# Capitalio Case Study

Capitalio is a modern wealth intelligence platform giving private wealth managers and investors a consolidated view of net worth, asset allocation, and real-time performance.

# Capitalio

Capitalio is a modern wealth intelligence platform giving private wealth managers and investors a consolidated view of net worth, asset allocation, and real-time performance.

We designed and engineered the product from scratch, featuring live asset pricing, benchmark comparisons against the S&P 500, and multi-asset class allocation modeling.

- **Client**: Capitalio Finance
- **Industry**: Wealth & FinTech
- **Year**: 2026
- **Stage**: MVP → Production
- **Engagement**: 5 months
- **Services**: Product Strategy, UX/UI Design, Full-Stack Engineering
- **Stack**: React, TypeScript, FastAPI, PostgreSQL, Tailwind CSS
- **Results**: Multi-asset tracking across stocks, crypto, and real estate with sub-second portfolio rebalancing
## The challenge

High-net-worth investors were juggling fragmented brokerages, crypto wallets, and illiquid real estate valuations across disconnected portals.

- Unify public equities, private equity, crypto, and real estate into one reliable net worth calculation

- Benchmark performance accurately against indices like the S&P 500 in real time

- Provide automated risk analysis and allocation rebalancing triggers

## How we structured it

We structured the experience around immediate clarity and deep portfolio intelligence:

Aggregate → Analyse → Forecast

### Aggregate

Connect institutional brokerages, custodial APIs, and crypto exchanges into one unified ledger.

### Analyse

Calculate historical returns, risk exposures, and sector-level performance metrics.

### Forecast

Model target distributions, liquidity scenarios, and tax-loss harvesting opportunities.

## What we built

### Consolidated net worth view

Real-time multi-asset aggregation across global markets and alternative investments.

### Interactive performance benchmarks

Dynamic time-series tracking against major market benchmarks with dividend adjustments.

### Automated asset class rebalancing

Instant alerts and target allocation drift tracking across equity and fixed income holdings.

## The outcome

- **Portfolio sync latency**: sub-sec
- Portfolio sync latency
- **Asset classes unified**: 4+
- Asset classes unified
- High-fidelity financial charts and dark mode interface engineered for rapid analysis

- Enterprise-grade security and read-only financial data aggregation pipelines

## Work with us

Have a complex product to build? Tell us what you’re building. Book a call, or email us whenever it suits.

[Book a call](https://cal.com/vanshpatelai/15min)

[remotevansh@gmail.com](mailto:remotevansh@gmail.com)

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