Portfolio & Order Management Platform for a US Investment Firm

A leading US-based investment management company needed a more efficient way to manage multiple portfolios, orders, and SMAs. Their existing workflows relied heavily on manual processes, Excel sheets, and disconnected third-party tools, slowing down execution and increasing operational risks. Launch90 helped them design, build, and scale a custom web platform that now serves as their core operational system.

The Challenge

The firm’s strategists, fund managers, and analysts all used different systems for managing data and trades.
Key issues included:

Manual portfolio tracking and order reconciliation
Lack of role-based access and user visibility
No unified dashboard for firm-wide performance
Delayed reporting and compliance bottlenecks

They needed a secure, centralized platform that brought everything from SMA-level orders to firm-wide analytics, under one system.

Our Approach

We began with a 90-day MVP, focusing on building and validating the most critical workflows:

Portfolio creation and tracking
Order management and execution
Multi-user roles and permissions
Market data integration for live updates

After the MVP proved successful in internal use, we transitioned into scaling the system, expanding features and robustness while maintaining the same clean architecture.

The Solution

Our solution evolved into a full-scale portfolio and order management web application with:

Advanced role-based access for strategists, fund managers, and analysts
Automated trade reconciliation and compliance checks
Real-time dashboards with key portfolio metrics and market data
Multi-level account management for SMAs and firm-level views
Integrations with third-party brokerage APIs and internal reporting tools
Audit logs and version control for full traceability

The product was built with scalability and modularity in mind, allowing new features to be added easily as the firm grows.

Results

✅ 60% faster operations through automation and workflow consolidation
✅ Full transparency for all user roles and compliance staff
✅ Streamlined trade lifecycle from idea to execution
✅ Adopted firm-wide as the core daily operations platform
✅ Currently being demonstrated to other hedge funds with strong feedback

Tech Stack

React · Node.ts · DynamoDB · AWS Lambda · REST APIs · High-performance charting & reporting libraries

Impact

This project proved that even in highly regulated financial environments, the MVP-first approach delivers real business value quickly.
By starting small and validating core flows early, the firm gained early traction internally, paving the way for a scalable, production-ready system without over-engineering.

Key Takeaway

Starting with a focused MVP helped turn a fragmented workflow into a scalable operational platform, proving that even complex financial systems can be delivered fast, predictably, and without surprises.