Real-Time Portfolio Intelligence for Modern Wealth Management
Deliver live portfolio insights, personalised experiences, and AI-driven guidance with the performance, accuracy, and scale modern wealth platforms demand.
Trusted by wealth management and investment leaders
Batch ingest slows portfolio updates
Overnight or scheduled loads create stale data, missing trades, and inaccurate allocations during client reviews or market events.
What's needed:
Continuous, real-time ingest and high-throughput bulk ingestion to ensure all market, transactional, and position data remains current and complete.
High concurrency causes application slowdowns
Legacy databases struggle when thousands of advisors and investors access dashboards simultaneously - especially during volatile market conditions.
What's needed:
Support for high-concurrency transactional and analytical workloads without performance degradation.
Fragmented systems introduce operational risk
Account, portfolio, pricing, and market data often live in separate stores, leading to latency, inconsistency and governance challenges.
What's needed:
A unified distributed database capable of handling transactions, analytics, and AI workloads at scale within a single architecture.
Analytics lock out live workloads
Batch ETL, reporting jobs, or warehouse refreshes frequently block real-time queries, reducing reliability and user satisfaction.
What's needed:
High-performance analytics that operate simultaneously with live transactional workloads, without requiring data movement or system isolation.
AI models operate on stale or partial data
When AI is trained or grounded on delayed datasets, recommendations become inaccurate and trust erodes quickly.
What's needed:
Support for ACID-compliant transactions, real-time data availability, and unified access layers to ensure AI models operate on reliable, current information.
Unified real-time engine
One system for ingesting, updating, analysing, and retrieving data - no ETL delays or stale copies.
Extreme concurrency
Support tens of thousands of users and workloads simultaneously with predictable millisecond performance.
Streaming + bulk ingest
Power both high-volume batch feeds and continuous streaming of market, pricing, and transaction data.
AI-ready architecture
Vector search, RAG, and copilots operate directly on live operational data for accurate, reliable recommendations.
Query hot, warm & cold data
Access recent trades, historical portfolios, and long-term data in real time - even across 20+ years of history.
Real-time portfolio dashboards
Deliver sub-second portfolio insights across holdings, allocations, alternatives, cash, and risk. Replace batch-based pipelines with a unified real-time foundation.
Live risk, exposure & allocation models
Recalculate exposures, sensitivities, and performance contributions instantly - enabling better decisions during fast-moving markets.
AI-powered personalised engagement
Enable advisor copilots and personalised client insights with a live context layer that keeps AI grounded in operational truth.
Advisor & investor portals
Support thousands of concurrent users with consistent 10–20 ms performance during peak market volatility.
Market event–driven alerts & notifications
Trigger real-time alerts for significant events, threshold breaks, or changes in household positions.
Unified household / client 360
Consolidate positions, accounts, behaviors, and interactions into one view - unlocking deeper insight and more effective guidance.
Real-time wealth & trading insights
A Fortune 25 financial institution selected SingleStore to modernize its wealth and trading platforms after legacy systems could not deliver real-time performance at enterprise scale. By consolidating transactional, analytical, and emerging AI workloads into a single engine, the bank eliminated data movement between systems and enabled advisors and clients to interact with live portfolio data instantly — even during periods of intense market volatility.
Scale and performance
2+ petabytes of investment and trading data managed in production
40,000+ concurrent users supported with consistent responsiveness
10–20 millisecond query latency across live and historical data
Ability to analyze 5× more data in real time without performance degradation
Operational efficiency
Client experience differentiation
Risk and compliance confidence
AI-driven growth
Build real-time, AI-driven wealth experiences
Work with our specialists to unlock performance, simplicity, and scale in your wealth platform.