NeoFinServ ERP
Multi-Tenant FinTech & Wealth Operations SaaS
High-performance multi-tenant SaaS platform engineered to unify wealth management CRM, capital markets trading operations, F&O risk analytics, and compliance governance into a single secure workspace.
Project Vision
Financial advisory firms and capital market intermediaries struggled with disconnected workflows where front-office relationship managers had no unified visibility into client trading exposure, unpledged collateral, or advisory compliance histories.
Technical Friction
High-volume daily trade reconciliations, F&O margin tracking, and complex Mutual Fund trail commissions were handled via error-prone spreadsheets, while managing sensitive portfolios without strict tenant isolation or immutable audit logs exposed firms to severe regulatory risks.
Multi-Tenant FinTech ERP & Operations Hub
Goolluck Consulting LLP engineered NeoFinServ v2, a cloud-native, multi-tenant FinTech ERP and CRM platform that unifies 360° client advisory with back-office trading operations, automated financial sheet ingestion pipelines, and asynchronous BullMQ processing.
Unified Operations Hub
Consolidates 360° client profiling, family-grouped portfolios, F&O risk analytics, and unpledged collateral monitoring
Automated Financial Ingestion
Ingestion pipelines parsing heavy trade sheets in seconds for automated security haircuts and tiered trail commissions
Event-Driven Asynchronous Queues
Redis 7 and BullMQ offload report generation and notifications for instant UI responsiveness during market peaks
Account audits and review cycles complete more than three times faster than before.
Easily manages high-volume enterprise accounts without system slowdowns.
Automated document extraction eliminates the majority of repetitive data entry.
Google Verified
Client Review
Palak Mittal
Operations & Business Lead
Neo Financial Services · Google Verified Review
“Working with Goolluck Consulting has been a great experience. Their team is highly knowledgeable, professional, and always ready to assist. They provided clear guidance and helped simplify complex processes.”
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