Digital KYC/AML
Automated identity workflows and secure onboarding communications
Wealth Management Application
Executive Overview
The project delivers a full-scale financial services technology platform for wealth managers, brokers, and custodians. It includes portfolio management, trading, fund operations, broker management, custodian services, and client services.
6 Core
Financial modules spanning portfolio, trading, fund, broker, and custodian services
- Location
- United States
- Duration
- 2+ years
- Deployment
- US-based wealth managers, brokers, and custodians
- Platform
- Wealth & Asset Management
Business Needs
- Optimize investment strategies with real-time analytics and tax-efficient management
- Ensure low-latency, compliant trade flows with reliable risk controls
- Manage fund lifecycles, fees, and compliance efficiently
- Automate reporting and audit processes
- Deliver personalized, secure digital onboarding and communications
- Secure asset safekeeping, settlement, and corporate action management with full audit trails
Core Feature
- Real-time portfolio management
- Multi-protocol trading and order management
- Automated fund NAV calculations, compliance monitoring, and reporting
- Broker systems with real-time order tracking and commission management
- Custodian services platform for secure asset safekeeping, corporate actions, and proxy voting
- Digital onboarding with KYC/AML automation and personalized client reporting
- An event-driven system that tracks every action for full transparency and easy auditing
Challenges with Solutions
| FEATURE | CHALLENGES | SOLUTIONS |
|---|---|---|
| Portfolio Management |
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| Trading & Order Execution |
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| Fund Management System |
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| Custodian Services Platform |
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| Broker Management System |
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Frontend & Visualization
- UI Frameworks: React/TypeScript, Blazor
- Reporting: PowerBI Embedded
- Interactive Dashboards: Client portfolios, Fund metrics, Broker operations
Development Tools
- ORM: Entity Framework Core, Dapper
- Validation: FluentValidation
- Background Processing: Hangfire
- CI/CD: Azure DevOps
Platform Architecture
- Microservices: Azure App Service, Azure Function, Azure Kubernetes Service, DAPR
- Web Framework: ASP.NET Core, ASP.NET Core Web API
- Real-time Communication: SignalR, WebSockets
- Event Processing: Event Sourcing, Apache Kafka, RabbitMQ/MassTransit
- API Patterns: RESTful APIs, gRPC, GraphQL
Data & Storage
- Relational Databases: Azure SQL Database, SQL Server Always On, PostgreSQL
- NoSQL & Specialized Storage: Azure Cosmos DB, Redis Cache, Elasticsearch
Cloud Infrastructure
- Core Services: Azure Batch, Azure Functions, Azure App Service, Azure Logic Apps
- Messaging: Azure Service Bus, Azure Event Grid
- Analytics: Azure Synapse Analytics
- Security: Azure Key Vault, IdentityServer4
- Monitoring: Azure Application Insights
Compliance Security
- Full GDPR and data protection compliance for client data
- Automated regulatory reporting to financial authorities
- Secure client communications with complete history tracking
- Tax treaty engines for cross-border investment scenarios ensuring accurate withholding
See What We'd Build for You
From requirements to launch, our engineers guide every step. Let's talk about your project.
