Back to Portfolio SaaS Platform

A Real-Time Analytics Platform for a Growing Investment Firm

Meridian Capital Partners needed to replace spreadsheet-based portfolio reporting with a live, multi-tenant analytics platform their investment teams and clients could both rely on.

ClientMeridian Capital Partners
IndustryFinancial Services
Timeline3 weeks
Team4 engineers, 1 designer
Meridian Capital Partners analytics dashboard on a laptop screen

1 The Challenge

Meridian's investment team was consolidating portfolio performance data by hand every week, pulling numbers from half a dozen spreadsheets and email threads. Reporting for clients often lagged a week behind actual market movement, and there was no single place where partners could see live portfolio health across every fund.

2 The Solution

We built a multi-tenant reporting platform on Next.js and PostgreSQL, with a data pipeline that ingests custodian and market feeds continuously. Query performance was a hard requirement — we tuned indexing and added a caching layer so dashboards stay responsive even with years of historical data loaded. Role-based access lets partners, analysts, and external clients each see exactly what they should.

The Outcome

Results That Speak for Themselves

500+
Concurrent Users Supported
<100ms
Average Query Response
70%
Less Time on Manual Reporting
99.9%
Uptime Since Launch
Financial charts and reporting data on screen
Built With
Next.js TypeScript PostgreSQL AWS
★★★★★

"Subtain and his team transformed our outdated reporting process into a live platform in just three weeks. Their technical depth and communication throughout the project was exceptional — they treated our product like it was their own."

SM
Sarah Mitchell
CEO, Meridian Capital Partners
Keep Exploring

More Projects

Clothing racks in a premium fashion retail store
E-Commerce

Harlow & Vance

Harlow & Vance, a premium fashion retailer, needed a storefront flexible enough to match their editorial merchandising style without sacrificing checkout speed or conversion.

View Project →
Doctor reviewing patient records on a tablet
Web Application

Riverstone Health Partners

Riverstone Health Partners needed to bring patient records, scheduling, and telehealth together in one compliant system across a growing network of regional clinics.

View Project →
Construction site with blueprints and a hard hat
SaaS Platform

Kestrel Construction Group

Kestrel Construction Group needed to replace email-and-spreadsheet coordination with a single platform for permit tracking, subcontractor scheduling, and field updates.

View Project →
Ready to Build?

Have a Project Like This One?

Let's talk about what a platform like Meridian Capital Partners's could look like for your business.

Get a Free Consultation