01
The back office is the growth constraint
Front-ends are quick to launch. What limits how many brands, products or regions a brokerage can add is how much manual reconciliation the operations team can absorb.
Industry
Fintech & Trading
Brokerages, investment research, lending and market data. Regulated environments where a display error is not a cosmetic bug, an access-control gap is a finding, and the back office decides how fast the business can grow.
- Sector
- Fintech & trading
- Projects delivered
- 1 systems
- Pressures
- 4 core constraints
- Capabilities
- 3 disciplines
Sector Delivery Scope
4 Specialized Systems
Featured Sector Deployment
Egyptian Stocks
Localised market platform
Egypt● Live Platform
Architectural Modules
- Client-facing trading surfaces
- Operations & back-office portals
- Research & data products
Operational Constraints
What makes fintech & trading hard.
Where the numbers have to reconcile, every time
02
Reconciliation is a trust problem
If the P&L on screen does not match the ledger, clients stop trusting the platform — and trust does not come back through a support ticket.
03
Compliance shapes the architecture
Audit trails, access control, data retention and KYC document handling are structural requirements, not features that can be bolted on before an audit.
04
Data arrives unstructured
Market data, statements and public filings all need normalising before any of it is comparable or queryable.
Architecture & Systems
The systems that answer those pressures.
System 01PRODUCTION SCOPE
Client-facing trading surfaces
Order entry, position and P&L views, copy-trading configuration — with displayed figures reconciled against the ledger.
System 02PRODUCTION SCOPE
Operations & back-office portals
Client lifecycle, KYC review, payments, IB commission, reporting and the admin tooling support staff actually use daily.
System 03PRODUCTION SCOPE
Research & data products
Calendars, screeners, categorisation and analytical views built on normalised ingestion rather than scraped pages.
System 04PRODUCTION SCOPE
Platform APIs
Documented, permissioned REST interfaces so new front-ends and brands do not require a new back office.
Method
Five phases, adapted to the sector's risk.
- 01
Phase 01: Diagnose
1 — 2 weeksWe look at the actual system, the actual data and the actual workflow before proposing anything. Output is a written assessment: where the constraint really is, what it costs you today, and the options ranked by cost and risk.
Outputs
4 deliverables- Technical and process assessment
- Constraint identified and quantified
- Options with cost, timeline and risk
- A recommendation we are willing to defend
- 02
Phase 02: Architect
1 — 3 weeksDomain model, route and data architecture, integration boundaries and non-functional requirements agreed in writing. This is the cheapest place to be wrong, so we spend the time here rather than discovering it in month four.
Outputs
4 deliverables- Domain and data model
- Architecture decision record
- Integration and API contracts
- Performance budget and acceptance criteria
- 03
Phase 03: Build
4 — 16 weeksTwo-week cycles against a live environment you can open at any time. No screenshot theatre — you review working software with realistic data, and priorities can be reordered between cycles.
Outputs
4 deliverables- Working software every two weeks
- Live staging environment from week one
- Cycle reviews with a written summary
- Visible backlog with priority agreed with you
- 04
Phase 04: Harden
1 — 3 weeksThe unglamorous work that decides whether launch is calm: permissions reviewed, error paths exercised, performance measured against the budget, migrations rehearsed and reversed.
Outputs
4 deliverables- Security and permission review
- Performance and load verification
- Migration rehearsal with rollback
- Monitoring, alerting and error tracking
- 05
Phase 05: Operate
OngoingLaunch is a checkpoint, not an ending. Under a retainer we watch real traffic, fix what the data exposes, and keep shipping the next increment of value.
Outputs
4 deliverables- Production monitoring and incident response
- Iteration on measured behaviour
- Documentation kept current
- Handover to your team whenever you choose