Our Case Studies

Investment Portfolio Management System

A comprehensive system enabling precise, real-time management of complex investment portfolios.

Softlabs Group developed a SaaS-based investment portfolio management platform for Accompt, streamlining tracking, reporting, and management of diverse assets such as stocks, mutual funds, real estate and bullion. The solution enables real-time insights and simplified management.

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Industry

Fintech

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App Type

SAAS

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Methodology

Agile Scrum

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Platform

Mobile Application, Web Application

Client Intro

Accompt, a client with operations in Zambia and India, envisioned a robust SaaS platform to manage personal and business investments.

Their goal was to create an integrated solution capable of tracking various asset types—listed and unlisted stocks, mutual funds, bullion, real estate, loans and more—while offering deep insights for strategic decision-making. Softlabs Group was tasked with building this multi-asset management system.

Country

country flagIndia

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The Need for Innovation


01
Rising Complexity in Multi-Asset Investments

Global wealth management is evolving, with assets like mutual funds, stocks and real estate growing by 25% since 2020, demanding digital solutions.

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02
Fragmented Investment Management

Traditional platforms often fail to offer consolidated tracking for diverse assets, forcing users to juggle multiple systems.

03
Demand for Real-Time Tracking and Reporting

Investors and businesses require instant access to performance data and accurate reports to make informed decisions.

What we Built

Softlabs Group designed a SaaS investment platform using React JS, .NET Core, MySQL.

The system integrates modules for stocks, mutual funds, bullion, real estate, and more, with seamless handling of complex transactions. Users can monitor all investment types from a single interface and access detailed reports, aiding strategic portfolio decisions.

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Detailed Explanation of How it Works

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Multi-Asset Dashboard

Users Access Multi-Asset Dashboard

Investors log in to view consolidated data for all investment types, including real estate, stocks, and bullion.

Data Synchronization

Real-Time Data Synchronization

The system connects to live stock market feeds and updates portfolio data instantly, ensuring accurate insights.

Process Transactions

Advanced Algorithms Process Transactions

Sophisticated logic handles buys, sells, loans, and advances, ensuring accurate balance and profitability tracking.

Reports and Analytics

Reports and Analytics Generated

Users access detailed reports on profitability, risk, and performance across asset types, supporting strategic decisions.

Simplifies Complex Data

User Interface Simplifies Complex Data

Data is presented intuitively, allowing investors to manage personal, family, and business portfolios easily.

SaaS Infrastructure

Scalable SaaS Infrastructure

The platform supports growing user bases and data volumes, ensuring performance and reliability.

Client Pain Points and Fixes


Challenges Client Faced

  • 01

    Managing diverse asset classes across separate systems

  • 02

    Ensuring accurate, real-time tracking and reporting

  • 03

    Designing an intuitive interface for complex data

  • 04

    Handling intricate investment transaction combinations

  • 05

    Scaling the system to handle growing user and data loads

How We Solved It

  • Integrated modules for multi-asset management in a unified SaaS platform

  • Built real-time tracking and advanced reporting capabilities

  • Designed a user-friendly interface that simplifies data complexity

  • Engineered algorithms to manage complex transactions with precision

  • Used scalable architecture with .NET to support expansion.

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What we Achieved

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1

Delivered a unified SaaS platform for managing multi-asset investments

2

Improved accuracy and timeliness of tracking and reporting

3

Simplified management of complex transactions and portfolio data

4

Enabled strategic decision-making with deep analytics tools

5

Supported global business expansion with scalable infrastructure

AI Features
Implemented

A solution originally built for transport safety is now adaptable across industries:

Entity

Entity and multi-asset management modules

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Real-time stock market integration and data tracking

transaction processing

Advanced algorithms for transaction processing

performance reporting

Detailed profitability and performance reporting

complex portfolio

User-friendly interface for complex portfolio oversight

Scalable architecture

Scalable architecture supporting business and personal use

Project Result


This Solution also Fits for


Wealth Management
Wealth Management Firms

Manage diverse client portfolios with real-time tracking and deep analytics.

Consultants
Financial Advisors and Consultants

Offer clients a unified view of assets, liabilities and profitability.

Corporate Treasury
Corporate Treasury Teams

Oversee company investments and optimize liquidity with real-time insights.

Office Management
Family Office Management

Handle complex family wealth portfolios with integrated management tools.

Technologies Used

Frontend
React JS

React JS

Backend
Dot Net Backend

.Net Core

Database
MySQL

MySQL

Integration
Payment gateways Integration

Payment gateways

stock market Integration

stock market data

20+

Years of Experienced

25+

Countries

2000+

Clients

5000+

Projects

Other Case Studies


At Softlabs Group, we take pride in solving complex business challenges with innovative and reliable solutions. Our case studies showcase how we’ve empowered clients across industries with tailored software that delivers measurable results and drives success.

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FAQs


Our system integrates multiple asset classes into a single platform, with sophisticated algorithms to handle complex transactions and reporting.

Yes, it synchronizes with stock market feeds and integrates payment updates for accurate, timely insights.

Absolutely. The system supports individual, family and business-level portfolios, offering a consolidated view.

Our reporting tools provide detailed profitability, risk, and performance analytics, helping users make informed decisions.

Yes, AWS cloud architecture supports scalable deployment and performance optimization as user numbers increase.

Yes, it supports API-based integrations with payment gateways, CRM tools and external data sources.

We provide comprehensive deployment, training and ongoing technical support to ensure smooth operations.

Data is encrypted in transit and at rest, with role-based access controls and audit logs.

The full system was developed over two years, but smaller deployments can be implemented in 10–12 weeks.

With expertise in fintech, complex data handling and scalable system design, Softlabs Group delivers high-quality, future-proof investment platforms.

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