Social trading platform

Client: FinTech company
QA
Expertise:
Tech Stack:
Analyst
Backend
Frontend
Kubernetes
TypeScript
Docker
React.js
Redux
Node.js
Spring Boot
MongoDB
PostgreSQL
DevOps
Our client is a visionary in the FinTech industry, aiming to democratize access to investment strategies by creating a social trading platform. The platform seeks to connect users with investors who share real-time investment signals and strategies, fostering a collaborative investment ecosystem.
About the Client
The Social Trading Platform was designed to offer users direct access to investment insights from both private and institutional investors. It integrates AI-driven features for personalized investor matching, a secure communication system, and tools to facilitate informed decision-making through webinars, reports, and analytics.
Project Overview

Challenges & Objectives

Challenges:
  • Developing a complex AI-powered matching and filtering system to connect users with the right investors.
  • Creating a secure yet interactive environment for real-time collaboration between users and investors.
  • Ensuring scalability to handle a growing community of global users.
Objectives:
  • Build an intuitive platform where users can study investment strategies and signals.
  • Enable robust communication through private/group chats, live streams, and webinars.
  • Deliver powerful analytics and reporting tools for tracking investment performance.
Implementation
  • 01
    Platform Development:
    • Frontend: Designed a responsive and user-friendly interface using React.js for seamless navigation.
    • Backend: Built the core functionality with Node.js and Spring Boot to ensure robust scalability.
  • 02
    AI-Driven Features:
    • Integrated AI algorithms to classify and match investors by areas of interest, risk tolerance, and predicted returns.
    • Added advanced filters and smart search capabilities for finding relevant investment strategies.
  • 03
    Collaboration Tools:
    • Developed secure private and group chats using end-to-end encryption.
    • Integrated live streaming and webinar rooms for real-time communication.
  • 04
    Investment Ecosystem:
    • Built features for cataloging investors, tracking performance, and accessing paid/free plans.
    • Enabled detailed analytics and reporting tools to assess investment performance and trends.
  • 05
    Scalability & Security:
    • Deployed on AWS with containerized infrastructure using Docker and Kubernetes.
    • Ensured secure access with OAuth 2.0, JWT authentication, and AI-based fraud detection mechanisms.
  • 06
    Testing & Deployment:
    • Conducted rigorous testing to meet high performance and compliance standards.
    • Provided comprehensive user documentation and training for platform administrators.

Outcomes & Business Impact

  • Democratized Investment Insights: Users gained unprecedented access to strategies and signals from diverse investors.
  • Enhanced Collaboration: Secure communication and interactive features boosted engagement between users and investors.
  • Informed Decision-Making: Analytics, smart search, and reporting tools empowered users to make data-driven investment decisions.
  • Global Reach: The scalable platform enabled seamless onboarding of investors and users from around the world.
The Social Trading Platform transformed the way users access and collaborate on investment strategies, empowering a global community of investors and fostering a dynamic, transparent, and data-driven investment ecosystem.

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