Modernization of a Legacy Trading Platform into an Intelligent, High-Performance Investment Management System

The client’s existing trading platform is obsolete, characterized by complex and non-intuitive user interfaces, frequent performance instability, and limited capability to handle high-volume transactions. Their current backend system, managed by external providers, lacks flexibility, leading to errors, trading disruptions, and an inability to efficiently integrate essential third-party services. This hampers client satisfaction, limits growth, and impairs operational efficiency.

A mid-sized financial firm specializing in online trading, asset management, and corporate finance, seeking to upgrade its outdated trading platform to enhance user experience, stability, and scalability.

• Develop a new, flexible, and user-friendly trading platform with an intuitive UI/UX for diverse user expertise levels.
• Achieve a high-performance backend capable of processing large transaction volumes with minimal latency and maximum accuracy.
• Successfully migrate existing user base (e.g., 15,000 users) to the new system without data loss or service disruption.
• Integrate seamlessly with multiple third-party financial data providers, authentication services, and payment systems.
• Reduce support queries related to platform onboarding and navigation to zero post-launch.
• Attract and retain new clients through a simpler, faster, and more reliable trading experience.
• Streamline internal business processes across departments, enhancing operational efficiency and compliance.

• User sign-up and onboarding with personalized experience setup.
• Portfolio dashboard showing real-time asset, balance, and holdings overview.
• Market module displaying available shares, with detailed info and historical data.
• Order management system including order placement, history, and details.
• Savings plans creation with automated investment features.
• Transfer and deposit history tracking with transaction details.
• Document management for updating personal info and signing agreements.
• Integrated live chat support for user queries.
• Dark mode interface for low-light usability.
• Multi-language support, including RTL languages, for international users.
• Robust notification system for updates and alerts.

• Secure digital identification API (e.g., for user authentication).
• Real-time market data feeds and trading services.
• Financial data providers for analysis and reporting.
• Payment processing API for deposits and transfers.
• Core banking and trading operations support systems.
• Document management and collaboration tools.
• Error monitoring, log management, and system reliability tools.
• AI-powered features for intelligent market insights or automation.

• System should support high-volume trades with minimal latency (e.g., under 200ms for order execution).
• Ensure high system availability (e.g., 99.9% uptime).
• Implement robust security protocols compliant with financial regulations.
• Design for scalability to accommodate user base growth beyond 15,000 users.
• Maintain ease of future feature addition via modular architecture.
• Ensure data accuracy and integrity for all transactions and user data.

The modernization project aims to deliver a highly stable and scalable trading platform, resulting in fully resolved user interface and performance issues. This should lead to zero support requests post-launch, an increase of over 1,260 new users attracted by an improved experience, and faster business processes across departments. Ultimately, the new system will enable the client to differentiate competitively in the market, improve client satisfaction, and support future growth and feature expansion.