Wealth Management & Portfolio Tracker Dashboard
A sophisticated wealth management and portfolio analytics dashboard for ProWealth Advisors and their high-net-worth clients. The platform aggregates equity, mutual fund, fixed income, and alternative investment data into a single view, providing real-time P&L, asset allocation analysis, and risk scoring.
The Challenge
ProWealth Advisors was managing ₹200+ crore in client assets using a combination of spreadsheets, email reports, and fragmented third-party tools. Advisors spent 60% of their time on manual data aggregation rather than providing investment advice. Clients had no self-service access to their portfolio performance.
The firm needed a platform that could aggregate data from multiple custodians, depositories, and fund houses into a single source of truth while ensuring institutional-grade data security.
Our Solution
We built a portfolio management system using Laravel as the API layer and Vue.js for the interactive dashboard. Python-based data pipelines (Celery workers) pull data from NSE, BSE, AMFI, and custodian APIs, normalize it, and store it in MySQL with Redis caching for real-time queries.
The advisor dashboard includes goal-based planning tools, rebalancing alerts, and model portfolio comparison. The client portal provides a mobile-responsive view of holdings, returns, dividends, and tax statements. All data is encrypted using AES-256 at rest.
System Preview
Explore the key screens and dashboards we designed and developed.
Weekly Activity
Monthly Growth
Recent Activity Log
System Configuration
Measurable Outcomes
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