Transforming Portfolio Management through Data-Driven Finance Software Development for a Leading Financial Services Firm

Indium partnered with a top US-based financial consulting firm, managing $30 billion in assets, to streamline their portfolio management through a secure, data-driven software solution, enhancing real-time insights and operational efficiency.

The client, a prominent financial advisory firm with over 1,000 advisors, provides investment management, tax consulting, and financial training. They sought a centralized, efficient platform to manage portfolios securely and offer timely insights.

• Reliance on spreadsheets created inefficiencies and accuracy issues.
• Lack of real-time insights limited timely, data-driven investment advice.
• Existing methods posed data security risks for client portfolios.
• Need for a centralized system to manage portfolios and track performance.