This internal application facilitated data entry of financial investment data including investment fund details, investor background, fund valuation data and IRS Schedule K-1 entries. It also supports generating a variety of reports and exportable spreadsheets. All entered data is stored in an unstructured JSON database with flexible schemas which will facilitate future enhancements without requiring major changes under the hood.
The application is built with React on top of a Node backend, integrates with Auth0 for authentication and has a customizable roles and permissions system to manage application and API access. (2022)
This project was created doing consulting work for CSSI. I do not maintain ownership or copyright of these images.
