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Shivacha FinTechWeb2 FinTech

Portfolio Management Platform

Portfolio management systems: positions, valuations, performance attribution, compliance checks and order generation.

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Payment · pay_8F2k
Illustrative
  1. Client
  2. API
  3. Identity & KYC
  4. Risk & compliance
  5. Payment gateway
  6. Ledger
  7. Settlement

Journal entry · balanced

AccountDebitCredit
Customer funds120.00—
Merchant payable—118.20
Fee revenue—1.80
Bank rails Cards Wallets Payouts

Overview

Portfolio managers need accurate positions, valuations and analytics to make and implement decisions. We build portfolio management systems with real-time positions, multi-asset valuations, performance and attribution analysis, pre-trade compliance checks, model-driven order generation and integration with order management and custodians.

Common use cases

  • Asset manager PMSPortfolio management for investment teams.
  • Multi-asset portfoliosEquities, fixed income, funds and alternatives.
  • Model-driven managementPortfolios managed against models.
  • Treasury portfoliosCorporate treasury investment tracking.

Quick answers

Portfolio Management Platform at a glance

The essentials in brief. Every project is scoped individually — ask us for specifics.

What is portfolio management platform?
Portfolio management systems: positions, valuations, performance attribution, compliance checks and order generation.
Who is it for?
Typically neobanks, payment companies, lenders, wealth platforms and financial institutions building or modernising customer-facing and back-office systems.
What does Shivacha provide?
  • Position keeping
  • Valuation
  • Performance & attribution
  • Pre-trade compliance
  • Order generation
  • Reconciliation
Which technologies are used?
Java, Python, Apache Kafka, PostgreSQL, ClickHouse, React — chosen to fit your stack and constraints.
How does the process work?
Proposition design → Portfolio engine → Trading integration → Investor experience → Operations.
What affects the cost?
  • Banking, card, payment and KYC partners to integrate
  • Ledger and reconciliation complexity
  • Number of currencies, countries and payment rails
  • Compliance, reporting and audit requirements
  • Mobile, web and back-office scope
  • Availability and disaster-recovery targets
How long does it take?
A regulated-market MVP usually takes 4–7 months including partner integrations; extensions to an existing platform can ship in weeks.
How do I get started?
Share a short brief in the form below, book a 30-minute call or message us on WhatsApp. A senior engineer replies within one business day; NDA on request.

Capabilities

What we deliver

Position keeping

Real-time and end-of-day positions.

Valuation

Pricing feeds and valuation methods.

Performance & attribution

Returns analysis by factor and sector.

Pre-trade compliance

Mandate and limit checks.

Order generation

Rebalance and trade proposals.

Reconciliation

Positions against custodian records.

Architecture

Engineered right from day one

The layers we typically design for investment & wealth technology, adapted to your stack and partners.

  • Data accuracyPositions reconciled daily against custodian records.
  • Market data licensingDisplay and redistribution rules respected by design.
  • Suitability workflowsRisk profiling and suitability checks captured with audit trails.
  • Performance at openOrder and data systems sized for market-open spikes.
Investment & Wealth Technology · reference architecture
5Experience
Investor appAdvisor consoleReporting portal
4Advice
Risk profilingModel portfoliosRebalancingGoals
3Trading
Order managementExecution routingAllocations
2Portfolio core
PositionsPerformanceCorporate actionsFees
1Partners
CustodiansBrokersMarket dataFund administrators

Delivery

How an engagement runs

  1. 1

    Proposition design

    Target investors, products, advice model and partner custodians and brokers.

  2. 2

    Portfolio engine

    Positions, valuations, performance and fee calculation.

  3. 3

    Trading integration

    Order flows, execution partners and reconciliation.

  4. 4

    Investor experience

    Onboarding, dashboards, reporting and notifications.

  5. 5

    Operations

    Back-office, corporate actions and statement generation.

Security

Security built into delivery

Controls we apply by default on this kind of work — not a separate phase at the end.

Ledger integrity

Double-entry, immutable journals and daily reconciliation against partners.

Idempotent money movement

Every payment operation safe to retry, with no double-spend.

Access control

Maker-checker approvals, least privilege and full audit logging.

Data protection

Encryption in transit and at rest, tokenised card data and PCI-aware architecture.

Technology

Tools we use for this

JavaPythonApache KafkaPostgreSQLClickHouseReactWebSockets
Industries:
FinTechBankingEnterprise

Products

Start from a platform

All products
Web2 FinTech

Shivacha Digital Bank

A configurable digital banking platform for banks and licensed partners.

Learn more
Tokenization

Shivacha RWA Platform

Issue, manage and distribute real-world asset tokens end-to-end.

Learn more

Related services

Often combined with

Web2 FinTech

Wealth Management Platform

Wealth management platforms for advisors and clients — portfolios, planning, reporting, onboarding and custodian integration.

Learn more
Web2 FinTech

Investment Platform Development

Retail and professional investment platforms: onboarding, trading, portfolios, market data and investor reporting.

Learn more
Web2 FinTech

Robo-Advisory Platform

Robo-advisory platforms with risk profiling, model portfolios, automated rebalancing, goal tracking and tax-aware features.

Learn more

Dedicated team

FinTech Engineering Team

Engineers experienced in ledgers, money movement and financial partner integrations.

View teamBuild This Team

Work & insights

Related thinking

Reference architecture

Ledger-first architecture for a partner-bank neobank

How we structure a neobank so that balances always reconcile with the sponsor bank and partners can be added or replaced.

Learn more
Reference architecture

Tokenized fund units with on-chain eligibility

How we structure a fund tokenization platform where only eligible investors can hold or receive units.

Learn more
Insight · 10 min

Your ledger is your product: designing money movement that always reconciles

Fintech products are judged on experience but survive on correctness. A double-entry ledger at the core is what makes balances provable.

Learn more

FAQ

Frequently asked questions

Does the PMS support alternative assets?

Yes, with manual and periodic valuation workflows for illiquid assets.

Can compliance rules be configured?

Yes — mandate, concentration and restriction rules are configurable by compliance teams.

Do you provide investment advice?

No. We build the technology for advice and investment products. Advice, suitability rules and investment decisions are the responsibility of licensed firms using the platform.

Can you integrate with multiple custodians?

Yes. Custodians and brokers are integrated through adapters so the platform can work with more than one.

Next step

Discuss Your FinTech Product.

Tell us about your portfolio management platform requirements — goals, timeline and constraints. We will reply with questions, an approach and next steps.

  • Senior engineer reads every enquiry
  • Reply within one business day
  • NDA on request

Prefer to talk first?

Book a 30-minute call, or message the nearest team on WhatsApp.

Book a Call

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