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Overview

What is InvestSense Adviser Portal?​

The InvestSense Adviser Portal is a comprehensive web application designed specifically for investment advisers and financial professionals. Built on the modern T3 Stack, it provides a robust platform for managing client portfolios, analyzing investment data, and streamlining financial advisory workflows.

Key Features​

📊 Portfolio Management​

  • Comprehensive client portfolio tracking and analysis
  • Real-time investment performance monitoring
  • Multi-asset class portfolio visualization
  • Historical performance analytics

🔍 Investment Research & Analytics​

  • Integration with leading financial data providers (FactSet, HUB24, Netwealth, Praemium)
  • Advanced investment screening and filtering
  • Risk assessment and portfolio optimization tools
  • Market trend analysis and reporting

👥 Client Relationship Management​

  • Centralized client information management
  • Document generation and storage
  • Client communication tools
  • Automated reporting capabilities

⚡ Automated Workflows​

  • Background job processing with Trigger.dev
  • Scheduled data updates and reports
  • Automated portfolio rebalancing alerts
  • Email notifications and alerts

📱 Modern User Experience​

  • Responsive design for desktop and mobile
  • Intuitive dashboard interface
  • Real-time data updates
  • Dark/light theme support

Technology Stack​

Frontend​

  • Next.js 14 - React framework with App Router
  • TypeScript - Type-safe development
  • Tailwind CSS - Utility-first styling
  • Shadcn UI - Modern component library

Backend​

  • tRPC - End-to-end type-safe APIs
  • Prisma - Database ORM and migrations
  • PostgreSQL - Primary database
  • Redis - Caching and session management

Infrastructure​

  • Docker - Containerized development environment
  • S3/MinIO - File storage and document management
  • Sentry - Error tracking and monitoring
  • Axiom - Logging and analytics

External Integrations​

  • FactSet API - Financial data and analytics
  • HUB24 - Portfolio management data
  • Netwealth - Wealth management platform
  • Praemium - Investment platform integration
  • Mailjet - Email services

Architecture Overview​

The InvestSense Adviser Portal follows a modern, scalable architecture:

┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐
│   Frontend      │    │   Backend       │    │   Database      │
│   (Next.js)     │◄──►│   (tRPC/Prisma) │◄──►│   (PostgreSQL)  │
└─────────────────┘    └─────────────────┘    └─────────────────┘
         │                       │                       │
         ▼                       ▼                       ▼
┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐
│   File Storage  │    │   Background    │    │   External      │
│   (S3/MinIO)    │    │   Jobs          │    │   APIs          │
└─────────────────┘    │   (Trigger.dev) │    └─────────────────┘
                       └─────────────────┘

Getting Started​

Prerequisites​

  • Node.js 18.0 or above
  • Docker and Docker Compose
  • pnpm package manager
  • Access to required environment variables

Quick Start​

  1. Clone the repository and navigate to the project directory
  2. Set up environment variables by copying .env.example to .env
  3. Start the database with docker-compose up -d
  4. Install dependencies with pnpm install
  5. Run migrations with pnpm exec prisma migrate dev
  6. Start the development server with pnpm run dev
  7. Start the worker process with pnpm run worker

For detailed setup instructions, see the Setup Portal guide.

Development Workflow​

Local Development​

  • Development Server: Runs on http://localhost:3000
  • Database: PostgreSQL via Docker on port 5432
  • File Storage: MinIO on http://localhost:9000
  • Worker Process: Background job processing

Code Quality​

  • TypeScript for type safety
  • ESLint for code linting
  • Prettier for code formatting
  • Prisma for database schema management

Testing​

  • Unit Tests with Jest and React Testing Library
  • Integration Tests for API endpoints
  • E2E Tests for critical user workflows

Deployment​

The application can be deployed to various platforms:

  • Vercel - Recommended for Next.js applications
  • Netlify - Alternative static hosting
  • Docker - Containerized deployment
  • Self-hosted - Custom infrastructure

Support and Resources​

Documentation​

  • Setup Guide: Setup Portal
  • API Reference: Available in the codebase
  • Component Library: Shadcn UI documentation

External Resources​

Getting Help​

  • Check the troubleshooting section in setup guides
  • Review error logs in Sentry
  • Contact the development team for technical support

Ready to get started? Follow the Setup Portal guide to set up your development environment and begin building with the InvestSense Adviser Portal.