, and sharing among Portfolio Managers.
• Implementation of security frameworks including zero-trust policies, supply chain security for CI/CD pipelines, and microservice-based architecture.

• External news and market data providers for real-time streaming
• Weather data APIs for predictive risk analysis
• Economic and company announcement feeds
• Internal analytics tools for strategy testing and assessment

• System to support low-latency real-time data streaming
• High availability and fault tolerance to ensure uninterrupted data flow
• Zero-trust security model at all layers to protect sensitive data
• Microservice architecture to enable scalability and modular updates
• Compliance with financial industry security standards and best practices

The platform aims to significantly improve operational efficiency for Portfolio Managers and Risk Officers by enabling real-time decision-making, quicker response to market changes, and effective risk management. Expected outcomes include accelerated deployment of trading strategies, enhanced security posture, and a competitive edge through innovative analytics—ultimately facilitating more informed investments and higher returns.