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Portfolio Intelligence & Investment Asset Management Software

acropolium

Financial services

Insurance

Investment Management

Challenges in Portfolio Management and Resource Optimization

The client faced inefficiencies due to manual project management processes, decentralized systems leading to inconsistencies, lack of real-time visibility into project progress, suboptimal resource allocation, and inadequate risk management capabilities. These issues hindered scalability, strategic decision-making, and alignment with organizational goals.

About the Client

A financial services firm serving individuals, businesses, and institutional clients with solutions including investment management, wealth advisory, insurance, and lending.

Key Project Goals

Implement real-time centralized visibility across the project portfolio
Develop a user-friendly dashboard for tracking key metrics and financial data
Create an intelligent resource allocation module for optimized budget and personnel management
Design a scalable architecture to support future growth and operational expansion
Integrate advanced risk assessment and mitigation tools for proactive risk management

Core System Functionalities

Centralized dashboard with customizable metrics and real-time updates
Resource allocation module with skill-based task assignment and timeline optimization
Risk assessment tools using scenario modeling and predictive analytics
Scalable cloud-native architecture for seamless growth
Automated reporting and strategic prioritization workflows

Technology Stack

.NET 6

Angular 13

Material Angular 12.2.13

Azure (Frontdoor, App Services, Blob Storage)

System Integrations

Legacy financial systems
Third-party risk data APIs
Cloud-based collaboration tools

Non-Functional Requirements

High scalability for concurrent users and data volume
Enterprise-grade security compliance
99.9% system uptime SLA
Cross-browser compatibility
Disaster recovery capabilities

Expected Business Outcomes

Anticipated improvements include 30% enhanced project visibility, 25% faster financial metric access, 30% reduction in portfolio monitoring time, 17% higher workforce productivity, 25% better strategic decision accuracy, and proactive mitigation of 80% of potential project risks.