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Unified Wealth Management Platform Development

yalantis

Financial services

Information technology

Current Operational Inefficiencies

Financial advisors face significant productivity losses due to fragmented systems for financial data aggregation, client profile management, investment account opening, and portfolio monitoring. Manual data handling through paper records and disparate tools creates errors, delays, and scalability limitations.

About the Client

US-based wealth management company providing financial planning, investment strategy, and asset management services

Strategic Development Goals

Consolidate wealth management functions into a single platform
Implement real-time financial reporting and goal tracking
Enable seamless investment account creation and monitoring
Meet 8-month delivery timeline for conference launch
Establish scalable architecture for future growth

Core System Capabilities

Unified customer financial profile management
Real-time dashboard for asset/liability tracking
Collaborative financial goal setting and scenario planning
Automated investment account opening workflow
Multi-source investment activity monitoring
Client self-service profile updates

Technology Stack Preferences

Cloud-native architecture (AWS/Azure)

React/Vue.js frontend framework

Node.js backend with microservices

Relational database (PostgreSQL/MySQL)

API-first design approach

Third-party System Integrations

Orbis Systems API for financial data aggregation
Apex investment platform integration
TD Ameritrade API for portfolio monitoring
Compliance and regulatory reporting tools

Operational Requirements

High-availability architecture (99.9% uptime)
Enterprise-grade data encryption
Scalable infrastructure for 10x user growth
Sub-second dashboard response times
Regulatory compliance (FINRA, SEC)

Expected Business Transformation

Streamlined advisor workflows reducing administrative tasks by 60%, improved client satisfaction through real-time visibility, and 300% faster onboarding of new investment accounts. Platform scalability enables geographic expansion while maintaining operational efficiency.