This system is designed to help multiple financial advisors manage their clients. Developed using Spring Boot and an H2 relational database, it offers a full-fledged client management system that allows financial advisors to keep track of client portfolios and related securities. Each client can have a unique portfolio containing zero or more securities. Advisors have the functionality to add, update, or remove clients and securities tied to these portfolios.
- Creation, updating, and removal of clients by financial advisors.
- Each financial advisor can handle numerous clients.
- Every client has a portfolio associated.
- Client portfolios can comprise zero or more securities.
- Financial advisors can create, update, and remove securities from portfolios.
Spring Boot: The backend framework used.
H2 Database: The in-memory relational database system used for persisting data.
JPA Entities: Used for object-relational mapping.
REST APIs: Used for effective communication between frontend and backend.
We have incorporated a collection of REST APIs to manipulate and manage the data. The Postman collection is attached here .
Instructions to get this project up and running.
- Clone the repository or download the zip.
- Open the project in your favorite IDE.
- Ensure the correct dependencies are installed.
- Run the application.