An Investment Portfolio Management Platform

About the project

Andersen was approached by a Swiss customer to develop a FinTech tool for investment management and analysis. The project lasted 24 months. The platform was built by our team using Scala technology for the investment engine, Python algorithms for calculation, and Angular and Vue.js frameworks for user and administrator modules. The result of the project is an investment management tool with daily ROI calculations, compatibility with external systems, automated portfolio selection based on profitability and risk, a portfolio rule designer, and data export capabilities. The platform can handle over two billion calculations in two minutes and generate over 250,000 product documents daily with automatic reporting.

App functionality

• Daily calculation of investment results
• Import of customer contract data from external systems
• Automated selection of financial instruments for creating a portfolio based on the desired level of profitability and risk level
• Portfolio rule designer
• Import of analytical investment data from external systems
• Export of the portfolio to the analytical and accounting systems of the investment company

Solution

Results

Preparation of requirements and design for the investment management solution project. Implementation of MVP functionalities that enable the following:

• About two billion product calculations can be done by the platform within two minutes;
• The platform can generate over 250,000 product documents daily and provide reports on them automatically.