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Development of an All-in-One Investment Advisory Platform with Hybrid Advisory Integration

djangostars.com

Financial services

Information technology

Business Challenges

Need for a scalable digital platform to unify investment advisory processes, enable seamless hybrid advisory workflows, and automate personalized portfolio generation while maintaining compliance with Swiss financial regulations.

About the Client

Swiss investment platform providing hybrid (online/in-person) advisory services for long-term portfolio management

Strategic Goals

Create a unified digital platform for investment advisory from onboarding to execution
Integrate online and in-person advisory workflows
Implement automated portfolio proposal generation with risk profiling
Enable direct execution of investment advice through banking integrations
Support long-term client engagement through portfolio performance tracking

Core System Requirements

Custom risk profile calculator with algorithmic assessment
Automated portfolio proposal generator based on risk/return parameters
Investment goal tracking and savings probability analyzer
Portfolio health check with optimization recommendations
Integration with Swissquote for transaction execution
Comprehensive admin dashboard for fund database management
Historical performance analytics with market data visualization
Multi-channel advisory session coordination system

Technology Stack

Python

Django

React

PostgreSQL

AWS

System Integrations

Swissquote API
Market data providers
Client onboarding KYC systems

Quality Attributes

High availability (99.9% uptime)
Financial data encryption (AES-256)
Scalable architecture for 10x user growth
Real-time portfolio calculation engine
Regulatory compliance (FINMA, GDPR)

Expected Business Outcomes

Enables 300% faster portfolio proposal generation, reduces advisory onboarding time by 60%, supports 10x client base growth while maintaining personalized service quality, and creates a competitive differentiator through hybrid advisory integration.