Corporate investment analysis and management system

ERP/CRM solution designed to aggregate and analyze financial data from multiple US-based financial organizations.

Client

NDA

Industry

fintech

Duration

2 years

Services

custom software development

The challenge

The project needed to address the complexity of aggregating and analyzing large volumes of financial data from hundreds of financial institutions across the US. There was a requirement for a system capable of real-time data processing and providing insights into client portfolios. The solution needed to include advanced algorithms for calculating rates of return (ROR) and offer tools for portfolio evaluation and financial forecasting.

Goal

To develop a highly scalable and efficient investment analysis system that consolidates financial data, enhances reporting capabilities, and provides advanced algorithms for accurate portfolio evaluation and investment return analysis.

Stack

Solution

CompleteSoft team developed a custom ERP/CRM system capable of aggregating and processing large datasets from various financial organizations. The solution allowed for real-time data analysis and provided an in-depth view of client portfolios, including historical and predictive analysis of asset changes over time. The system utilized multiple algorithms to calculate the rate of return (ROR) with various approaches, offering clients tailored reports based on their preferences.

The architecture was designed to scale seamlessly, ensuring the system could handle increasing data volumes without performance degradation. We also integrated web services for seamless communication between the platform and the external financial institutions to ensure real-time data synchronization.

Key features

Data aggregation

Real-time collection and integration of data from over 200 financial institutions.

Portfolio evaluation

Detailed portfolio analysis with historical and predictive views of client assets.

Advanced reporting

Automated generation of customizable reports, including multiple rate of return (ROR) calculation methods.

Client asset management

Tools to track changes in client assets and portfolio performance over time.

Scalable design

Robust architecture to support thousands of agents and continuously growing data volumes.

Real-time data

Web services integration for real-time updates and communication with financial institutions.

Project results

The system is successfully operating in the United States and addresses the complex needs of financial market players.

200+ financial organizations served

2000+ financial agents supported