Modernizing a Financial Trading Platform for Enhanced Performance and User Experience

The client’s existing trading and investment platform is outdated, leading to complex user interfaces, instability, and difficulties in accessing critical financial data. The current monolithic backend struggles with high volumes of trades, inconsistent performance, and rigid integration capabilities, causing frequent errors and disrupted trading activities. There is an urgent need for a scalable, flexible, and high-performance system to support growth and improve user satisfaction.

A mid-sized investment or trading firm seeking to upgrade its legacy financial platform to improve stability, performance, and user engagement.

• Rebuild and migrate the existing user base of approximately 15,000 customers onto a new, scalable platform.
• Enhance platform stability, scalability, and performance to support high-frequency trading and real-time data processing with minimal latency.
• Redesign user interface for an intuitive, user-friendly experience across web and mobile, catering to both experienced traders and novices.
• Integrate with multiple third-party data providers, payment services, and identity verification systems to support seamless operational workflows.
• Implement a modular architecture to facilitate future feature expansion and easier maintenance.
• Reduce user support tickets related to onboarding, navigation, and transaction errors to zero post-launch.

• User registration and onboarding with multi-step process including profile setup, KYC verification, and digital signing.
• Unified portfolio dashboard displaying assets, balances, and detailed holdings.
• Market module that displays available securities, including real-time price updates, historical data, and transaction options.
• Order management system for placing, viewing, and canceling buy/sell orders with detailed order history.
• Automated investment and savings plans with scheduled transactions.
• Transaction history module including deposits, withdrawals, and transfers.
• Document management interface for updating personal info and signing contracts.
• Integrated live chat support for instant user assistance.
• Dark mode support across all modules for improved usability in low-light conditions.

• Identity verification system (e.g., digital ID service)
• National registry or KYC databases
• Real-time market data providers
• Trade execution and brokerage platforms
• Payment processing systems (e.g., mobile payments)
• Financial data providers such as analytics and research platforms
• Document signing and management solutions
• Customer support chat systems
• Monitoring and logging tools

• System must handle high trade volumes with sub-50ms latency.
• Platform should support scalability to accommodate future growth beyond 15,000 users.
• Achieve 99.9% system uptime with robust failover and disaster recovery mechanisms.
• Adhere to strict security standards, including encryption, secure APIs, and user identity verification.
• Support multi-language, including RTL and LTR languages, for international usability.
• Implement an intuitive, responsive design ensuring accessibility and seamless user experience across devices.

The modernization effort is expected to eliminate previous performance issues, achieving stable and high-speed trading operations, thus attracting new customers and increasing user retention. The new platform aims to support a growth of over 1,260 new active users, reduce support tickets to zero regarding onboarding and navigation issues, and streamline internal processes for compliance and back-office teams. Overall, the project positions the client as a competitive, innovative leader in the financial trading space, with improved operational resilience and enhanced client satisfaction.