About
Industry
- FinTech
Application Type
- Web and Mobile Application
Core Functionality
- AI-driven multi-asset portfolio tracking and investment analytics
This AI-powered asset management platform was built for investors managing diversified portfolios across stocks, crypto, real estate, and precious metals. Traditional portfolio management systems often rely on fragmented tools, spreadsheets, and delayed insights, making it difficult to track performance holistically.
The platform solves this by offering a unified dashboard that consolidates all asset classes in real time. With AI-based investment analytics, automated performance tracking, and predictive insights, users gain a clear, actionable view of their entire portfolio. Designed with a mobile-first approach, it enables confident, data-driven investment decisions anytime, anywhere.
Results
AI-powered asset management platform delivering measurable investment intelligence
62% Faster Portfolio Monitoring
Unified cross-asset views eliminated manual tracking delays
3× Forecasting Accuracy
AI-driven trend analysis improved predictive confidence
45% Fewer Tracking Errors
Automated data normalization reduced manual mistakes
Higher Engagement
Real-time alerts and insights increased daily platform usage
Improved ROI Potential
Smarter allocation through AI portfolio optimization
They translated scattered requirements into a unified, scalable solution that delivers real-time insights across asset classes.
Challenges
Why It Mattered?
By unifying fragmented investment data into a single AI-powered portfolio management platform, investors gained faster insights, reduced risk exposure, and improved decision-making across all asset classes.
Our Approach-
We focused on building a scalable, intelligence-first portfolio management system.
Our Tools:
AI/ML
- Time-series Forecasting
- Anomaly Detection
- Portfolio Optimization
Data Feeds
- Market APIs
- Crypto Exchanges
- Real Estate Valuation APIs
Backend
- FastAPI
- Node.js
- Python
Frontend
- React.js
- Next.js
- Mobile Application
Databases
- PostgreSQL
- Redis
- Time-Series Database
Infrastructure
- Docker
- AWS
- Kubernetes
- CI/CD
Before & After
Replacing manual, disconnected tracking methods with AI-driven portfolio intelligence transformed how investors monitor risk, forecast performance, and optimize returns.
| Feature / Metric | Before – Fragmented Tracking | After – Unified AI Platform |
|---|---|---|
| Portfolio Visibility | Scattered across tools | Unified cross-asset dashboard |
| Tracking Speed | Slow, manual | 62% faster with automation |
| Forecast Accuracy | Low accuracy | 3× improvement with AI |
| Risk Awareness | Reactive insights | Real-time predictive alerts |
| User Engagement | Low | High with AI insights |
| Decision Quality | Incomplete data | AI-driven recommendations |
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