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Portfolio Platform
High-Ticket Portfolio Platform
Custom-built portfolio management platform for wealth advisors managing $500M+ AUM.
$500M+
Assets Managed
Institutional grade
99.99%
Uptime SLA
12-month average
<0.3s
Generation Time
Real-time reports
PRODUCTION_SYSTEM_VIEW
The Challenge
A wealth management firm needed an enterprise-grade platform for real-time portfolio analytics, client reporting, and strict regulatory compliance (FCA + SEC).
The Protocol
01
Solution Architecture
Next.js 14 + PostgreSQL with multi-tenant architecture and real-time WebSocket updates for market data.
02
Security & Compliance
SOC 2 Type II compliant infrastructure with end-to-end encryption and multi-factor authentication (TOTP).