Jelvix Powers Predictive Platform for Leading Wealth Manager

SEATTLE - Dec. 11, 2025 - PRLog -- Jelvix, a provider of custom software solutions, announced today the deployment of a new Digital Wealth Management Platform for a leading multi-family office and investment firm. The custom platform addresses the firm's need to scale investments and achieve superior, data-driven forecasting in the specialized home equity investment sector.

"This platform is a testament to how complex financial requirements can be solved with modern architecture and predictive modeling."

— Oleksandr Andrieiev, CEO at Jelvix

Strategic Achievement
The client, which sought to make smart investment choices and manage risks as its portfolio evolved , partnered with Jelvix to build a feature-rich platform. The core achievement is the proprietary Valuation Model, which significantly impacted investment predictions for the firm's Alternative Strategies Fund.

The platform utilizes a cutting-edge ETL process and advanced algorithms to create a customizable forecasting model. It ensures data reliability through an automated Valuation Model that conducts both internal calculations and facilitates external third-party validation via CSV submission, providing a robust cross-check. Furthermore, the dedicated "Imports" feature ensures data accuracy by halting the process if structural or location-based discrepancies are detected.

Impact and Future Outlook
This investment management solution empowered the firm's leadership to effectively track investments, predict future outcomes, and rapidly adapt portfolio strategy to changing market conditions. By embracing these data-driven insights, the client maximized returns and navigated the complexities of their investment landscape with confidence.

More details about the solution: https://jelvix.com/case-studies/custom-digital-wealth-man...

About Jelvix: Jelvix is a global technology partner that helps companies build, scale, and modernize their software solutions. While working across various industries, Jelvix focuses heavily on sectors like healthcare, finance, insurance, and real estate. At its core, Jelvix ensures clients' systems are scalable, compliant, and ready for the future, delivering solutions that move businesses forward.