PortIQ 360 – Intelligent Portfolio & Wealth Management System
+50%
Advisor Efficiency
-80%
Reporting Time
99.9%
Data Accuracy
Industry
Wealth Management / FinTech
Services
Web Development, AI/ML Integration, Analytics & BI
Tech Stack
React.js, Node.js, PostgreSQL, AWS
Duration
5 months
What Needed to Change
PortIQ 360 served wealth management advisors and their HNI clients who were managing diversified portfolios across equities, mutual funds, bonds, real estate, and alternative assets using a combination of disconnected broker portals, Excel trackers, and legacy PMS software.
Advisors spent excessive time manually consolidating statements from multiple sources into client-presentable reports — a process taking 2–3 days per client per quarter. SEBI-mandated reporting was compiled manually and prone to errors. Clients had no digital interface to view their consolidated portfolio, making engagement between meetings virtually zero. Predictive modeling and risk-adjusted return analysis were entirely absent from the workflow.
How We Solved It
Brihat Infotech built PortIQ 360 as a unified wealth management platform with multi-asset aggregation, AI-driven advisory, and client-facing portfolio visibility. The Multi-Asset Integration Engine connected to broker APIs, registrar data feeds, and bank statements to pull all holdings into a single consolidated view — equities, MFs, bonds, PMS, and unlisted assets. AI Advisory Engine analyzed portfolio composition against the client's stated risk appetite, financial goals, and time horizon — generating rebalancing recommendations, tax-loss harvesting opportunities, and SIP optimization suggestions. SEBI-compliant reporting was auto-generated on schedule with one click. Client Portal provided HNI clients with a mobile and web interface showing live portfolio value, asset allocation, transaction history, and performance against benchmarks. Advisors gained CRM tools to track client meetings, follow-ups, and review calendars.
What We Built
React.js integration and configuration
Node.js integration and configuration
PostgreSQL integration and configuration
AWS integration and configuration
Broker API Integrations integration and configuration
CDSL/NSDL Data Feeds integration and configuration
AI Portfolio Advisory Engine integration and configuration
SEBI Reporting Module integration and configuration
The Results
+50%
Advisor Efficiency
-80%
Reporting Time
99.9%
Data Accuracy
+35%
Investor Retention
Lessons We're Taking Forward
Understand before you build
The most expensive engineering mistakes happen when teams skip the problem-understanding phase. We invest heavily in discovery before writing code.
Boring technology ships faster
Proven stacks with strong community support reduce debugging time significantly compared to bleeding-edge choices that look impressive on paper.
Operational excellence is a feature
Logging, alerting, and runbooks are not afterthoughts. They're the difference between a 3-hour outage and a 3-minute fix.
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