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Development of Cross-Platform Mobile Application for Investment Portfolio Management

dashbouquet.com

Financial services

Current Challenges in Investment Portfolio Management

Investment professionals face difficulties in evaluating companies and tracking portfolios due to fragmented data sources, lack of standardized pipeline management, and insufficient mobile accessibility for on-the-go decision-making.

About the Client

SaaS provider offering investment management solutions with data consolidation capabilities

Project Goals

Develop a cross-platform mobile application for portfolio management
Implement structured pipeline management workflows
Consolidate data from multiple front/backoffice systems
Enhance investment decision-making through transparent data visualization

Core System Functionalities

Structured pipeline management workflows
Multi-system data consolidation dashboard
Real-time portfolio performance tracking
Advanced data visualization for unicorn company identification
Cross-platform mobile accessibility (iOS/Android)

Technology Stack

React Native

React

Redux

CoreUI

i18next

Redux-Saga

styled-components

Sass

Webpack

reactstrap

System Integrations

Front-office trading systems
Back-office accounting platforms
Third-party financial data APIs

Non-Functional Requirements

High-performance data processing for real-time updates
Enterprise-grade security for financial data
Scalable architecture for growing user base
Responsive UI/UX across device sizes
Offline data access capabilities

Business Impact

Enables investment professionals to make faster, data-driven decisions through consolidated portfolio visibility, standardized evaluation processes, and mobile accessibility while maintaining compliance with financial industry security standards.