CRM, Copy-Trading & Risk Platform for a Portfolio Management Firm
An end-to-end operating system for a portfolio management firm: client CRM and onboarding, mandates and KYC, managed and copy trading across brokers, firm-wide risk controls, options intelligence and reporting — in one live workspace.
- Project type
- Client-owned CRM and trading-operations platform
- Status
- Private platform — client login required
- Ownership
- Client-owned platform built for a portfolio management (PMS) firm, which is not named at its request pending approval. Access is private and role-based.
- Attribution
- Engineered by ORVINUS TECHNOLOGIES LLP. ORVINUS provides software engineering only — it does not manage funds or provide investment or portfolio-management services.
Inside the platform
Today — attention queue ranked by urgency, live copy-trade fan-outs and desk approvals 
Copy trading — every follower subscription with group, broker venue, caps, KYC and mandate status 
Risk — firm exposure against its limit, exposure by underlying and accounts nearest their stop-out 
Options intelligence — net open-interest calculator with data-quality checks on every quote 
IV scan — IV rank, percentile and historical volatility across a watchlist 
Screener — saved screens evaluated live, with the reason each symbol does or doesn't match 
Operations — broker connections with rate budgets, session rules and rejection mix per broker
Problem, Approach, Contribution
Business problem
A portfolio management firm ran its investor relationships, onboarding paperwork, mandates, order placement across brokers, risk limits and compliance checks in separate tools. The principal officer had no single live view of which clients could be traded, which mandates or KYC records were expiring, and how much exposure the firm carried against its limits.
Engineering approach
ORVINUS engineered one role-based platform around the firm's actual workflow: a 'Today' cockpit that ranks what needs attention by urgency, a full investor CRM from lead to onboarding, mandate and KYC registers that gate trading automatically, copy-trading groups that fan a master order out to every eligible client account with caps and multipliers, firm and per-client risk limits with kill switches, and options and screener research alongside — all with an audit trail and every live figure time-stamped.
ORVINUS contribution
Product design and full-stack engineering of the platform: CRM and onboarding, mandate and KYC registers, copy-trading engine and fan-out monitor, risk gate and kill switches, options intelligence, screener and strategy tools, broker integrations (Symphony XTS and Dhan), reconciliation, fees and reporting, and the client-facing 'view as client' portal.
Key Capabilities
- Live 'Today' cockpit ranked by urgency
- Investor CRM: leads, pipeline and onboarding
- KYC, mandates and risk-profile registers that gate trading
- Households, groups and customer classes
- Copy trading: masters, groups, caps, multipliers and fan-out monitor
- Allocation simulator, fidelity and fairness reports
- Firm and per-client risk limits, stop-outs and kill switches
- Options intelligence: OI change, net OI, Greeks and IV scan
- Screener, rule builder, strategies and backtests
- Multi-broker order routing with consent and session management
- Reconciliation, portfolio fees and high-water marks
- Distributor and referral compliance checks
- Client 360 and 'view as client' portal
- Full audit log of every action
Integrations
- Symphony XTS (dealer mode)
- Dhan partner API
Worth Knowing
Platform modules
The workspace is organized the way the firm operates:
- Today — attention queue, live fan-outs and desk approvals
- Clients — all clients, households & groups, customer classes, Client 360
- CRM — leads & pipeline, onboarding & KYC, app-trading access, risk profiles, mandates register, documents, communications, service cases, tasks, distributors & trail
- Trading — orders, positions, order placement, approvals, unsolicited activity
- Copy trading — masters, groups & policy, subscriptions, allocation simulator, fan-out monitor, fidelity and fairness reports, signal endpoints
- Risk — overview, loss & drawdown, limits & gate, kill switches, alerts, overrides
- Options intelligence — OI change, OI absolute, net OI calculator, Greeks, IV scan
- Screener & strategies — screener results, rule builder, strategies, backtests
- Reconciliation, portfolio & fees, reports
- Operations — broker connections, market data, latency & throughput, simulator, notices
Compliance built into the workflow
Trading permissions follow the paperwork: an expired mandate withdraws trading authority, a lapsed KYC blocks new subscriptions, an expired broker consent holds orders, and an account under review is frozen — each surfaced in the attention queue with the reason. Leads introduced by an unregistered referrer are flagged for compliance review before any referral fee can be paid.
What the screenshots show
Real screens from the platform. The numbered cover shows:
- 1 — Today: the attention queue and live copy-trade fan-outs
- 2 — Copy trading: every follower subscription with group, venue, caps, KYC and mandate status
- 3 — Risk overview: firm exposure against its limit and the accounts nearest their stop-out
- 4 — Options intelligence: the net open-interest calculator on the NIFTY strike ladder
What we don't publish
Investor names, client codes, balances, allocations, assets under management, P&L, limits and the firm's staff are confidential to the client. They are blurred in every screenshot and not described here. Market data shown (index levels, option chains, implied volatility) is public. Nothing on this page is a claim about investment performance or regulatory status.
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