FundWealth Digital Investment Management System
We develop robust portfolio management dashboards, automated investment builders, and compliance analytics.
Domain Overview
FundWealth is an enterprise investment platform built to manage mutual fund operations, automate Systematic Investment Plans (SIPs), and consolidate client portfolios.
Problem Statement
Fund managers struggled with fragmented client accounts, delayed Net Asset Value (NAV) updates, and manual commission tracking.
Portfolios
Delayed valuations and static tables made portfolio performance checks slow for clients.
Transactions
SIP execution and bank settlement verification processed on batch schedules, delaying holdings ingestion.
Advisors
Commission schedules and client logs managed on spreadsheets, causing audit gaps.
Understanding User Need
Investors need mobile-friendly SIP trackers and transparent fees. Managers need real-time asset allocations and compliance reports.
Research Outcomes
Order execution speeds improved, accelerating customer portfolio adjustments
Manual onboarding and verification overhead dropped using automated checks
Investor support requests decreased due to real-time SIP status tracking
Product Architecture
Centralized transaction pipelines and data-sync layers routing through secure API endpoints.
Onboard & Invest
Investors configure accounts; automated KYC engines verify profile credentials.
Portfolio Sync
Data feeds push live NAV valuations and calculate asset weights across holdings.
Automate SIPs
Payment schedulers trigger recurring checkouts and record unit additions automatically.
Tech Stack
React user dashboard interfaces with high-density financial data charts
Node.js services with GraphQL interfaces for low-latency portfolio queries
PostgreSQL database for investor profiles with Redis caching for NAV caches
Our Mutual Fund Tech Development Services
At Furation Tech Solutions, we deliver innovative solutions that enhance user experiences, streamline operations, and ensure compliance with industry standards.
Portfolio Performance Dashboards
Provide clients with clean charts showing asset allocation, transaction logs, and performance graphs.
Automated SIP Engines
Payment integration schedulers executing recurring checkouts and recording fund allocations automatically.
NAV Tracking Telemetry
Low-latency data updates reflecting Net Asset Value changes across mutual fund assets.
Advisor Client Managers
Equip mutual fund advisors with dedicated customer dashboards, transaction logs, commission trackers, and communication suites.
Transaction Reconciliation
Automated daily bank settlement verification, routing buy/sell orders, and ledger updates for zero-error records.
Regulatory Reporting Tools
Pre-formatted, audit-ready compliance reporting engines meeting SEBI, AMFI, SEC, and central registry formats automatically.
Project Goals & Objectives
We develop secure mutual fund systems that simplify client onboarding and automate SIP collection.
Objective 01
Build a dynamic tracker to display real-time Net Asset Value (NAV) updates
Objective 02
Automate Systematic Investment Plan (SIP) execution and bank settlement sync
Objective 03
Provide advisors with secure dashboards to manage investor holdings
Design, Testing & Results
Design
Our design centers on clean data charts, clear transaction timelines, and simple portfolio grids.
Testing & Feedback
Beta evaluations simulated peak trading days to verify transaction handling speeds and database reliability.
Results
Unifying investor portfolios with automated transaction execution increases active AUM and reduces office overhead.
Investment tech development process
We follow strict transaction guidelines to construct secure mutual fund software.
Planning & Strategy
Defining the tech stack, architecture, timelines, and roadmap tailored to Mutual Funds goals.
UI/UX Design
Designing intuitive, patient- and provider-friendly interfaces for better engagement and usability.
Requirement Analysis
Understanding client needs, workflows, and compliance requirements like HIPAA, HL7, or GDPR.
Development
Building scalable, secure, and interoperable Mutual Funds software using industry best practices.
Integration
Seamless integration with third-party systems like EHR/EMR, wearable devices, billing platforms, etc.
Deployment
Smooth rollout across platforms with minimal disruption and full technical support.
Security Testing
Rigorous testing for functionality, data protection, and compliance with Mutual Funds regulations.
Maintenance & Support
Continuous support, updates, and monitoring for security and performance.
Meet our digital pirates
We're like a cool gang of idea creators, design wizards, and tech-loving superheroes. We love to team up, have a blast during our happy hours, and throw parties to cheer our amazing team wins, which happen all the time!
Meet Our TeamEngineering Ideas.
Delivering Impact.
We partner with ambitious businesses to design, build, and
scale digital products that create lasting value.