Real-Time Portfolio Intelligence Platform
We built a real-time portfolio management platform on Next.js and Node.js with WebSocket-driven market data feeds, AI-powered risk scoring, and automated client reporting. The system processes 50,000+ data points per second with sub-200ms latency, and generates white-labelled PDF reports on demand.
The Challenge
Meridian Wealth, a London-based investment advisory firm managing over 800 client portfolios, was relying on spreadsheets and overnight batch processing. Portfolio managers couldn't react to intraday market shifts, and client reporting took three days to generate.
Our Solution
We built a real-time portfolio management platform on Next.js and Node.js with WebSocket-driven market data feeds, AI-powered risk scoring, and automated client reporting. The system processes 50,000+ data points per second with sub-200ms latency, and generates white-labelled PDF reports on demand.
The Result
Portfolio rebalancing time reduced from 3 days to 4 hours. Client NPS increased from 34 to 71 within the first quarter.
Measurable Impact
The numbers speak for themselves
Rebalancing Time
Client NPS
Data Processing
50,000+ data points/sec
System Latency
<200ms
Key Features & Capabilities
What made this solution stand out
Real-time portfolio tracking with sub-200ms latency
AI-powered risk scoring engine
Automated white-labelled PDF report generation
WebSocket market data feeds processing 50,000+ data points/second
Multi-portfolio dashboard with drill-down analytics
Compliance audit trail and regulatory reporting
Timeline
4 months
Total project duration
Team Size
8 people
Dedicated project team
Technologies
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