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Development of a Regulatory-Compliant Portfolio Management Platform with Dual Trading Modes

wiserbrand.com

Financial services

Information technology

Modern Trading Infrastructure Gap

Traditional trading platforms lack flexibility for modern traders to test strategies in simulated environments while maintaining seamless transitions to real-time trading. Challenges include ensuring regulatory compliance, securing sensitive financial data, and integrating with multiple third-party financial systems.

About the Client

A global fintech enterprise specializing in electronic trading and investment management solutions for institutional clients.

Platform Development Goals

Create a dual-mode trading platform with virtual and real-time capabilities
Implement regulatory-compliant architecture for financial data handling
Establish seamless integration with existing trading systems
Develop scalable microservices infrastructure for high-frequency trading

Core System Capabilities

Multi-basket portfolio architecture with smart allocation tools
Real-time position monitoring and dynamic rebalancing
Simulated trading environment with risk-free strategy testing
Integrated broker connectivity for live trading operations

Technology Stack Requirements

Java microservices architecture

React-based frontend framework

WebSocket for real-time data

Cloud-native infrastructure

External System Connections

12+ financial data providers for market data
Broker APIs (e.g., Citibank)
Banking system interfaces
Regulatory compliance frameworks

System Performance Standards

High-availability cloud architecture
Enterprise-grade security protocols
Scalable microservices design
Real-time data processing capabilities
Regulatory compliance certifications

Business Transformation Potential

Establishes a foundational technology platform for next-generation trading solutions, enhances institutional client offerings through advanced portfolio management capabilities, and creates a scalable architecture for future financial product development while maintaining strict regulatory compliance.