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Kennedy Chokkalingam
Case Study

Regional Broker Client Portal

Challenge → Solution → Results

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.

Enterprise trading platform dashboard with multi-broker client ops, live positions, and branded white-label UI

Platform capabilities

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

Engagement narrative

Regional Broker Client Portal

Case study
Published June 15, 2024 · Updated March 10, 202501 / 05

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

What was engineered for the brokerage?

  • The engagement delivered a branded Client Portal, multi-broker OAuth linking, and an Admin Dashboard for client lifecycle management. Broker API 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 the firm owned, 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
  • Multi-Broker Dashboard
  • Broker API Integration
  • OMS
  • RMS
  • Admin Dashboard
  • 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

Where should you go next after reviewing this engagement?

Related Capabilities

6 modules to explore alongside your platform build.

CapabilitiesDevelopmentIntegrationsAutomationDelivery