Development of a Modern Investment Advisory Platform for Scalable Fintech Solutions

The client’s existing investment advisory platform is composed of multiple outdated versions, limiting responsiveness and scalability. This hampers efforts to release new features rapidly, maintains client satisfaction, and expands into new markets. The client requires a unified, modern platform that is resilient, easily maintainable, and capable of supporting ongoing growth and innovation.

A mid-sized fintech company specializing in investment advisory and structured product configuration, seeking to modernize its core platform to enhance responsiveness and scalability.

• Design and develop a unified, modern investment advisory platform that consolidates multiple legacy systems.
• Ensure platform responsiveness to meet evolving client expectations and regulatory requirements.
• Implement a scalable architecture capable of supporting increased user activity and feature expansion.
• Accelerate feature development cycles for rapid deployment of new functionalities.
• Enhance platform stability to minimize breakdowns and improve user experience.
• Support ongoing maintenance and internal development efforts efficiently.
• Position the client for market expansion and new client acquisition through improved platform capabilities.

• Unified platform architecture integrating multiple legacy systems into a single, modern application.
• Responsive web interface providing seamless experience across devices.
• Configurable modules for sourcing, comparing, and pricing structured financial products.
• User management with roles for advisors, clients, and administrators.
• Real-time data processing to support accurate and timely investment decisions.
• Modular component design for rapid deployment of new features and updates.
• Robust security measures to protect sensitive financial data and ensure compliance.
• Performance optimization to support high user loads without degradation.
• Audit logging and reporting functionalities for compliance and transparency.

• Data feeds for real-time market and financial data updates
• External pricing and valuation services for structured products
• Client relationship management (CRM) systems
• Security and compliance monitoring tools

• Scalability to support at least a 50% increase in user base within the first year
• High availability with 99.9% uptime SLA
• Response times under 2 seconds for 95% of transactions
• Strong security protocols adhering to industry standards (e.g., encryption, access control)
• Maintainability for rapid development cycles and low downtime

Implementing a modern, scalable investment advisory platform will significantly enhance operational efficiency, reducing development and deployment times for new features by up to 60%. The improved stability and responsiveness are expected to elevate client satisfaction, support market expansion efforts, and enable the client to attract new clients and increase revenue streams within the first year post-launch.