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RiskShield Dashboard – Portfolio & Compliance Manager

AI BOTS·BOTS·Strategy & Planning

Project Scope

RiskShield Dashboard was built for an asset management firm managing multi-currency accounts. The solution provides centralized risk oversight across forex, commodities, and indices portfolios.

 

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Built for Regulatory Alignment

It includes MiFID II compliance reporting, automated trade audits, and custom risk alerts. Managers can monitor client accounts in real-time and receive automated reports on exposure and margin usage.

 

Technology Stack

Developed with a React.js frontend, Node.js backend, and secure cloud hosting with encrypted APIs for broker connectivity.

 

Impact on Client

The firm streamlined compliance workflows, cutting audit preparation time by 60%. RiskShield also reduced the likelihood of margin breaches and regulatory penalties.

 

Conclusion

RiskShield ensured the client stayed compliant while giving traders and managers actionable insights to protect investor funds.

Date: May 21, 2024
Client: Asset Management Firm – Dubai, UAE
Services: Risk Management Dashboard, Compliance Automation, Multi-Asset Integration