Extending wealth management to DeFi yields
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.
- Client
- Patrimoine 360 : own product
- Period
- 2024 – present
- Sector
- Wealth management / DeFi
Design & development
multi-client
strict data partitioning
real time
yield and TVL tracking
alerts
on customisable thresholds
The starting problem
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.
The approach
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.
What I built
- A multi-tenant architecture: strict data partitioning between advisors and clients
- Authentication, account management and login notifications
- A module tracking portfolio positions and balances
- Real-time monitoring of decentralised lending pools: TVL, APR and APY
- A configurable alert system: TVL variation, APR change, price movement
- Browser notifications so you are warned without watching a screen
- An automated test suite covering the critical path (signup → login → deletion)
The results
- A consolidated view including an asset class usually missing from wealth tools
- Yield degradations detected automatically instead of being noticed too late
- Client data partitioned by architecture, not by convention
- A critical path secured by automated tests
- Manual spreadsheet tracking replaced by an active dashboard
Tech stack
- Next.js
- React
- TypeScript
- Multi-tenant
- DeFi APIs
- Solana
- Tailwind CSS
- Automated tests