PhiloPort — Investment Account Management System

A web-based investment account management system that provides tools for managing client portfolios, selecting appropriate investments, and generating financial reports. Built for an Australian financial services client.

Project information

  • CategoryFinance
  • Role

    ASP.NET Developer

  • Key Contributions
    • Developed backend business logic and REST-style API endpoints using ASP.NET MVC5 and Web API 2.0.
    • Built the complete frontend UI using AngularJS, jqGrid, jQuery, and Bootstrap.
    • Implemented SSRS financial reports for investment account summaries.
    • Contributed to database design and query optimization using SQL Server 2008.
  • Architecture & Technical Decisions
    • Centralized authentication via Keycloak SSO to decouple authentication concerns from application logic
    • Implemented application-level RBAC to allow fine-grained access control across internal modules.
    • Chose Windows Task Scheduler for predictable and reliable execution in an on-premise enterprise environment.
    • Designed the system with modular boundaries to support future feature expansion and maintenance.
  • Technology Stack
    • ASP.NET MVC5
    • C#
    • Web API 2.0
    • AngularJS
    • SQL Server
    • SSRS
    • Entity Framework
    • Bootstrap
  • ClientAustralian Financial Services Client (via PT Mitrais)
  • Project date2013
  • Note:

    This project is protected by NDA and internal access policy. Visual previews are limited but technical contributions are shared for professional evaluation. For detailed information about this project you may click the following link:

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