Hospitality & FinTech
Automated Tip Management Platform
Tip Sheet
Read case study
All Case Studies
Finance & Investment
Investment Portfolio Portal
QTECX
Timeline
9 mo
Team
4
Launch
Q1 2022
Overview
The Challenge
QTECX manages investment portfolios across multiple asset classes for a growing base of private investors. Their existing workflow relied on periodic PDF reports and phone calls -- investors had no self-service access to their holdings, transactions, or performance data.
The business needed a secure, real-time portal where investors could log in and see their complete financial picture: current holdings, historical transactions, dividend distributions, and portfolio performance over time. The data lived in FinPower, a specialised investment management system, and needed to be surfaced through a modern digital experience.
Beyond the web portal, QTECX also wanted a native mobile experience for iOS and Android, allowing investors to check their portfolios on the go. Security was paramount -- this is financial data with strict regulatory requirements around access control and data handling.
Solution
What We Built
We built a full-stack investment portal with Angular on the frontend and NodeJS on the backend, deployed as serverless functions on AWS Lambda behind API Gateway. MySQL on RDS handles the persistent data layer, with scheduled sync jobs pulling the latest portfolio data from FinPower Connect's API.
The web application was wrapped with Capacitor JS to produce native iOS and Android apps from a single codebase. This approach gave us a consistent experience across all platforms while keeping the team small and development velocity high.
Authentication uses multi-factor security with session management designed for the sensitivity of financial data. Role-based access controls ensure investors see only their own portfolios, while administrators have a separate dashboard for managing accounts and generating compliance reports.
Tech Stack
AngularNodeJSMySQL/RDSCapacitor JSAWS LambdaAPI GatewayServerless
Key Features
What makes it work
01
Real-Time Portfolio View
Live dashboard showing current holdings, valuations, and allocation breakdowns across all asset classes in a single view.
02
Transaction History
Complete searchable history of all transactions -- purchases, sales, distributions, and fees -- with export functionality.
03
Performance Analytics
Interactive charts showing portfolio performance over custom time ranges with benchmarking against market indices.
04
Cross-Platform Native Apps
iOS and Android apps built from a single Angular codebase using Capacitor, delivering native performance and push notifications.
05
Secure Authentication
Multi-factor authentication with session management designed for financial-grade security and regulatory compliance.
06
Admin Dashboard
Back-office portal for managing investor accounts, reviewing activity logs, and generating regulatory compliance reports.
Integration
Connected ecosystem
FinPower Connect
Bi-directional API integration with FinPower, the core investment management system. Scheduled sync jobs pull portfolio data, transactions, and valuations into the portal in near real-time, ensuring investors always see their latest positions.