DREAMS 365 — Equity-Research ERP Platform
Flagship product · CRM module owner
Problem
Broking houses and banks needed to author equity research, push it through multi-level compliance approval, and distribute it to institutional clients — fast, auditable, and per-tenant. Manual distribution didn’t scale to 30+ clients.
What I built
The CRM module’s REST APIs, a platform-wide RBAC model, and an asynchronous distribution pipeline that pushes approved research to Bloomberg, FactSet and client portals in one click.
My role
Owned API design and delivery for the CRM module end-to-end, drove the security remediation cycle, and led juniors on standards and reviews.
Engineering
REST API design · JWT auth · role-based authorization · multi-tenant data isolation · background processing (Windows Services + SQL Agent) · SQL performance tuning.
- ASP.NET Core MVC
- Web API
- EF Core
- SQL Server
- JWT