FormulaFolios: Back Office Platform

The back office platform centralizes all managed accounts for internal teams to access and perform various tasks. All account data is normalized then shared with other platforms via API or start of day file. Beyond the administrative and trading tasks, the platform monitors account performance each day and notifies both advisors and investors in the event of a downturn, so they can discuss the best financial strategy.

Account details

The platform was designed to streamline portfolio management by eliminating the need for traders to juggle multiple tabs or windows. In collaboration with the trading team, we prioritized key account information while ensuring quick access to commonly edited values.

Household details

Provides an overview of all the accounts under a single household, individual accounts may have different volatility based on their portfolios. The household performance provides a complete picture of an investor's financial status.

Investment product details

Allows the trading team to configure investment strategies, by adjusting the weights of specific models (grouping of investments). Any changes made to a strategy is recorded due to regulation and can be easily accessed from the menu.

The team

Product Manager

Josh Jongsma

Engineers

Anthony Xian, Ben Pham, Jamie Giuliano, Kayla Ziegler

Internal Council

Tom Bouwkamp

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