Quantflo: a portfolio management system for financial professionals
ScalaCode built a portfolio management system for Quantflo, used by financial professionals who manage many clients and portfolios. It covers fund management, public investment models and strategic asset allocation, with separate administrative and user roles.
Quantflo, a portfolio platform for financial professionals
Quantflo needed a platform where financial professionals could manage client accounts and investment portfolios in one place. It had to stay easy to use, grow with the number of clients and portfolios, process data quickly and keep financial information secure.
What a portfolio platform for professionals has to handle
Complex data in a simple interface
Portfolio work involves heavy data processing, and the interface still had to be easy for everyday users.
Security for financial data
Sensitive client and portfolio information had to be protected to a high standard.
Growth in clients and portfolios
The platform had to expand as client numbers and portfolio volumes grew while keeping processing fast.
A React platform with role-based access
A React and Redux web application with separate admin and user roles, tested with Jest and Cypress.
- 01
Admin and user roles
Distinct roles give each level of user the access and control it needs.
- 02
Multi-client management
Advisers handle several client accounts and their portfolios from one workspace.
- 03
Portfolio and fund handling
Tools for building and managing a wide range of investment portfolios and funds.
- 04
Investment and allocation models
Modelling tasks for public investment insights and strategic asset allocation support decisions on how assets are distributed.
- 05
Secure authentication
Auth-based security features protect user data.
- 06
Automated testing
Jest unit tests and Cypress browser tests check functionality before each release.
Clients, portfolios and models in one platform
Financial professionals manage multiple clients and portfolios, run public investment and strategic asset allocation models, and work under access controls that match their role.
admin and user access
automated testing
What Quantflo runs on
ReactJS, Redux
Jest, Cypress
Plan a build like Quantflo for your business
- 30 minutes with the ScalaCode team
- What is realistic, what it costs and how long it takes
- You decide afterwards whether to build with us
