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Development of a Socially Conscious Investment Platform with Enhanced Functionality and Admin Tools

effectivesoft.com

Financial services

Non-profit

Real estate

Challenges in Platform Completion and Scalability

CNote required assistance to accelerate the launch of a partially developed investment platform while expanding its functionality. The platform needed to support socially conscious investments in underserved communities, female/minority-led businesses, and affordable housing, while ensuring robust administrative management capabilities.

About the Client

A privately held U.S. company focused on innovative financial solutions to close the wealth gap through socially impactful investing.

Key Goals for Platform Development

Complete and enhance the web-based investment platform
Enable seamless investment in fixed-income and time deposit products
Develop a comprehensive admin panel for platform management
Ensure compliance with financial security regulations

Core Platform Capabilities

User account creation (personal/business)
Bank account linking and ACH integration
Fee-free investment in multiple products
One-time/recurring investment setup
Fund withdrawal capabilities
Admin tools for user/account management
Investment product configuration
Batch fund transfers via Dwolla
Data synchronization with Dwolla
Comprehensive reporting dashboards

Technology Stack Requirements

JavaScript

TypeScript

Node.js (Express)

React

Redux

AWS (EC2, RDS, S3)

jest

cypress

Critical System Integrations

Dwolla API for fund transfers
Automated Clearing House (ACH) systems
Security compliance frameworks

Operational and Security Standards

Data encryption for PII and sensitive information
Multi-factor authentication
Content Security Policy implementation
Full data provenance tracking
High scalability for user growth
AWS cloud infrastructure monitoring

Expected Business and Social Impact

The platform will democratize access to capital for underserved communities while enabling institutional and individual investors to generate social impact alongside financial returns. Continued platform improvements are expected to expand investment reach, enhance compliance, and strengthen CNote's position as an innovator in ethical finance solutions.