Strategy and Solutions

Zymr developed a secure, cloud-based investment risk management platform built on AWS with microservices for risk modeling, compliance checks, and client reporting. Python-based risk algorithms were deployed using AWS Lambda. We unified data from portfolio systems into Redshift via ETL pipelines and implemented real-time dashboards with Tableau. Role-based access was enforced using AWS IAM, with encryption powered by AWS KMS. Regulatory rules were codified into dynamic policy engines that updated across regions.

About the Client

A global wealth management and investment advisory firm with $50B+ in assets under management, operating in North America, Europe, and APAC. The client needed a solution to streamline investment risk analysis and compliance across portfolios with multi-asset, multi-jurisdictional exposure.

Key Outcomes

Cut operational reporting costs by 40%

Unified 100+ portfolios into a single analytics framework.

Business Challenges

The firm was dependent on siloed spreadsheets and local risk models, causing data duplication and inconsistent metrics. Portfolio-level compliance reporting for SEC, MiFID II, and local regulators was highly manual. Real-time risk exposure metrics were unavailable, and internal audit trails lacked versioning.

Business Impacts / Key Results Achieved

Risk exposure reports were now generated in minutes instead of days. Regulatory audits became data-driven and seamless, while compliance accuracy improved by 30%.