[ Client ]
[ Client ]
Wealth Effect Management
Wealth Effect Management
Critical infrastructure for a securities broker.
Critical infrastructure for a securities broker.
For one of the largest securities brokers in Slovakia, we deliver and continuously develop a comprehensive enterprise software solution that powers the company's entire internal operations from trading and client management to full regulatory compliance.
For one of the largest securities brokers in Slovakia, we deliver and continuously develop a comprehensive enterprise software solution that powers the company's entire internal operations from trading and client management to full regulatory compliance.
A platform that runs an entire brokerage. 24 hours a day.
A platform that runs an entire brokerage. 24 hours a day.
A platform that runs an entire brokerage. 24 hours a day.
250k+
autonomous trades generated annually by the system
600 hours
saved per year via automated trading
99.9%
uptime across all critical API services
93%
decrease in manual client request handling
[ Results ]
250k+
autonomous trades generated annually by the system
600 hours
saved per year via automated trading
99.9%
uptime across all critical API services
93%
decrease in manual client request handling
“Migrated from legacy systems without downtime covering 8+ years of history and thousands of clients and milions of transactions.“
“Migrated from legacy systems without downtime covering 8+ years of history and thousands of clients and milions of transactions.“
“Migrated from legacy systems without downtime covering 8+ years of history and thousands of clients and milions of transactions.“
[ TRADING INFRASTRUCTURE ]
[ TRADING INFRASTRUCTURE ]
[ TRADING INFRASTRUCTURE ]
Autonomous execution at institutional scale.
The platform handles the company's entire trading operations from order entry and strategy execution to settlement, confirmation and regulatory reporting in an autonomous way. Portfolio managers operate across multiple strategies simultaneously, with the system automatically routing, executing, and reconciling trades without manual intervention.
The platform handles the company's entire trading operations from order entry and strategy execution to settlement, confirmation and regulatory reporting in an autonomous way. Portfolio managers operate across multiple strategies simultaneously, with the system automatically routing, executing, and reconciling trades without manual intervention.
By integrating directly with Bloomberg Terminal and executing via a secure proprietary REST and FIX API available 24/7, the platform connects the broker's internal infrastructure with external financial institutions — including counterparties like Saxo Bank, KBC Bank and many other institutional counterparties.
By integrating directly with Bloomberg Terminal and executing via a secure proprietary REST and FIX API available 24/7, the platform connects the broker's internal infrastructure with external financial institutions — including counterparties like Saxo Bank, KBC Bank and many other institutional counterparties.
The system now generates over 200,000 autonomous trades annually. Orders that previously required full-time traders to process manually, five hours a day.
The system now generates over 200,000 autonomous trades annually. Orders that previously required full-time traders to process manually, five hours a day.
[ YEAR ]
[ CATEGORY ]
2022 - ongoing
2022 - ongoing
Fintech
Fintech
Enterprise Software
Enterprise Software
[ INDUSTRY ]
[ COMPLIANCE ]
Securities Brokerage
Securities Brokerage
MiFID II / MIFIR
MiFID II / MIFIR
Asset Management
Asset Management
DORA Mission-Critical
DORA Mission-Critical
Investment Banking
Investment Banking
FATCA & CRS
FATCA & CRS
NBS approved
NBS approved
[ CATEGORY ]
Fintech
Enterprise Software
[ YEAR ]
2022 - ongoing
[ INDUSTRY ]
Securities Brokerage
Asset Management
Investment Banking
[ COMPLIANCE ]
MiFID II / MIFIR
DORA Mission-Critical
FATCA & CRS
NBS approved
[ COMPLIANCE & REPORTING ]
[ COMPLIANCE & REPORTING ]
[ COMPLIANCE & REPORTING ]
Built for regulators from the ground up.
The platform is a DORA mission-critical system designed and operated to meet the Digital Operational Resilience Act requirements, with full FATCA, CRS, and MiFID II / MIFIR reporting built directly into the core workflows. Regulatory submissions are automated, traceable, and generated without manual compilation.
The platform is a DORA mission-critical system designed and operated to meet the Digital Operational Resilience Act requirements, with full FATCA, CRS, and MiFID II / MIFIR reporting built directly into the core workflows. Regulatory submissions are automated, traceable, and generated without manual compilation.
The system has passed inspection by the National Bank of Slovakia and is compliant with all regulatory frameworks applicable to a supervised investment firm. Every change, every trade and every approval is fully auditable.
The system has passed inspection by the National Bank of Slovakia and is compliant with all regulatory frameworks applicable to a supervised investment firm. Every change, every trade and every approval is fully auditable.
Migrated from legacy systems without a single hour of downtime covering 8+ years of transaction history and thousands of clients and milions of transaction records while maintaining continuous operations.
We didn't just need a system. We needed a partner who understood what it means to run a regulated investment operation from the inside.
[ CLIENT EXPERIENCE ]
[ CLIENT EXPERIENCE ]
[ CLIENT EXPERIENCE ]
Institutional reliability in the palm of the client's hand.
The client-facing mobile application gives thousands of users real-time access to their portfolios, transactions and investment positions with the same execution quality and data integrity as the institutional backend that powers it.
The client-facing mobile application gives thousands of users real-time access to their portfolios, transactions and investment positions with the same execution quality and data integrity as the institutional backend that powers it.
Built with biometric authentication, two-factor signing and a proprietary engagement engine that analyzes client behavior and transaction patterns the platform increased client engagement by 18% within the first months after launch, while reducing manual client request handling by 93%.
Built with biometric authentication, two-factor signing and a proprietary engagement engine that analyzes client behavior and transaction patterns the platform increased client engagement by 18% within the first months after launch, while reducing manual client request handling by 93%.
[ BUILT FROM THE INSIDE ]