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Kennedy Chokkalingam
Case Studies

Trading Platform Case Studies

How operators scale clients, automation, and infrastructure on the platform foundation.

Representative outcomes from white label deployments. Metrics are anonymized and consistent with hub summaries — replace with client-approved figures when available.

White-label algorithmic trading platform with multi-market support, real-time data, and branded deployment

Platform capabilities

  • Multi-broker integration
  • TradingView automation
  • Client management
  • Cloud infrastructure

Challenge → Solution → Results

Regional Broker Platform

Brokerage01 / 03

Problem

The Challenge

What problem did the brokerage face?

  • A regional brokerage serving retail clients across multiple cities relied on manual trade copying, spreadsheet P&L tracking, and fragmented broker terminal access. Clients expected a branded web portal with live positions and order placement — not separate logins per broker application.
  • Internal IT estimated 18+ months to build OMS, broker OAuth, WebSocket market data, and admin tooling from scratch. Competitors were already marketing modern client experiences while the firm remained constrained by operational overhead.
  • Peak IST session load and multi-broker symbol resolution across NSE and BSE added complexity beyond a generic web development team's experience. Leadership needed a proposal-based path to branded deployment without hiring a full trading infrastructure division.

Deployment

The Solution

How was the white label platform deployed?

  • The firm deployed a white label trading platform with branded client portals, multi-broker OAuth linking, and an admin console for client lifecycle management. Broker adapters covered their primary NSE/BSE relationships with paper-trading defaults during onboarding.
  • OMS fill reconciliation and tick-driven RMS replaced manual oversight for standard retail workflows. Custom reporting exported client statements under the brokerage brand for monthly statements and dispute resolution.
  • Infrastructure launched on a dedicated Mumbai server with a documented migration path to load-balanced AWS ap-south-1. Split-worker architecture allowed evening deploys without interrupting live session trading.

Platform modules

Modules used in this deployment

  • Client Portal
  • Broker Management
  • OMS
  • RMS
  • Admin Console
  • Reports
  • Infrastructure & Deployment

Outcomes

Results after deployment

Key growth metric

200 clients at launch800 clients within 18 months
  • Reduced manual order entry by an estimated 70%
  • Average execution time cut from minutes to seconds via automated routing
  • Infrastructure scaled from single dedicated server to load-balanced cloud deployment

Challenge → Solution → Results

Signal Provider Automation

Signal provider02 / 03

Problem

The Challenge

What problem did the signal provider face?

  • A TradingView-based signal provider grew subscriber count through social channels but executed alerts via fragile single-process scripts. Per-subscriber broker differences — Zerodha, Angel One, and others — caused frequent routing errors during peak alert windows.
  • Subscribers demanded branded portals with live P&L and trade history instead of screenshot proofs in messaging apps. Support tickets spiked around P&L disputes and stale credential incidents when paper-trading safeguards were absent.
  • Hiring dedicated operations staff for every 50 new subscribers eroded margins. Leadership needed subscription-gated automation that scaled without linear headcount growth.

Deployment

The Solution

How was automation and branding implemented?

  • TradingView webhook fan-out routed alerts through per-client strategy allowlists with broker-specific OAuth credentials. Paper-trading defaults blocked live orders until subscribers completed explicit activation — eliminating stale-credential incidents.
  • Branded client portals showed live positions, subscription tier status, and exportable trade history. Admin consoles let operators pause subscribers, adjust strategy maps, and monitor webhook queue depth during peak windows.
  • Custom reporting templates aligned portal P&L with broker statements, reducing dispute-driven support load. Subscription billing integration gated feature access by tier without manual spreadsheet tracking.

Platform modules

Modules used in this deployment

  • TradingView Automation
  • Client Portal
  • Broker Management
  • Client Management
  • OMS
  • Reports

Outcomes

Results after deployment

Key growth metric

150 subscribers450 subscribers without additional operations staff
  • TradingView webhook fan-out handles peak alert windows reliably
  • Paper-trading safety defaults eliminated stale-credential live order incidents
  • Custom reporting reduced support tickets related to P&L disputes

Challenge → Solution → Results

Prop Desk Operations

Prop desk03 / 03

Problem

The Challenge

What problem did the prop desk face?

  • A prop trading desk managed dozens of trader accounts across multiple brokers with manager-scoped access requirements. Legacy tools offered per-broker terminals without unified risk visibility or session-end bulk operations.
  • Deploying strategy or API changes during market hours risked killing active sessions — unacceptable for a desk trading through IST peak windows. Data residency requirements ruled out multi-tenant overseas SaaS.
  • Scaling from 40 to 100+ trader seats required tick-driven risk monitoring and audit trails managers could review without logging into each broker separately.

Deployment

The Solution

How did the platform support prop desk operations?

  • A dedicated-server deployment met data residency requirements while providing a unified admin dashboard across all trader accounts. Manager roles scoped visibility to assigned trader cohorts with full order audit trails.
  • Tick-driven RMS enforced per-account stop-loss, exposure caps, and session rules. Bulk square-off at market close reduced end-of-day operations to a single controlled action instead of per-terminal manual exits.
  • Split-worker architecture separated API services from trading workers — enabling deploys during maintenance windows without interrupting live fills. Multi-broker adapters normalized symbol resolution across provider differences.

Platform modules

Modules used in this deployment

  • Admin Console
  • RMS
  • OMS
  • Broker Management
  • Multi-Broker Trading Platform
  • Infrastructure & Deployment
  • Security & Compliance

Outcomes

Results after deployment

Key growth metric

40 trader accounts120 trader accounts on unified dashboard
  • Bulk square-off at session close reduced manual intervention to one operation
  • Split-worker architecture eliminated trading interruptions during API deploys
  • Dedicated-server deployment met firm data residency requirements
Kennedy Chokkalingam — available for product demos and custom platform builds

Let's Build Your Trading Business

I provide a proven white-label trading platform as the foundation for fully customized trading solutions. Every deployment is tailored to your branding, workflows, broker integrations, operational requirements, and infrastructure. Pricing is proposal-based because each implementation is unique.

Services

  • White-Label Trading Platform
  • Custom Trading Platform Development
  • Broker API Integrations
  • TradingView Automation
  • Full-Stack Development & Deployment
  • Ongoing Support & Enhancements

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