The thesis focuses on the development of a backend software application built during an internship at Alpian Technologies, to work as a back-office solution for a specialized team at Fideuram Asset Management. The main aim of the application is to automate and optimize the periodic monitoring of discretionary mandates, which denotes an investing strategy whereby a client delegates to a bank the management of their portfolio. This monitoring ensures that investment strategies applied to the customers at the bank remain aligned with the agreed-upon risk profiles. The important contributions of the project include the automation of a critical monitoring procedure once done manually and subject to inefficiencies and a greater potential for errors.