Casterbridge Wealth

With over 15 years of experience delivering tailored solutions for the financial services sector, we were proud to partner with Casterbridge to design and develop a robust investment management platform purpose-built for financial advisers and wealth managers.

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The Brief

Casterbridge needed a powerful, flexible, and secure system to streamline model portfolio management, securities tracking, and investment proposal generation — all while maintaining compliance and performance transparency.

Their goal was to create a platform that not only reflects the sophistication of modern investment strategies but also meets the practical needs of advisers managing client portfolios day-to-day.

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Our Approach

We worked closely with the Casterbridge team to architect a solution from the ground up using a modern technologies. The result is a highly interactive web application built to handle complex portfolio structures, dynamic securities data, and high-quality PDF reporting — all with an intuitive, role-based user experience.

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Key Deliverables

• Model Portfolio Management: Tools to create and allocate weightings across portfolios with calculated metrics like OCF and Yield.

• Securities Database: A centralised system to manage asset attributes, classifications, ESG metrics, and performance data.

• Investment Proposal Generation: Dynamic proposal creation, including service charge breakdowns, forward projections, and export to branded PDFs.

• Performance Visualisation: Interactive dashboards and charts  for real-time insights.

• Audit & Access Control: Enterprise-level security with role-based permissions and a full activity log.

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Results

The Casterbridge platform empowers advisers with the tools to manage portfolios efficiently, demonstrate compliance, and deliver client-ready reports — all within a secure, scalable system. Since launch, the platform has been adopted by investment professionals seeking a clean, capable alternative to off-the-shelf software.

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