PROJECT
GOALS
- Simplify investment for retail users through intuitive design and automation.
- Enable onboarding with KYC, risk profiling, and account linking.
- Ensure data privacy, encryption, and compliance with financial regulations.
- Develop an algorithm-based portfolio allocation engine.
- Provide a real-time dashboard for portfolio performance.
SOLUTIONS
- Integrated ID verification (KYC) and risk assessment quiz.
- Built logic for mapping user responses to investor profiles.
- Linked user accounts via Plaid and other banking APIs.
- Developed an algorithm that allocates ETFs, bonds, and stocks based on user risk levels.
- Periodic rebalancing and automated notifications.
- Integrated real-time market data for investment updates.
- Performance charts, diversification breakdowns, and historical views.
- Real-time deposit, withdrawal, and asset allocation options.
- Tax summary and document center.
- Built backend tools for monitoring accounts and flagged transactions.
- Role-based access control and activity logs.
- Reporting for compliance teams and financial audits.
TECHNOLOGIES
- Frontend: React, TypeScript, Chart.js
- Backend: Node.js, Python
- Infrastructure: AWS (ECS, RDS, Lambda), Terraform
- Database: PostgreSQL, Redis
- Integrations: Plaid, Alpaca API, Twilio, Onfido
- Security: OAuth2, Data encryption at rest & in transit, SOC 2 practices
RESULTS
- Successfully launched robo-advisor platform within 9 months.
- Fully compliant with data and financial regulations.
- Increased user engagement with intuitive dashboards and automated insights.
- Over 12,000 users onboarded in the first quarter post-launch.
- Scalable infrastructure supports growing user base and new financial products.