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Modernizing Investment Platform Infrastructure for Scalable Financial Services
  1. case
  2. Modernizing Investment Platform Infrastructure for Scalable Financial Services

Modernizing Investment Platform Infrastructure for Scalable Financial Services

ventionteams.com
Financial services

Identified Challenges in Legacy Investment Infrastructure Hindering Growth

The client’s existing investment platform technology became obsolete after three years of operation, limiting scalability and feature development. As a high-growth fintech startup, they face pressure to modernize their platform to handle increasing transaction volumes, improve security, and offer new investment functionalities without disrupting current services.

About the Client

A rapidly growing fintech startup aiming to expand and enhance its investment API platform to support higher transaction volumes and new investment features.

Goals for Developing a Scalable and Secure Investment Platform

  • Rebuild the investment API platform from scratch to enable efficient buying and selling of shares, including fractional investments.
  • Enhance platform scalability to support transaction volumes exceeding $100 million+.
  • Implement robust security, monitoring, and infrastructure elasticity leveraging cloud technologies.
  • Accelerate feature deployment to meet evolving market demands and customer needs.
  • Support continuous growth and expansion through a flexible, future-proof architecture.

Core Functional and Technical Capabilities for the Investment Platform

  • API allowing users to buy and sell shares, including fractional investments.
  • Order management system with real-time transaction processing.
  • User authentication and authorization mechanisms.
  • Secure data storage and vault management for sensitive information.
  • Integration with third-party compliance and anti-fraud services.
  • Automated infrastructure security, monitoring, and elasticity features.

Technology Stack and Architectural Preferences

Golang (Golang) for backend development
Elastic (Elasticsearch or similar) for search and data indexing
PostgreSQL for relational data storage
RabbitMQ for message brokering
Vault for secrets management
Kubernetes for container orchestration
Google Cloud Platform (GCP) for cloud infrastructure
IDNow or equivalent for identity verification

External Systems and Services Integration Needs

  • Third-party compliance and anti-fraud services
  • Identity verification providers
  • Cloud security and monitoring tools
  • Financial data providers for real-time market data

Performance, Security, and Scalability Standards

  • Support transaction volumes exceeding $100 million+.
  • Ensure high availability and low latency for real-time operations.
  • Maintain strict security standards for sensitive financial data.
  • Enable infrastructure scalability using cloud elastics features.
  • Achieve rapid deployment and continuous feature delivery.

Expected Business Outcomes and Impact from the Investment Platform Upgrade

The new platform is projected to support over $100 million in transaction volume, significantly enhancing operational scalability and security. It will enable the client to accelerate feature deployment, attract new customers, and facilitate ongoing growth, similar to achieving a $18 million Series A funding milestone within two months of platform enhancement.

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