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Development of a SaaS-Based Crypto Robo-Advisor Platform with Regulatory Compliance and Risk Management Features

acropolium

Financial services

Information technology

SaaS

Challenges in Cryptocurrency Platform Development

Need for a beginner-friendly crypto platform requiring immediate access to verified trading strategies while maintaining regulatory compliance across jurisdictions. Challenges include ensuring platform reliability for financial transactions, implementing adaptive security measures (cold storage, MFA), and creating intuitive risk assessment tools for users with limited crypto knowledge.

About the Client

A cryptocurrency business providing algorithmic trading tools and portfolio management solutions for novice investors

Strategic Development Goals

Create a regulated SaaS marketplace for trading strategies and investment portfolios
Implement AI-driven risk profiling tools aligned with user risk tolerance
Enable automated portfolio diversification across multiple cryptocurrencies
Establish enterprise-grade security infrastructure for digital asset management

Core Platform Capabilities

Interactive risk assessment questionnaire with dynamic portfolio recommendations
Customizable backtesting engine for trading strategies
Multi-currency portfolio diversification dashboard
Regulatory compliance engine with geolocation-based rule enforcement
Cold storage integration with real-time transaction monitoring

Technology Stack Requirements

Node.js

React.js

Firebase

AWS ECS

ElastiCache

RDS

CodePipeline

Terraform

AWS Lambda

System Integration Needs

Cryptocurrency exchange APIs
Payment processing gateways
Regulatory compliance verification services
Real-time market data feeds

Operational Requirements

99.99% uptime SLA for financial transaction processing
Multi-layered security architecture with SOC 2 compliance
Horizontal scaling for 100,000+ concurrent users
Sub-200ms latency for trading strategy execution
Automated regulatory update management system

Expected Business Outcomes

Projected 250% increase in user acquisition through intuitive onboarding, 119% growth in trading volume from active portfolio management, and significant reduction in compliance-related incidents. Platform should enable $50M+ AUM growth within first 18 months post-launch while maintaining <2% churn rate through personalized investment strategies and educational resources.