The most impressive trait about the Jelvix team is that you can't give them a task or idea too large. No matter how grand a vision you may have, they'll always have a solution or means to accomplish it.
Thank you, Jelvix, making our vision into a reality. You executed, delivered and were responsive through the whole project. The finished product has an awesome look, feel and user experience that will change the way physical therapists and patients interact between visits.
Our application was finished and able to generate revenue within one year as the Jelvix team adhered to the required timeline efficiently and professionally. They were communicative, responsive, and always available to take on feedback and make tweaks or changes as required.
Jelvix delivered digital products that are fit for purpose and, in the case of the mobile apps, award-winning. Led by an engaged project manager, communication with the development team is smooth and purposeful. They contributed conceptually to the solutions and were excited to problem-solve.
Our goal is to build software solutions that truly matter, making the world a better place for everyone while helping entrepreneurs succeed in their journey.
For 15 years, Jelvix has been a strategic tech partner for global leaders and innovators. We leverage high-end design, rigorous QA, and expert consultancy to engineer scalable solutions that turn complex business challenges into market-leading products.
We developed a high-end platform for a multi-family office to track and forecast investments. By leveraging advanced ETL processes and a custom valuation model, the solution enables strategic real estate equity tracking and data-driven portfolio growth.
The client is a multi-family office and investment firm that provides independent advisory services to individuals and families seeking personalized financial guidance. With a client relationship spanning over 20 years, their average family net worth comprises $30 million.
The company wanted to create an easy-to-use and feature-rich platform to track and predict investments based on home equity. The main challenge was to create software that would generate reports based on contracts assigned to the Client’s portfolio. It should have had a set of features aimed at strategic tracking of active contracts and pending ownership.
The main reason for creating the platform was the client’s desire to scale their investments. The investment management team wanted to make smart investment choices, understand risks, and adjust their portfolio as home equity investments evolved.
We developed a user-friendly and feature-packed platform for monitoring and forecasting investments. Through a cutting-edge ETL process, this platform harnesses historical data and advanced algorithms to create a customizable forecasting model adaptable to diverse business strategies. Beyond this, the platform delivers a suite of features encompassing streamlined investment management, strategic financial decision-making, real-time monitoring of real estate market dynamics, comprehensive revenue planning, and more.
Team Members
Started in
The solution’s architecture is defined by four integrated functional domains:Governance Domain: Managed folder hierarchies and validation logic that govern how data enters the system.Intelligence Domain: The Valuation Model logic that maps individual contracts to broader economic zones for predictive modeling.Validation Domain: A dedicated module for external auditing and manual comparison of asset values.Reporting Domain: A front-end visualization layer that delivers real-time monitoring of real estate market dynamics to the firm’s leadership.
The project was executed by a dedicated team of 10 professionals specializing in Fintech and Proptech solutions. The team was structured to cover the entire software development life cycle (SDLC):Domain Experts: Focused on the intricate logic of home equity investments and MSA-based data mapping.Engineering Core: Senior Python and React developers who implemented the “state-of-the-art” tech stack to ensure platform scalability.Quality & Stability: Dedicated QA and DevOps specialists ensured that the platform could handle high-value financial data with zero tolerance for error.Management: Proactive project management that focused on the client’s primary KPI: delivering high-quality work within a strict budget and timeline..
The “Imports” feature is a critical component of the platform. Imports rely on a structured system of files and folders to execute its functions seamlessly. It encompasses several key functionalities to facilitate the smooth and accurate processing of data:File structure validation: validates the underlying file structure to ensure proper functionality.Location-based verification: confirms the accuracy of a selected report by checking its location in designated folders.Discrepancy detection: identifies issues like importing a file into the wrong folder.User guidance: provides clear messages indicating the specific discrepancy and guiding them on the corrective action.Data accuracy: stops the import process if discrepancies are found, ensuring accurate data.Relocation prompt: asks users to move the report to the correct folder before trying the import again.Organized folder hierarchy: maintains a well-organized structure, separating reports by type and originators.Retry mechanism: allows users to retry the import after fixing the file placement.
Developing such complicated software won’t be possible without using a state-of-the-art tech stack:Front-end: React.js, Redux.js (State Management), TypeScript (Static Typing), SASS (Advanced Styling), Chart.js / D3.js (Investment Data Visualization).Back-end: Python, FastAPI (High-performance API), SQLAlchemy (ORM), Pydantic (Data Validation).Data Processing & Analytics: Pandas (Data Manipulation), NumPy (Numerical Computing), SciPy (Statistical Analysis for Valuation Model).Database & Storage: PostgreSQL (Relational Database), AWS S3 (Secure Storage for Reports and CSV Files).Cloud & DevOps: AWS (EC2, RDS), Docker (Containerization), GitHub Actions (CI/CD Pipelines), Nginx (Web Server).
To reach the goal set, we developed a Valuation Model that significantly impacted investment predictions for The Client’s Alternative Strategies Fund (AS Fund). The comprehensive functionality revolved around a thorough examination of all contracts within the fund.These features contributing to the effectiveness of the Valuation Model include:Contract examination: carefully reviews all contracts, whether active or pending ownership.Accurate data mapping: ensures precise mapping of contract addresses to specific Metropolitan Statistical Areas/Core-based Statistical Areas (MSA/CBSA) for accurate valuation calculations.Singular query operation: utilizes a singular query to generate a detailed dataset of contracts marked for valuation.External validation via CSV: creates a CSV file for submission to a third-party evaluator, facilitating external validation of internal valuations.Internal valuation: simultaneously evaluates the same dataset through the Valuation Model for internal calculations.Manual comparison: compares results manually after the third-party evaluation.Reliable cross-check: CSV submission initiates a cross-checking process, enhancing investment prediction reliability.
The collaboration resulted in a sophisticated digital ecosystem that transformed the client’s investment operations from manual oversight to an automated, data-driven strategy. By integrating advanced analytics with a robust ETL process, we provided the firm with the agility needed to lead in the competitive home equity investment market.
The platform provides a unique technological advantage over other asset managers, enabling faster and more accurate market entries.
Automated data ingestion and validation workflows significantly reduced manual labor and eliminated human-centric reporting errors.
Real-time dashboards allow the leadership team to pivot strategies instantly based on evolving real estate market dynamics.
Established a transparent development culture with proactive feedback loops, ensuring software evolution aligns with shifting business demands.
The digital wealth management platform empowered Kingsbridge Wealth Management to track high-value investments with surgical precision. By embracing our data-driven insights, the firm maximized returns and successfully navigated the complexities of the home equity landscape, ensuring long-term portfolio stability for their multi-family office clients.
Data-Driven Decision Making
Scalable Architecture
Operational Efficiency
Standardized Compliance
Automated contract-to-MSA/CBSA synchronization ensures error-free geographic valuation and market analysis.
Streamlined “Imports” and “Valuation” modules significantly reduced manual data processing time for the investment team.
Comprehensive tracking of active and pending ownership provides a complete view of the fund’s alternative strategies.
We will contact you within 24 hours to discuss your project in more detail.
Please refresh the page and try again
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.