Finance & Investment

Investment Portfolio Portal

QTECX

Timeline

9 mo

Team

Launch

Q1 2022

Overview

The Challenge

QTECX managed private investment portfolios with PDF reports and phone calls — investors had no self-service visibility into their holdings, transactions, or performance. The data lived in FinPower, a specialised investment management system, and needed to be surfaced through a modern, secure digital experience.

The ask: a real-time web portal and native iOS/Android app giving investors instant access to their complete financial picture — holdings, transactions, distributions, and performance analytics — with financial-grade security and MFA throughout.

Solution

What We Built

Angular frontend, NodeJS backend on AWS Lambda + API Gateway, MySQL on RDS. Scheduled sync jobs pull live portfolio data from FinPower Connect. The same Angular codebase ships as native iOS and Android apps via Capacitor, keeping the team lean and the experience consistent across all devices.

Multi-factor authentication with role-based access ensures investors see only their own data. Administrators get a separate back-office dashboard for account management, activity review, and regulatory reporting.

Tech Stack

AngularNodeJSMySQL/RDSCapacitor JSAWS LambdaAPI GatewayServerless

Key Features

What makes it work

Real-Time Portfolio View

Live dashboard showing current holdings, valuations, and allocation breakdowns across all asset classes in a single view.

Transaction History

Complete searchable history of all transactions -- purchases, sales, distributions, and fees -- with export functionality.

Performance Analytics

Interactive charts showing portfolio performance over custom time ranges with benchmarking against market indices.

Cross-Platform Native Apps

iOS and Android apps built from a single Angular codebase using Capacitor, delivering native performance and push notifications.

Secure Authentication

Multi-factor authentication with session management designed for financial-grade security and regulatory compliance.

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.