All case studies
Financial Services · Case study
Institutional trading data platform, live in 6 months
A mid-market asset manager needed a unified data platform for portfolio analytics, risk, and compliance reporting across three trading desks. We delivered — with an audit trail regulators liked.
112
Reports auto-generated
<30s
Data freshness SLA
83%
Manual reconciliation eliminated
Challenge
Three trading desks each maintained their own spreadsheets for portfolio analytics, risk, and compliance reporting. Positions disagreed across desks, month-end reconciliation took a week, and regulators wanted an audit trail nobody could produce on demand.
Approach
- Canonical data model agreed across all three desks before any pipeline work started.
- Streaming ingestion from custodians, order management, and market data into a single lakehouse.
- Risk and analytics engine in Rust for deterministic, sub-second portfolio calculations.
- Immutable, point-in-time audit trail on every figure that reaches a regulatory report.
- 112 recurring reports templated and automated, with reviewer sign-off workflow.
Outcomes
- 112 reports generated automatically that were previously assembled by hand.
- Position data fresh within 30 seconds across every desk and report.
- 83% of manual reconciliation eliminated; month-end close down from a week to a day.
- Audit trail accepted in regulatory review without supplementary evidence requests.
Stack
RustPythonDatabricksKafkaAzure