FinTech Wealth Management Platform UK Discretionary Investment Manager

UK5 min readUpdated August 2025

Case Study

Region

Contract

Fixed Price

Tech Stack

100% transferred

Hire Us →

Overview

A UK discretionary investment manager with £840M AUM and 1,400 client portfolios needed to replace their legacy system.

Tech Stack

ReactNode.js/FastifyPostgreSQLRefinitiv (LSEG) Data APIBloomberg APIAWS

Compliance Standards

FCA RegulationsMiFID IIUK GDPRFinancial Services Act

Step 01Challenge

A UK discretionary investment manager with £840M in Assets Under Management and 1,400 client portfolios was struggling with a legacy system that couldn't handle real-time data processing, automated rebalancing, or compliance reporting. They needed a modern wealth management platform that could integrate with Refinitiv data, provide real-time portfolio analytics, and automate regulatory reporting to the FCA.

Step 02Our Approach

Real-time Portfolio Management

Built a modern portfolio management system with real-time data integration from Refinitiv (LSEG) for live market data, pricing, and analytics.

Automated Rebalancing

Implemented automated portfolio rebalancing algorithms that trigger when portfolios drift beyond predefined thresholds, reducing manual intervention by 85%.

Client Portal

Developed a secure client portal allowing 1,400 clients to view their portfolio performance, generate reports, and communicate with their advisors.

Regulatory Compliance

Built automated reporting engine that generates MiFID II and FCA required reports, reducing compliance team workload by 70%.

Step 03Results

Platform deployed in 16 weeks, £160,000 — 10% under budget.

Portfolio rebalancing time reduced from 3 days to 15 minutes.

Client satisfaction score increased from 72 to 89.

Regulatory reporting time reduced from 5 days to 2 hours.

Assets Under Management grew by 22% within 6 months.

Operational efficiency improved by 65%.

Client Testimonial

The new platform has transformed our business. We can now rebalance portfolios in real-time, our clients have unprecedented visibility into their investments, and we've reduced our operational costs by 40%. This is exactly what we needed to compete in today's market.

ClickMasters Case Study Team

Reviewed by James Whitmore, CTO