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Unified Stock Portfolio Management Mobile Application Development

orangesoft.co

Financial services

Challenges in Dispersed Investment Data Management

Investors face significant operational inefficiencies due to fragmented brokerage data silos requiring manual consolidation, leading to error-prone analysis, incomplete portfolio visibility, and delayed decision-making across multiple investment platforms.

About the Client

US-based financial services company specializing in investment management platform modernization and asset management tool development

Objectives for Unified Portfolio Management Solution

Create centralized investment data aggregation platform
Automate cross-brokerage portfolio synchronization
Enable real-time portfolio performance analytics
Reduce manual data integration errors by 90%
Provide actionable investment insights through advanced analytics

Core System Functionalities

Multi-brokerage account linking (50+ integrations)
Real-time portfolio value tracking dashboard
Custom price alert notifications
Market news sentiment analysis integration
Automated asset profitability calculations

Technology Stack Requirements

iOS Swift development

UIKit interface framework

Realm database

Alamofire networking

Firebase SDK

Lokalise localization

External System Integrations

Brokerage API integrations (Alpaca, TradersPost)
Real-time market data feeds
User authentication services
Push notification infrastructure

System Performance Standards

Sub-200ms API response times
99.99% data synchronization accuracy
AES-256 encryption for data security
Support for 100,000+ concurrent users
Cross-platform compatibility (iOS/Android)

Expected Business Impact of Unified Portfolio Management

Implementation of this solution is projected to reduce portfolio management overhead by 60%, increase investment decision accuracy through real-time analytics, and enhance user retention through proactive market alerts while establishing market leadership in investment aggregation technology.