Case study
A portfolio management platform with reconciled, real-time reporting
Holdings, performance and allocation reporting for advisors and clients, with event-driven integration to custodians and market data.
- Client report preparation
- Days → minutes
- Automated reconciliation
- Daily
- Source of truth for advisors
- 1
The challenge
Advisors pulled data from several custodian portals and stitched reports together in spreadsheets. Reports took days and small discrepancies eroded client trust.
Our solution
We built ingestion adapters for custodian and market data feeds, connected through RabbitMQ to a reconciliation service that flags breaks before they reach a report.
A React and Redux front end gives advisors live portfolio views and lets them generate branded client reports on demand.
- Automated daily reconciliation with break detection
- On-demand client reporting
- Role-based access for advisors, ops and clients
Architecture
- Experience
- Advisor portal
- Client portal
- Services
- Reporting API
- Reconciliation service
- Feed adapters
- Messaging
- RabbitMQ event bus
- Data
- PostgreSQL
- S3 report archive
A US insurance-tech platform
A configurable rule engine that cut product launch time for an insurer
- Time to change a product rule
- Weeks → days
- Decisions traceable to rule versions
- 100%
A digital signage provider for retail chains
A cloud CMS that runs content on screens across hundreds of retail locations
- Screens managed from one console
- Hundreds
- To roll out a new campaign
- Minutes
A US public-sector energy programme
An accessible energy data dashboard for a US government agency
- Typical dashboard filter response
- < 1s
- Accessibility target met
- WCAG AA
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