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Data Analytics-powered financial portfolio management system
Giving advisors faster access to market data, portfolio insights, and client-ready reports
Casestudy
- A data analytics-powered portfolio management system built for faster advisor insights, real-time reporting, and stronger portfolio visibility.
- $30B Portfolio
- 1,000+ Advisors
- 100K Records Daily
Financial Portfolio Management System for a US-Based Financial Consulting Firm
Experion developed a data analytics-powered financial portfolio management system for a US-based financial consulting firm managing nearly $30B in client assets.
The platform helped move advisory teams away from Excel-heavy processes by bringing market data, portfolio analytics, Tableau dashboards, and custom reports into one digital experience. It onboarded 1,000+ financial advisors, imported 100,000 stock-related records daily, and supported 10X advisor growth.
A US-based financial consulting firm offering portfolio management, investment management, tax consultation, and financial advisory training services.
With 1,000+ financial advisors and nearly $30B in assets under management, the firm needed a more reliable way to manage financial data, track portfolio performance, generate analytical reports, and support advisors with timely market insights.
Challenges and Solutions
Challenges
Solutions
Technologies Used
Tech Stacks
- Tableau
- Angular
Development Toolsets
- JIRA and Confluence for task management
- Xunit, Jasmine, and Karma for unit testing
- ESLint, TSLint, and SonarLint for code review
- JMeter for performance testing
- GitHub as the source code repository
- Aspose for PDF generation
Technical Frameworks and Libraries
- Wijmo Grid for reports
- Tableau dashboard integrated with Angular
Other Technologies
- .NET Core 3.x
- WordPress CMS
- AWS CloudWatch
- AWS Route 53
- AWS S3
- AWS CloudFront
- AWS SES
- AWS SNS
- AWS RDS with PostgreSQL
- Google Geocode APIs
Outcomes
The financial portfolio management system helped the client turn manual advisory workflows into a more data-driven investment management experience.
- 1,000+ financial advisors onboarded onto the portfolio management platform
- 100,000 stock-related data records imported into the system daily
- 10X growth achieved in financial advisors
- Supported advisors collectively managing a $30B portfolio
- Enabled financial data aggregation from multiple sources
- Made financial asset and portfolio performance easier to track and monitor
- Delivered real-time stock market and mutual fund data for analytics
- Integrated Tableau-powered BI reporting for advisor insights
- Enabled statistical insights and calculations for financial advisory firms
- Supported customized reports with PDF downloads
- Enabled benchmarking and modelling of client portfolios against historical data
By bringing together market data, analytics, dashboards, and reporting, Experion helped the client give its advisors a faster and more dependable way to work with investment intelligence.
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