Web AppFinTechData Visualization

Real-time Investment Dashboard for Wealth Management

WealthCore

Client

WealthCore

Industry

Financial Services

Platform

Web Application

About the App

WealthCore required a premium, institutional-grade dashboard for their wealth advisors. The previous platform froze when processing thousands of ticker updates per second. We built a React-based SPA optimized for heavy DOM manipulation, backed by a Node.js WebSocket server that streamed live market data directly to the client with sub-50ms latency.

Technologies Used

⚛️React
🟢Node.js
🔌WebSockets
🍃MongoDB
🐳Docker

✗Challenges

  • •Browser UI freezing under heavy real-time data loads.
  • •Complex charting libraries consuming too much memory.
  • •Strict financial compliance and data encryption requirements.

✓Solutions

  • •Implemented React windowing and virtualized lists for heavy data tables.
  • •Custom WebGL-accelerated charting solutions for smooth 60fps rendering.
  • •Node.js WebSocket gateway with binary payload compression.
  • •End-to-end encryption and SOC2 compliant infrastructure.

Measurable Results

<50msData Latency
$5B+AUM Managed
98%Client Satisfaction
-60%Memory Usage

Team Involvement

Role
Count
Product Manager
1
Frontend Architect
1
React Developers
2
Backend Developer
2
Security Auditor
1

Core Features of the Software

Live Market Streaming

Real-time ticker updates via WebSockets.

Advanced Portfolio Analytics

Deep insights into asset allocation and risk.

Custom Report Builder

Export pixel-perfect PDF reports for clients.

Role-based Compliance

Strict access controls based on advisor licensing.

Development Timeline

Project Start Time

Mar 2022

1
2

Project End Time

Sep 2022

Development Phases

1

Requirements & Compliance

4 Weeks

2

Data Pipeline Engineering

6 Weeks

3

Frontend Development

8 Weeks

4

Security Auditing

3 Weeks

5

Beta Launch

2 Weeks

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