Wealth Management Platform
Project Overview
Developed and implemented a comprehensive wealth management solution for high-net-worth clients, managing over $500M in assets.
Technologies: React, Node.js, MongoDB
Key Features
- Real-time portfolio management and tracking
- Advanced risk analysis and reporting
- Market integration with multiple data providers
- Automated rebalancing algorithms
- Custom investment strategy builder
Implementation Details
- Phased rollout across 3 major wealth management divisions
- Comprehensive client onboarding and migration program
- Integration with existing banking and investment systems
- Staff training and certification program for 200+ advisors
- Regulatory compliance implementation for multiple jurisdictions