Case Study: Leading Service Providing Company achieves scalable portfolio rebalancing with Excellarate

Portfolio Rebalancer Solution with AWS Full-Stack Development

Leading Service Providing Company partnered with Excellarate to build a next-generation platform for registered investment advisors (RIAs). The company wanted to improve its market position, reduce ownership costs versus an internal data center, and move away from the Microsoft stack toward a modern AWS-based architecture using Angular, Node.js, Aurora, and Apache.

Excellarate delivered a cloud-based portfolio rebalancer solution on AWS, using Lambda and Aurora to perform hundreds of calculations in parallel and generate trade recommendations based on tax sensitivity, trade hierarchies, and security restrictions. The platform also included S3-based file exchange, SQS/SNS integrations, reporting, analytics, CloudWatch monitoring, and read-only/read-write database scaling to improve performance and support growth. Excellarate enabled faster trade processing, stronger scalability, better operational visibility, and a smoother transition to client-managed operations through testing and training.