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Development of an Investment Advisor Assistant for Portfolio Management

sombrainc.com

Financial services

Business Challenges

The client required a custom software solution to automate investment advisors' daily tasks and provide a comprehensive portfolio management system that enables portfolio creation, risk analysis, and client communication.

About the Client

A leading financial institution seeking to enhance portfolio management capabilities for investment advisors.

Business Value

Implement a portfolio management solution based on business requirements
Develop tools to simplify advisors' daily tasks, including regional manager information, interactive reports, and client communication
Ensure scalability to support 1000+ daily active users

Core System Functionalities

Portfolio creation and customization tools
Risk and profitability analysis modules
Interactive web and static PDF reporting
Email integration for client communication
Portfolio quality assessment comments

Technology Stack

System Integrations

Banking core systems
Client relationship management (CRM) databases
Email service providers
Regulatory compliance frameworks

Non-Functional Requirements

High scalability for 1000+ concurrent users
Financial data encryption and compliance (e.g., GDPR, PCI-DSS)
Real-time analysis performance under 2 seconds
99.9% system uptime SLA

Expected Business Impact

Enable advisors to manage portfolios 40% faster through automation, reduce manual reporting errors by 75%, and improve client satisfaction through interactive communication tools while maintaining regulatory compliance.