Development of a Real-Time Investment Portfolio Management SaaS Platform

Medium Priority
SaaS Development
Investment Securities
👁️22747 views
💬1757 quotes
$25k - $75k
Timeline: 12-16 weeks

We are seeking a skilled SaaS development team to create a cutting-edge platform for real-time investment portfolio management. This platform will enable investment firms to seamlessly manage, analyze, and optimize portfolios with AI-driven insights and robust security features.

📋Project Details

Our SME company in the Investment & Securities industry is embarking on a project to develop an innovative SaaS platform designed for investment portfolio management. The aim is to empower investment firms with real-time data analytics, AI integration for predictive insights, and advanced reporting capabilities. The platform will leverage key technologies such as Microservices, Kubernetes, Redis, ElasticSearch, and WebSockets to ensure scalability, speed, and reliability. Integration with Stripe and Auth0 will facilitate secure transactions and user authentication. The solution will feature an API-first design and support multi-tenancy to accommodate diverse client needs. Real-time collaboration capabilities will enhance team productivity, and the no-code/low-code environment will allow users to customize dashboards and workflows easily. We are focused on deploying a minimum viable product within a 12-16 week timeline, with a budget of $25,000 to $75,000.

Requirements

  • AI integration for predictive analytics
  • Secure user authentication with Auth0
  • API-first architecture
  • Multi-tenancy support
  • Real-time collaboration features

🛠️Skills Required

Microservices
Kubernetes
Redis
ElasticSearch
WebSockets

📊Business Analysis

🎯Target Audience

Investment firms, asset managers, and financial advisors seeking efficient tools for portfolio management and optimization.

⚠️Problem Statement

Investment firms struggle to manage and optimize portfolios effectively due to fragmented data systems, lack of real-time insights, and limited customization options.

💰Payment Readiness

The industry is experiencing regulatory pressure for transparency and reporting, alongside a demand for advanced analytical tools to gain a competitive edge.

🚨Consequences

Without this solution, firms may face inefficiencies, compliance challenges, and reduced client satisfaction, which could lead to lost revenue and market share.

🔍Market Alternatives

Current solutions are often expensive, lack customization, and do not offer real-time analytics or seamless integrations, leaving a gap for more agile and cost-effective platforms.

Unique Selling Proposition

Our platform offers a unique combination of real-time analytics, customizable AI-driven insights, and seamless multi-tenant architecture at a competitive price point.

📈Customer Acquisition Strategy

We will target investment firms through industry conferences, targeted digital marketing campaigns, and strategic partnerships with financial technology influencers.

Project Stats

Posted:August 1, 2025
Budget:$25,000 - $75,000
Timeline:12-16 weeks
Priority:Medium Priority
👁️Views:22747
💬Quotes:1757

Interested in this project?