Project Overview
Developed an enterprise-grade wealth management system that enables financial institutions to manage client portfolios, perform risk analysis, and execute automated trading strategies. The platform handles billions in assets under management.
Key Features
- Portfolio management and rebalancing
- Risk analysis and reporting
- Automated trading strategies
- Client relationship management
- Regulatory compliance
- Performance attribution
- Tax-loss harvesting
Technical Implementation
- Microservices architecture with Spring Boot
- Angular frontend with NgRx
- Real-time data processing with Apache Kafka
- Time-series data in TimescaleDB
- Caching with Redis
- Container orchestration with Kubernetes
- CI/CD with Jenkins
Architecture Highlights
- Event-driven architecture
- CQRS pattern implementation
- Real-time market data integration
- Automated compliance checks
- High-availability design
- Disaster recovery planning
Impact
- Managing $5B+ in assets
- 99.999% system availability
- 40% reduction in operating costs
- Full regulatory compliance