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Development of a Scalable Portfolio Management Platform
  1. case
  2. Development of a Scalable Portfolio Management Platform

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Development of a Scalable Portfolio Management Platform

dreamertechnoland.com
Financial services

Challenges in Managing Diverse Investments

Hisham Investments faces challenges in efficiently managing a growing number of client portfolios spread across multiple markets (Nasdaq, Crypto, Tadawul, etc.). Manual commission calculations are time-consuming and prone to errors. Lack of a centralized, transparent system hinders client communication and performance tracking, impacting client satisfaction and operational efficiency.

About the Client

A private investment firm managing diverse portfolios across multiple markets.

Project Goals

  • Develop a centralized platform for managing multiple client portfolios.
  • Automate commission calculations for improved accuracy and efficiency.
  • Provide real-time performance tracking and reporting capabilities.
  • Enhance client communication through automated account statement generation.
  • Enable investment across various markets (Nasdaq, Crypto, Tadawul, etc.).

Functional Requirements

  • Client Management (unlimited clients)
  • Multi-Market Investment Tracking (Nasdaq, Crypto, Tadawul, etc.)
  • Investment Addition/Withdrawal
  • Fund Transfer Between Markets
  • Automated Commission Calculation
  • Historical Performance Tracking
  • Transaction History and Reporting
  • Account Statement Generation (WhatsApp/Email)

Preferred Technologies

Node.Js
React.Js
MySql
Apache Server

Required Integrations

  • WhatsApp API
  • Email API

Non-Functional Requirements

  • Scalability to accommodate a large number of clients and transactions.
  • High performance for real-time data updates and reporting.
  • Robust security to protect sensitive financial data.
  • Data integrity and accuracy.

Expected Business Impact

This platform will significantly improve operational efficiency by automating key processes. Enhanced transparency and reporting will lead to increased client trust and satisfaction. Accurate commission calculations will improve financial reporting. The ability to manage multiple markets will expand investment opportunities and enhance portfolio diversification. Overall, this project will contribute to increased profitability and a competitive advantage for Hisham Investments.

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