Development of an Investment Portfolio Management and Advisory Software for Financial Service Providers

The client requires a custom software solution to automate daily activities of financial advisors, including building investment portfolios, analyzing their quality, risks, and profitability. The current manual or partially automated processes hinder efficiency and decision-making speed, creating a need for an integrated, robust system that supports portfolio creation, analysis, and client communication effectively.

A mid-sized financial institution with a focus on investment advisory services seeking to automate and enhance their portfolio management workflows.

• Implement a comprehensive platform enabling financial advisors to build, analyze, and compare investment portfolios based on client-specific requirements.
• Enhance decision-making with modeling, comparison, and risk assessment tools integrated into the system.
• Streamline advisor activities such as generating interactive reports, sending client communications via email, and documenting portfolio comments.
• Support daily usage by over 1,000 investment advisors, ensuring high availability, performance, and security.
• Create a flexible solution capable of integrating with existing banking and client management systems.

• Portfolio creation and editing interface supporting custom mutual fund and asset selections.
• Modeling tools for simulating investment scenarios and comparing multiple portfolios.
• Risk assessment and analytics to evaluate portfolio quality, including profitability metrics.
• Reporting engine capable of generating interactive web reports and static PDF reports for clients.
• Communication module for sending automated emails and comments related to portfolio performance.
• Dashboard displaying regional management information and portfolio comments.

• Banking and client management platforms for seamless data exchange
• Email and notification systems for automated communications
• Reporting tools for generating PDF and interactive reports

• High system availability to support over 1,000 users daily
• Performance metrics ensuring fast response times for modeling and reporting
• Secure user authentication and data protection to meet financial industry standards
• Scalability to accommodate future system expansion and increased data volume

The new portfolio management and advisory system is expected to significantly improve operational efficiency by automating daily activities of over 1,000 investment advisors, leading to faster portfolio analysis and decision-making. It aims to enhance the quality and profitability of portfolios managed, provide comprehensive reporting capabilities, and strengthen client communication, ultimately supporting the client’s growth in the competitive financial services market.