A multi-client wealth tracking platform, extended with a monitoring module for decentralised finance holdings, an asset class no classic tool knows how to display.
Design & development
multi-client
strict data partitioning
real time
yield and TVL tracking
alerts
on customisable thresholds
Wealth management tools can aggregate property, life insurance or securities. They completely ignore decentralised finance holdings, whose yields shift hour by hour. The result: part of the wealth stays invisible in dashboards, tracked by hand in a spreadsheet, with the risk of missing a yield or liquidity drop.
Build a solid multi-client foundation (each advisor only sees their own files), then graft on a module dedicated to DeFi positions, designed around active monitoring rather than passive consultation.
This type of assignment matches
Blockchain and Web3 consulting