Portfolio Platform
High-Ticket Portfolio Platform
Custom-built portfolio management platform for wealth advisors managing $500M+ AUM.
$500M+
Assets Under Management
99.99%
Uptime SLA
12-month average
<0.3s
Report Generation
Real-time calculations
The Challenge
Wealth management firm needed enterprise-grade platform for real-time portfolio analytics, client reporting, and regulatory compliance (FCA + SEC).
Solution Architecture
- Next.js 14 + PostgreSQL (multi-tenant architecture)
- Real-time WebSocket updates for market data
- Automated PDF report generation (jsPDF + custom templates)
- Role-based access control (advisors, analysts, compliance)
- SOC 2 Type II compliant infrastructure
Security & Compliance
- ✅ End-to-end encryption (data at rest + in transit)
- ✅ Multi-factor authentication (TOTP + hardware keys)
- ✅ Audit logs (all data access tracked)
- ✅ FCA/SEC reporting ready