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FinTech: Unifying Operations with a Custom SaaS Platform

Client: Financial Advisory • Objective: Centralize portfolios, CRM, and data in a secure, scalable SaaS
FinTech SaaS unified dashboard
0%
Advisor Efficiency
0%
Data Integrity
0x
Scalability
0%
Client CSAT

Project Overview

A financial advisory startup relied on disconnected tools for portfolios, CRM, and market data. We built a unified SaaS with a secure client portal, real‑time data, and admin controls.

Challenges

  • Fragmented workflows across portfolios, CRM, reporting
  • Manual data reconciliation with frequent errors
  • No scalable foundation for growth

Neuradigi Solution

We delivered a microservices‑based platform with a central dashboard and a secure client portal.

1
Central Dashboard: 360° view for portfolios, CRM, tasks, and reporting.
2
API Integrations: Market data, custodians, and KYC/AML services.
3
Client Portal: Performance, statements, and secure messaging.

Business Outcomes

  • Advisor efficiency improved by 30%
  • Client satisfaction increased by 20%
  • 5x headroom for user and data scale

Approach & Architecture

  • Data Layer: Normalized portfolio, client, and market data with event sourcing.
  • Services: Microservices with API gateway, auth, and rate limiting.
  • Cloud: Dockerized services on AWS with CI/CD pipelines.
  • Security: RBAC, audit logs, and encryption in transit/at rest.
High-level architecture for unified FinTech SaaS

Our advisors finally have one place for everything. Clients love the portal and we can scale with confidence. Game‑changer.

Founder, FinTech Advisory
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