We work with you and your team to conceive, design, program, document, and test customized software that drives your business success.
Empower your company with custom mobile app solutions from certified professionals. Start your app development software project right away and reach your business goals.
Committed to your project, our dedicated development team provides the in-depth expertise and experience you need on a long-term basis for a successful project.
Rely on our experience and expertise to help you create a comprehensive IT strategy built on the latest technology to transform your business and exceed your customers’ needs.
Create engaging products and apps focused specifically on your users’ preferences and needs, and exceed their expectations.
Get comprehensive technical support across a variety of business domains and industries. Our engineers provide the support you need, regardless of software issues or complexity.
We are a leader in blockchain application development with a vast history of innovative distributed ledger solutions.
Companies partner with us for innovative financial software development. Get customer-centric Fintech solutions that differentiate you.
We create scalable, resilient, and customized AI-driven solutions that evolve with your business.
Overcome business challenges and fuel your growth with our full-cycle software development services and custom solutions.
The project involved building a specialized ecosystem for a multi-family office to manage home equity investments. The system enables forecasting for portfolios where the average family net worth exceeds $30 million.
The Client is a multi-family office and independent advisory firm that has provided personalized financial guidance to high-net-worth households for over 20 years. With long-standing client relationships and an average family net worth of $30M, they operate at the more complex end of private wealth management.
The investment team needed to scale their home equity portfolio without sacrificing accuracy. Every contract required careful analysis, and with data processing and risk evaluation done manually, the margin for error was uncomfortably high for a firm with fiduciary obligations at this level.
Traditional wealth management technology platforms are typically optimized for liquid assets like stocks and bonds. They do not account for the specific structure of home equity contracts.
The Client needed a solution capable of generating reports based on assigned contracts while supporting strategic tracking of both active and pending ownership positions.
The system required an architecture that is well-organized and able to manage the processing, validation, and valuation of the data at the contract level in one single workflow. It had to be centered on an automated ETL pipeline and have the ability to support the development of the forecasting models from historical data without compromising the accuracy of the data.
Mission was to create a dedicated digital wealth platform that addresses the specific operational and analytical challenges of managing home equity investment contracts. The goal was to provide functionality unavailable in standard wealth management technology platforms, particularly for tracking assigned contracts, forecasting performance, and supporting decision-making.
To ensure system reliability and data correctness during contract imports, valuation calculations, and third-party cross-validation processes. This wealth management solution had to maintain strict validation controls to prevent incorrect data from influencing reporting or forecasting results.
The delivery of the digital wealth management platform required a multidisciplinary engineering team with clearly defined responsibilities.
Project ManagerOversaw delivery timelines, stakeholder communication, requirement alignment, and scope control throughout the platform development lifecycle.
Solution ArchitectDesigned the system architecture, including the data validation framework, ETL logic, valuation workflow, and integration with third-party evaluation processes.
Back-end EngineersImplemented the core business logic using Python and FastAPI, created the ETL process, managed the contract data process, and created the valuation model infrastructure.
Front-End EngineersDeveloped the React and TypeScript-based interface, allowing for structured contract tracking, visualization of forecasts, and reporting.
QA EngineerValidated data integrity, tested the results of the valuation, tested the import process, and verified cross-validation mechanisms between internal and external datasets.
DevOps EngineerConfigured and maintained the AWS-based cloud infrastructure, managed containerization, and ensured system stability and deployment reliability.
This wealth platform is built on an automated ETL pipeline designed from the ground up for contract-based home equity investments. Where most wealth management technology platforms rely on generic import tools, this module enforces strict validation logic at every step before data moves to the valuation layer.
To keep the database clean, we built a structured workflow that handles contract data as it’s uploaded.
Schema Validation: The incoming files are validated against pre-defined structural templates to ascertain appropriate format, consistency, and completeness of the fields before processing the reports.
Hierarchical Location Verification: The system verifies that reports are placed within designated folders based on report type and originator. If a file is located incorrectly, the import process is halted.
Discrepancy Detection and Blocking Logic: In case of structural issues and misplacement of the report, the system automatically identifies the problem and prevents the database from being updated. A prompt is provided to the user to rectify the issue before reattempting the import.
The valuation model is the core of the wealth platform. It processes home equity contracts within the Client’s Alternative Strategies Fund and turns them into structured valuation outputs.
