FinTech & Finance
FinTech Investment Platform for a Swiss Asset Manager
A secure, regulation-compliant investment portfolio platform built for a Swiss asset management firm — managing €2.4B in client assets across 18 European markets.
Client
Confidential (Asset Management, Zurich)
Industry
FinTech & Finance
Technologies
Background
A Swiss-based asset management company approached us to rebuild their client-facing investment platform. The existing solution was a third-party white-label product that could not be customised and was losing ground against more modern competitors.
Solution
We delivered a fully custom platform built to FINMA and MiFID II compliance requirements. The architecture was designed from day one for auditability — every action is immutably logged, all calculations are versioned, and the system produces regulatory reports automatically.
The frontend is a React SPA with real-time portfolio valuation, interactive performance charts, and a document vault for client communications. The backend exposes a versioned REST API consumed by both the web app and the client's mobile applications.
Security & Compliance
End-to-end encryption for all client data, role-based access control with four-eyes approval for any fund operation, and automated reconciliation against custody bank feeds. Penetration testing was conducted by an independent firm before go-live.
Outcome
The platform is now live in production, managing €2.4B in AUM. Client onboarding time was reduced from 5 business days to 48 hours. The asset manager saved CHF 380,000 annually by replacing the legacy third-party licence.