Wealth management platforms, family office portals, and financial planning SaaS companies frequently search to hire a freelance WealthTech, Plaid & portfolio analytics programmer. I am Aldian Fazrihady, a Senior Freelance Full Stack Developer and FinTech Engineer available via Upwork.
Core WealthTech & Financial Aggregation Capabilities
- Plaid, Yodlee, MX & Custodian Integrations: Synchronizing multi-institution brokerage holdings, bank transactions, liabilities, and cost-basis lots with idempotent webhook reconciliation.
- Quantitative Portfolio Analytics in Python: Computing time-weighted return (TWR), internal rate of return (IRR/XIRR), Sharpe ratio, asset allocation drift, and tax-loss harvesting opportunities with Pandas/Polars and PostgreSQL.
- AI Financial Analyst Copilots: Enabling wealth advisors to query client portfolios, SEC 10-K/10-Q filings, and earnings transcripts using secure, tenant-isolated RAG pipelines.
Frequently Asked Questions
How do you prevent floating-point rounding errors in financial portfolio calculations?
All monetary values and share quantities use exact fixed-point `NUMERIC` / `Decimal` arithmetic in PostgreSQL and Python—never IEEE 754 binary floats.
How can we hire you as a freelance WealthTech & Plaid programmer?
Contact me on Upwork.