Strategy and Solutions

Zymr engineered a modern portfolio management solution hosted on AWS, tailored for hybrid advisory models. The platform offered real-time portfolio performance dashboards, automated rebalancing based on client mandates, and AI-driven risk scoring based on market trends. We integrated data feeds from multiple custodians, brokerage APIs, and market data providers. A reporting engine was embedded to auto-generate SEC/FINRA-compliant disclosures and personalized performance summaries. Zymr also built a secure mobile interface to give clients instant access to their investments, risk exposure, and advisory updates.

About the Client

A fast-growing digital wealth management firm serving individual investors and family offices in the U.S., the client aimed to launch a tech-driven investment platform to attract younger, tech-savvy clients while maintaining high compliance and performance tracking standards.

Key Outcomes

Assets under management (AUM) grew by 25% in the first quarter.

Regulatory reporting turnaround dropped from two weeks to 48 hours.

Business Challenges

The client struggled with siloed portfolio data across multiple custodians, limited automation in portfolio rebalancing, and outdated client reporting tools. Manual processes delayed quarterly performance reviews, and compliance checks were time-consuming. The absence of a unified platform limited the firm’s ability to scale offerings or introduce new advisory models like ESG-focused portfolios and robo-advisory.

Business Impacts / Key Results Achieved

The platform reduced client onboarding time by 60% and eliminated 80% of manual rebalancing workflows. Advisor productivity improved by 35%, and client satisfaction surged due to personalized insights and mobile transparency. The firm attracted 5,000+ new users in the first six months post-launch.