How are investor and broker workflows connected?
The platform had to serve individual traders and professional brokers through different but connected workflows.
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Case study · Finance & Insurance
Extending a multi-asset financial trading platform
A financial trading technology provider offered a two-sided platform: individual investors used the client application for stock and futures trading, while brokers and dealers used the back office for accounts, products, reporting and risk management.
- Client context
- A financial trading technology provider
- delivery team
- 7 specialists
- investor and broker platform
- 2-sided
- stocks and futures
- Multi-asset
The situation
The business need and delivery constraints
The platform had to serve individual traders and professional brokers through different but connected workflows.
New capabilities required integration with specialist financial APIs, protocols and charting components.
Current users needed dependable maintenance and support while product development continued.
Key Questions
What did this project need to address?
Which integrations need specialist engineering?
New capabilities required integration with specialist financial APIs, protocols and charting components.
How is existing-user support maintained?
Current users needed dependable maintenance and support while product development continued.
The solution
The approach taken in this engagement
Provided a cross-functional engineering and QA team for API integration, feature development, user support and ongoing maintenance across the trading platform.
How we worked
Engineering and collaboration in practice
01 · Delivery activity
A cross-functional team
Formed a team with one project manager, four developers and two testers.
02 · Delivery activity
Financial messaging
Integrated financial connectivity and messaging components using WCF and QuickFIX.
03 · Delivery activity
Desktop and web features
Extended desktop and web experiences built with C#, C++, ASP.NET and Windows Forms.
04 · Delivery activity
Testing and delivery tooling
Applied NUnit, logging, charting and installer tooling to improve testability and product delivery.
Technology and delivery context
Technologies used in this project
C#C++ASP.NETWinFormsWCFQuickFIXNUnit
The result
What changed for the client
Delivered capability
Expanded the platform’s investor and broker-facing capabilities.
Product outcome
Supported account, product, reporting and risk-management workflows in one trading environment.
Continuing value
Created ongoing engineering capacity for current-user support and future enhancements.
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