Fintech Portal Development
Client Overview
A leading Southern California wealth management firm that specializes in private equity and portfolio investment management. The company needed a secure, accurate, and efficient way to project and communicate investment returns across its organization.
Challenge
The firm’s internal modeling was built within a large, complex Excel workbook containing multiple tabs, formulas, and manual inputs. While effective, this structure limited visibility and required considerable effort to access projections. The organization needed to modernize its approach to ensure accuracy, simplify workflows, and create consistent reporting for both internal users and clients.
Solution
- Centralized Reporting: Consolidates portfolio data and projections into a single interface.
- Dynamic Calculations: Displays returns in both dollar amounts and APY.
- Company-Wide Insights: Allows executives and advisors to view both prospective and retrospective reports.
- Built-in Charting: Visualizes investment performance for clear, transparent communication.
- Role-Based Access: Ensures the right users see the right information.
- Error Reduction: Automates calculations to minimize manual data entry and reference issues.
Results
A custom, mission-critical business application that streamlines portfolio analysis and reporting. The firm now has a unified platform that reflects its investment philosophy, improves data accuracy, and supports confident decision-making across teams and clients.