Expanding an Investment Analytics Platform with New Capabilities for Private and Multi-Asset Portfolio Analysis

Project snapshot

We helped a leading quantitative investment analytics platform expand from public-market analysis to full portfolio coverage by delivering a dedicated full-stack engineering team that drives innovation, technical design, and end-to-end development.

A key step in the platform’s expansion from public-market analysis toward total portfolio coverage, the work enabled the client to automate private asset return modeling, ship a full advisor-facing feature set, and serve institutional clients across 22+ countries with greater analytical depth and control.

Business challenge

The platform had built a strong foundation for public market portfolio analysis — but institutional clients increasingly needed tools to manage mixed portfolios that included private assets alongside traditional holdings. This is a growing demand across capital markets and asset management, where total portfolio coverage has become a baseline expectation for institutional-grade tools.

At the same time, the platform was expanding into the registered investment advisor segment, which brought a distinct set of requirements: strategy governance, advisor-level permissions, and reporting structures that the existing product hadn’t been built for.

The combined pressure created a bottleneck and gaps:

• No automated pipeline for calibrating private asset return models — calibration was manual, slow, and impossible to run at scale
• No way for users to build portfolios combining public and private investments for unified analysis
• Advisor-facing features — strategy enforcement, portfolio filtering, permissions — were not yet built for the advisor segment
• Holdings data coverage was limited, with bond-level data, municipal geographic breakdowns, and fixed income metrics missing
• Portfolio composition views didn’t support multi-level strategy hierarchies

Our solution

We helped the client extend the platform’s analytical capabilities, accelerate feature delivery, and meet the growing demands of their institutional advisor segment — working across four areas.

Private asset return modeling

We built a fully automated quarterly calibration pipeline for the platform’s private asset return models, replacing a manual process that limited coverage. This kind of work sits at the core of modernizing data pipelines for investment operations — shifting from fragile, hand-maintained workflows to systems that run reliably at scale.

The pipeline runs on a set cadence with built-in surveillance and alerting, requiring no human intervention. Users can now analyze 200+ daily private asset return streams and build portfolios that combine public and private investments.

Advisor workflow tooling

We delivered the full feature set needed to onboard the institutional advisor segment: a dedicated home page, strategy enforcement in portfolio upload and allocation flows, multi-level portfolio visualization, holdings proxies, and scoped proxy and benchmark visibility at the user and view level.

Holdings data and analysis depth

We introduced individual bond data that unlocked new analytical blocks and metrics — including a municipal bond geographic breakdown, new fixed income metrics (Modified Duration, Tax Equivalent Yield, Spread Duration), and layered proxy support for higher-frequency private asset analysis.

Portfolio filtering and performance

We extended the reporting interface with portfolio filtering and block assignment, and delivered performance improvements to the permissions framework to support advisor-scale user volumes.

Technology stack

Business outcomes

The work expanded what the platform could offer institutional clients and advisors — moving it from public-markets-only analysis toward comprehensive portfolio coverage.

Key outcomes include:

• Private asset coverage at scale — 200+ daily return streams are now available for portfolio construction and analysis, with no manual maintenance required to keep models current
• Advisor segment launch-ready — the full feature set for the advisor segment was delivered, enabling the client to onboard institutional advisors with the governance controls and reporting depth they require
• Deeper holdings analysis — bond-level data, new fixed income metrics, and geographic breakdowns extend the platform’s analytical reach for fixed income-heavy portfolios
• More flexible portfolio interaction — users across the platform gained portfolio filtering, layered proxies, and multi-level strategy visualization that were previously unavailable