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.
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, allowing agents to make informed recommendations.
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
Our key clients
Tell us about your idea
What happens next?
We'll arrange a meeting to review the proposal and finalize details.
BA and developers will then create a detailed project proposal including scope, team size, and cost estimates.
By continuing, you agree to our Privacy Policy
Sales Manager will contact you promptly to discuss your project needs and sign an NDA for confidentiality.
Once agreed, we'll sign the contract and begin your project without delay.
Dmitry Tkachenya
Sales manager