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Industry SolutionsFinance & Capital Markets Software

Software for finance and capital-markets teams that need precise, auditable data handling: portfolio and risk tooling, client reporting, and workflows designed around regulatory reporting obligations such as MiFID II and Dodd-Frank.

Small models of a house, a shopping bag, a coffee cup and a toolbox, with a phone in front
Fiverr
5.0 · 126 reviews
Own product
Workspace369
Fixed-price offers from
$450
MiFID II
and Dodd-Frank compliance
FL
Based in Miami, Florida
Flutter
iOS, Android & web
50/50
Upfront & on delivery

What We Deliver

Institutional Finance Solutions We Deliver

01

Portfolio Management Platforms

Multi-asset class portfolio construction and rebalancing engines supporting equities, fixed income, derivatives, and alternatives.

02

Regulatory Reporting Engines

Automated generation of MiFID II transaction reports, Dodd-Frank swap data submissions, and EMIR trade reporting.

03

Risk Analytics Dashboards

Real-time VaR, stress testing, and scenario analysis dashboards that aggregate risk exposure across portfolios and counterparties.

04

Algorithmic Trading Systems

Low-latency execution engines with customizable strategy frameworks supporting VWAP, TWAP, and market-making algorithms.

05

Wealth Management Portals

Client-facing portals with performance attribution, tax-lot accounting, and consolidated reporting across custodians.

06

Real-Time Market Data Integration

Normalized data feeds from Bloomberg, Refinitiv, and exchange APIs with sub-second latency.

How it works

Our Development Process

Short sprints with a working demo at the end of each one mean you see progress early and can change priorities before they become expensive.

  1. Discovery

    We analyze your vision, goals, and competitive landscape to craft a solution roadmap. This phase typically runs 1-2 weeks and defines the full project scope.

  2. Design

    Intuitive UI/UX crafted with interactive prototypes. Prototypes let you test the flow with real users before any code is written.

  3. Development

    Expert engineering using Flutter, Vue.js, Node.js, and GCP in 2-week Agile sprints with weekly milestone demos for full transparency.

  4. Launch & Support

    Reliable deployment with crash and uptime monitoring and ongoing maintenance. Maintenance plans run during business hours, Monday to Friday.

Our Technology Stack

  • Flutter
  • TypeScript
  • Node.js
  • GCP
  • Firebase
  • Vue
  • JavaScript
  • Python

Questions

Frequently Asked Questions

How do you ensure MiFID II and Dodd-Frank compliance in trading platforms?

Compliance logic is embedded directly into the trade lifecycle, from pre-trade checks and best execution analysis to post-trade reporting. The system automatically generates RTS 25 clock synchronization records and RTS 28 execution quality reports required under MiFID II. Our architecture also supports Dodd-Frank swap data repository submissions through direct integration with DTCC and ICE SDRs.

What portfolio analytics capabilities can be built into a custom platform?

Analytics capabilities include performance attribution (Brinson-Fachler methodology), risk decomposition, factor exposure analysis, and Monte Carlo simulations. The platform can support both historical and forward-looking analytics with configurable benchmarks and peer group comparisons.

What latency can be achieved with custom algorithmic trading systems?

Custom trading systems achieve execution latencies in the low-millisecond range using optimized network stacks, co-location strategies, and event-driven architectures. We implement FIX protocol connectivity, smart order routing, and real-time P&L tracking to ensure execution quality meets institutional standards.

How do you handle data security for institutional financial platforms?

Defense-in-depth security architecture includes AES-256 encryption, hardware security modules for key management, and SOC 2 Type II compliant infrastructure. The platform can include role-based access control, data masking for PII, network segmentation, and continuous penetration testing to meet institutional security requirements.

Simon Dziak - Founder of App369

Your Development Partner

Simon Dziak

I build every finance & capital markets software project myself, with Flutter and Firebase, and I personally ensure every project meets the highest standards.

Power Your Institutional Finance Operations with Enterprise-Grade Technology