End-to-End IaaS Platform Simplifies Investment Product Offers

Project background

Having a background in finance and law, the startup’s founder saw that many people were still missing out on the benefits of investing. They either found the process too difficult or couldn’t find an investment option that would suit their needs. On the other hand, a lot of companies came up with innovative investment products (for example, those enabling smart contracts through AI technology) but struggled with launching them.

This understanding led to the idea of building an IaaS platform that would make both offering an investment product and investing in it as easy and comprehensive as possible. This holistic solution would ensure the offerings’ regulatory compliance and security, take on web development needs, and simplify investment product management.

To realize the ambitious plan, our client needed to enhance its tech expertise. So, the CHI Software team, who had much experience in developing IaaS for fintech, joined the project from the very beginning to assist with analysis, design, and web development, maintain the end-to-end investment platform, and continuously improve it with new features the customers wanted.

Business needs

Product features

– Investor Dashboard: End users can conveniently view their financial portfolio and information, such as holdings, investments, returns, analytics, etc. in this section. 

– Admin Dashboard: Here, administrators representing investment product owners can manage users, clients, invoicing, reporting, offerings, webhooks, etc. The dashboard also includes risk monitoring functionality.  

– Instant Deposits and Withdrawals: Users can perform quick consistent transactions within the Investment-as-a-Service platform using multiple payment methods.

– Recurring Transactions Automation: Customers can automate recurring payments and contributions to save time and effort. 

– Investment Recommendations: The fintech solution recommends suitable custom investment options based on the user’s profile. 

– Trust and Fund Management: Customers can create and manage trusts, funds, pooled investments, etc. 

– Access and Permission Management: The admin can set up and control role-based user access to different layers of the cloud-based platform to ensure privacy and security. – Reporting and Documentation: The Investment-as-a-Service platform offers a quick and convenient way to generate, view, and download financial and tax reports. The automated report generation option saves much time and effort.

Solution

Turnkey IaaS solution development is one of the CHI Software team’s strong suits. So, our experienced developers successfully dealt with the following tasks and challenges on the project:

1. System Architecture Design

Based on the client’s business needs, our team created a robust, safe, and highly scalable system architecture with all the microservices required for an end-to-end investment platform. Even though this project took place years ago, there is no necessity to redesign the initial architecture our developers built as it has proved extremely reliable and efficient. 

2. Registry Migration

In just five months, our team managed to move the entire IaaS system to a new registry provider and completely overhauled the business logic of financial operations for the client’s  Investment-as-a-Service platform. The result was a faster, high-performance solution with significantly improved security. 

3. Integration

Throughout the process of building an investment platform, integrations with third-party systems cannot be underestimated – as this case study proves. While working on the project, the CHI Software devs have been seamlessly integrating the IaaS platform services with third-party financial apps from banks, trusts, and other entities. The solution constantly requires new API integrations to meet customers’ evolving needs as to the features and options it provides.

4. Technology Infrastructure Management

Our team is responsible for choosing the right technology stack to align with the project’s needs, making sure that it matches the client’s current business goals and ensures scalability. Another task for the CHI Software experts on the project is to maintain and continuously update its technology infrastructure to support the new features of this end-to-end investment platform. 

5. Security

Our developers always design custom fintech solutions with a security-first approach. While working on this Investment-as-a-Service platform, they made sure to implement industry-leading privacy and safety measures. These efforts helped the solution comply with the strictest financial regulations and boost customers’ confidence.

Our technology stack

• Java 17
• Kubernetes
• Hibernate
• Spring Boot
• Spring Cloud
• Angular
• PostgreSQL 9
• FlyWay
• Lombok
• Microservices
• Maven
• Docker
• AWS S3
• AWS SQS
• AWS CloudWatch
• AWS CodeCommit
• OrikaMapper
• ModelMapper
• FeignClient
• Resilience4j

Key achievements delivered