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Development of a Transparent Investment Research Marketplace Platform
  1. case
  2. Development of a Transparent Investment Research Marketplace Platform

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Development of a Transparent Investment Research Marketplace Platform

eleks.com
Financial services
Information technology

Market Inefficiencies in Investment Research Procurement

Existing investment research procurement processes lack transparency, have fragmented workflows, and limited accessibility for both buyers and sellers. Researchers face operational complexities, while investment managers struggle with inefficient discovery and acquisition of critical market intelligence.

About the Client

Fintech platform connecting investment professionals with researchers for transparent research procurement

Platform Development Goals

  • Create a fully transparent marketplace for investment research transactions
  • Streamline buyer-seller interactions through centralized digital workflows
  • Enable secure analyst consultation scheduling and documentation
  • Establish scalable infrastructure for global market expansion

Core Marketplace Functionalities

  • User profile management for buyers and sellers
  • Search and discovery of research reports and experts
  • Secure payment gateway for report purchases and subscriptions
  • Custom research request submission and tracking
  • Zoom API integration for analyst consultations
  • Role-based access control system
  • Cloud-native architecture on AWS

Technology Stack Requirements

AWS Cloud Services
Zoom API
React.js
Node.js
PostgreSQL

Third-Party System Integrations

  • Zoom Video Conferencing
  • Payment Processing Gateways
  • AWS Cloud Infrastructure

System Quality Attributes

  • High-availability architecture (99.9% uptime)
  • Financial data encryption and compliance (PCI-DSS)
  • Scalable infrastructure for global users
  • Low-latency search functionality
  • Role-based access control with audit trails

Market Positioning and Business Value

Establishment of a first-mover advantage in the regulated investment research marketplace segment, enabling 360-degree research lifecycle management for institutional investors while reducing operational overhead for content providers through automated transaction processing and compliance management.

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