Legacy Trading Platform Modernization

CHALLENGE

The client, a global investment firm, had been using an internal platform to manage trading and portfolios. For years, it worked well at helping analysts and managers make informed decisions. As the company grew, the system began to slow down. When data volumes increased, processing took longer, and even small updates required more time. Compliance checks became complicated, and management could not access insights quickly enough. The business needed a trading platform modernization to improve speed, scalability, and decision-making efficiency.

ENGAGEMENT STAGE

When CHI Software took on the project, the client’s legacy trading system was already a central part of the company’s operations. Shutting it down or replacing it entirely all at once was not possible because it would interrupt daily operations. Our team and the client worked together to create an investment platform modernization plan that focused on improving performance, simplifying compliance, and supporting ongoing work. The main goal was to rebuild the system’s foundation without interrupting trading activities.

TRANSFORMATION

Our project focused on modernizing investment management software and managed to project turned a slow and complex system into a stable, efficient, and future-ready solution that supports daily trading and long-term business goals.

The trading system’s digital transformation began with redesigning the platform’s structure. The system needed to be transferred to the cloud to improve reliability and performance. Key parts were made independent, allowing for faster updates and scalability. Internal workflows became more transparent, and compliance checks were completed much faster.

For a broader view on building reliable and scalable solutions, read our article “Building an Investment Platform: Our Advice”.

SERVICES PROVIDED

• Fintech Software Development
• Microservices Architecture Implementation
• Platform Modernization
• Python ETL Service Development with AWS Deployment
• CI/CD Pipeline Setup
• Infrastructure Optimization
• Security Enhancement and Access Management

DEVELOPMENT TEAM

• 4 Developers
• 1 Team Lead
• 3 QA Engineers
• 1 Product Manager
• 1 Scrum Master

SYSTEM PERFORMANCE

While trading activity and data volumes kept growing, the platform struggled to keep up. Reports that the team needed began loading slowly, and more and more operations required manual checks. The team focused on improving processing speed and creating a stable environment for daily use.

SCALABILITY

The company’s existing infrastructure made adding new functions or integrations require considerable time and coordination. The modernization introduced a new architecture based on microservices, which allows the system to grow and adapt much faster because each component can be updated much more easily. The new structure improved flexibility and supported future business expansion.

DEPLOYMENT EFFICIENCY

Manual releases were slowing progress and increasing risks during updates. With CI/CD automation, delivery became faster and more consistent. Regular improvements could now be released without interruptions, supporting the goals of the trading system’s digital transformation.

SECURITY AND COMPLIANCE

The company’s existing access model made performing necessary audits tedious and time-consuming. The legacy modernization of the trading platform introduced group roles that simplified control and improved transparency. This change strengthened governance and built trust in the company’s data security.

DECISION SUPPORT AND USER EXPERIENCE

Real-time access to data became a key advantage of the investment trading management platform modernization. Executives and analysts could now track results, plan strategies, and make informed decisions without delays.

STRATEGY

The client sought to modernize its internal trading platform, aiming to increase speed, safety, and scalability while ensuring all operations continued to run smoothly. CHI Software created a trading platform modernization plan that focused on stability, automation, and compliance. The main goal was to improve the core system without affecting daily trading work and to prepare it for long-term growth.

DEVELOPMENT PHASES

+60% FASTER SYSTEM PERFORMANCE

Processing speed and reporting improved dramatically. Large-scale trading operations now run smoothly even during market peaks, ensuring stability and efficiency across the platform.

×5 SCALABILITY GROWTH

The migration to AWS and a microservices-based architecture allowed the platform to handle five times more concurrent operations without downtime, supporting the company’s expanding trading activity.

+30% STRONGER SECURITY AND COMPLIANCE

The legacy modernization of the trading platform introduced group roles and SSO integration, improving access transparency and audit readiness. Compliance reviews now take less time, and data protection meets corporate and regulatory standards.

×2 FASTER DELIVERY CYCLES

Automated CI/CD pipelines reduced deployment time and minimized manual work for employees. The company can now release updates twice as fast while maintaining system consistency and compliance control.

-20% INFRASTRUCTURE COSTS

The scalable trading platform upgrade on AWS optimized resource allocation and reduced maintenance costs, providing better performance at a lower total cost of ownership.

+40% HIGHER USER SATISFACTION

Traders, analysts, and executives benefit from faster data access and real-time analytics. The investment trading management platform modernization improved collaboration, accuracy, and decision-making across departments.

Organizations planning to upgrade a legacy trading system or modernize their investment management software can rely on CHI Software’s expertise in financial technology.
Our team builds scalable, secure, and high-performance systems that evolve with your business and deliver measurable value.

WHAT WE SPECIALIZE IN

• Trading platform modernization and scalable architecture transformation
• Investment trading management platform modernization for advanced performance and automation
• Trading system digital transformation to enhance speed, reliability, and security
• Scalable trading platform upgrade with AWS-based infrastructure
• Legacy modernization of the trading platform and technology migration to modern stacks
• Modernizing investment management software for data accuracy and process efficiency
• Automation and DevOps practices to accelerate deployment and reduce costs

INDUSTRIES WE SUPPORT

• Investment and trading firms
• Financial technology companies
• Asset and portfolio management providers
• Private equity and hedge fund organizations
• Brokerage and wealth management companies
• Financial data analytics platforms