How Did We Digitalize the Processes of the Grid Capital Brokerage Company?

We were waiting for not the easiest but a large-scale and very interesting project with many tasks and time constraints. There were enthusiastic specialists: one business analyst, one scrum master, two back-end developers, and two developers for each iOS and Web solutions. We combined tasks into two iterations:

• design creation and functionality implementation;
• implementation of the backend and all necessary integrations.

The designer developed a responsive layout for each screen so that the product looks attractive on different devices with different resolutions. Front-end developer turned the layout into an intuitive interface and implemented user scenarios and functionality provided by the designer.

Completed tasks:

• immersion in a financial project to develop an ideal corporate design;
• creation of several versions of the design until the customer was satisfied with the result;
• turning the approved design layout into statistical and dynamic pages for different devices and resolutions;
• writing an API for integration with the backend to connect all user actions to the platform's business logic;
• writing unit tests to verify that each created function works correctly.

• programming the server part and designing databases for reliable information storage;
• ensuring the correct functionality: from registration and search to the investor profile and price monitoring system;
• performing several complex integrations related to financial transactions (including cryptocurrency);

• setting up user roles and optimizing management through the administrative panel;
• testing and debugging the product and its individual components, eliminating technical problems.
• development of interaction interfaces for integration with other systems and services.

We took care of the security of investors' data: we implemented two-factor authentication and added the ability to view all devices. Users can set data sharing permission.

The profile displays basic information about stocks, ETFs, options, crypto of the user. A separate section contains investment data: Total Portfolio Value, Instant Deposits, Withdrawable Cash, and Day Trades.

An investor can customize the profile for themselves by specifying personal details, assets (liquid, net worth, yearly income, source of funds), and investments (goal, timeline, experience, rice tolerance, liquidity).

We implemented the ability to receive private messages, scroll through the feed of letters from different contacts (Grid, Stock companies, Announcements, Rewards), and view the history of correspondence.

User has access to the news feed, which publishes current reviews and forecasts from the world of securities based on official sources. Current topics are collected in Trending Lists.

The platform contains information about securities sellers: company description and key statistics (market cap, price earning ratio, dividend yield, average volume) for making informed investment decisions.

We have developed functionality for quick buying and selling of shares. The investor can choose a currency, set the number of shares to buy and the amount to invest. Order summary is displayed before completing it.

The investor has access to the portfolio price (price summary of all shares) and can track the investment portfolio's value in dynamics (on the chart) and changes in their purchasing power.

The user can control the available amount of cash on account, view recent transaction history, and manage debit card (data visibility, blocking, pin change) and bills & direct deposit.

This is a valuable feature for the investor that allows you to transfer money from a bank account to their grid card and from the grid card to their bank account. The platform displays details of all completed transactions.

The platform offers recommendations from analysts in the field of securities management. The user may know exactly which companies' stocks are better to buy, hold, and sell and when. For the selected stock there is a full analyst report with a lot of valuable information.

The platform displays all the necessary information about the stock, including earnings. We have fixed the display of estimated earnings for past periods for easy tracking. Besides, the actual stock earnings data is also shown.