The model processes active and pending ownership contracts via the following mechanisms:
Spatial Mapping: The addresses of the contracts are mapped to Metropolitan Statistical Areas and Core-Based Statistical Areas to account for local market conditions.
Singular Query Dataset Generation: A single structured query pulls all contracts marked for valuation into one unified dataset, keeping outputs consistent across the entire fund.
To strengthen portfolio risk management and valuation reliability, the system includes a structured cross-verification mechanism.
External CSV Generation: The wealth platform automatically generates a formatted CSV dataset for submission to a third-party evaluator.
Parallel Internal Valuation: At the same time, the internal valuation model runs calculations on the identical dataset.
Manual Cross-Check Support: The platform enables a manual cross-check against third-party data. This way, the investment team can be sure that every valuation is sound before it’s finalized.
The user interface was built using React, Redux, and TypeScript to support structured contract tracking and forecasting visualization.
The dashboard enables:
Monitoring of active and pending contracts
Review of valuation outputs
Controlled management of imports
Structured reporting for investment oversight
Jelvix’s Backend engineers used Python and FastAPI to enable the scalability of contract data and valuation operations.
Data Processing Layer: Pandas is used to manipulate structured datasets within the valuation model.
Cloud Infrastructure: The application is hosted on the AWS cloud using EC2 and RDS to provide compute and relational database services.
Containerized Deployment: Docker ensures consistent deployment environments across development and production stages.
This architecture supports secure and scalable wealth management software development tailored to complex contract-based real estate investment portfolios.
Our development experts analyzed the client’s existing contract tracking and valuation workflow to define the system requirements and establish the logic for the automated valuation model.
We developed a comprehensive specification that includes details about the data structures, contract attributes, folder validation rules, and requirements for MSA/CBSA mapping within the valuation process.
The “Imports” module was implemented as an automated ETL pipeline with schema validation, folder hierarchy verification, discrepancy detection, and controlled retry mechanisms.
Development experts from Jelvix built the internal valuation model to process active and pending contracts. The system includes automated CSV generation for third-party evaluation and structured support for cross-verification.
The wealth platform was tested to ensure correct data mapping, valuation consistency, validation logic performance, and reliable cross-checking between internal and external datasets.
The system was deployed on AWS-based cloud infrastructure with containerization of environments to guarantee consistent system operation.
The project produced a purpose-built wealth platform for contract-based real estate investment portfolios. Where standard wealth management technology platforms fall short, this solution handled the specifics: tracking assigned contracts, managing pending ownership, and forecasting valuation outcomes.
The firm now operates from a centralized wealth management solution that cuts the operational risk tied to manual data handling, giving its team greater confidence in portfolio risk management decisions. Structured financial reporting automation and controlled cross-verification brought more transparency to valuations and laid the groundwork for long-term fund scalability.
The solution was delivered in full accordance with the defined SRS and technical scope.
Data Ingestion Is Automated and Error-ProofThe ETL pipeline validates schema, checks folder structure, flags discrepancies, and handles retries without manual intervention, eliminating a major source of operational risk.
Contract Valuations Run with Geographic PrecisionThe valuation engine processes both active and pending contracts with accurate MSA and CBSA mapping, giving the team localized analysis they could not reliably produce before.
Internal and Third-Party Review Happen in ParallelThe cross-verification engine generates CSV datasets for external evaluators at the same time internal valuations are processed, cutting the back-and-forth that used to slow down decision-making.
The Platform Runs on Stable, Scalable InfrastructureDeployed on AWS using EC2, RDS, and Docker, the system is built to grow with the fund without requiring significant re-architecture.
Consulting first with an industry leader before charging ahead means you’ll know your customers truly want your product instead of hoping they will.
Save up to 50% on development costs with enterprise-level software development solutions tailored to your specific needs. Build multi-faceted enterprise solutions that can easily withstand the highest loads, scale up in line with your business growth, and provide 99.98% availability.
Employ a dedicated development model to enhance your technology capacity, get access to domain expertise, and skyrocket growth. Get a result-driven R&D center tailored to specific business needs.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
We will contact you within 24 hours to discuss your project in more detail.
Please refresh the page and try again
This website uses cookies for analytics, personalization and advertising. By continuing to browse, you agree to our use of cookies. To learn more, click Cookie Policy
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.