Client
Global Investment & Asset Management Firm
Finance Management Platform for a Global Investment Firm Enterprise Case Study
A secure, modular, cloud-ready finance platform enabling portfolio managers and investment analysts to manage assets, track performance, automate reporting, and visualize insights at scale.
Project Snapshot
Industry
FinTech, Investment Management
Solution Type
Finance Management Web Platform
Service Categories
Technologies
React, Node.js, Python, Microservices, AWS, PostgreSQL, Grafana
Users
Portfolio Managers, Investment Analysts, CFO Office
Duration
5 Months
Status
Live & Scaled Globally
About the Platform
The client, a leading international investment firm, managed high-volume financial data across multiple portfolios, asset classes, third-party systems, and internal departments. Their legacy tools lacked automation, real-time insights, and consistent data governance.
Inexture engineered a modern Finance Management Platform to unify financial data, automate analytics, improve compliance, and empower portfolio managers with real-time decision-making tools.
Client Requirements
- Build a centralized finance dashboard for real-time portfolio insights
- Integrate multiple data sources (manual data, APIs, Excel, market feeds)
- Provide secure access for analysts, managers, and senior leaders
- Implement asset performance analytics and historical comparisons
- Automate monthly, quarterly & annual reporting
- Deliver secure, compliant, audit-ready data workflows
- Ensure global accessibility with role-based permissions
- Support future scalability with modular microservices architecture
Challenges We Solved
- Highly fragmented financial data across systems
- Slow manual reporting cycles using spreadsheets
- Lack of real-time performance insights
- Multiple data formats requiring normalization
- High compliance and data-security requirements
- Need for high performance under large load conditions
- No existing APIs for external systems
Our Solution & Engineering Approach
Inexture engineered a modern, secure, multi-role finance management platform that automates reporting, consolidates financial data, and provides portfolio-level insights.
- Dynamic Portfolio Dashboards with real-time metrics
- Asset Allocation Analytics (equity, debt, commodities, alternatives)
- Automated Reporting Engine for recurring cycles
- Secure Data Ingestion Pipeline (APIs + file uploads)
- Custom Performance Indicators (XIRR, alpha, beta, drawdown)
- Granular Role-Based Access Controls (RBAC)
- Interactive Visualization Layer using charts & heat-maps
- Audit & Activity Logs for compliance teams
- Microservices architecture for future scaling
Finance Management Platform – Functional Architecture
A functional overview of modules covering portfolio tracking, reporting, approvals, workflows, and dashboards designed for investment operations and governance.
Technology Stack
A robust and scalable technology foundation powering seamless performance and future-ready growth
- React.js
- Chart.js
- Microservices architecture
- Redux Toolkit
- Node.js
- Python
- Express
- REST APIs
- PostgreSQL
- AWS S3
- Lambda
- Redis Cache
- CloudWatch
- CI/CD Pipelines
- JWT / OAuth2
- Secure API Gateway
Secure Finance Platform - System Architecture
A secure architecture highlighting authentication, role controls, audit logs, data layers, and platform services supporting financial accuracy and compliance.
Business Impact & Measurable Results
- 3× Faster Reporting Cycles (Automated instead of manual)
- 3× Faster Reporting Cycles (Automated instead of manual)
- Enhanced investment decision-making using consolidated insights
- 100% compliance-ready with audit logs and role-based access
- Global accessibility for remote teams
- Modular architecture enabling easy addition of new asset classes
Industries We Serve
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