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corextech.ai
Client: Prana Accounting
Date: Jan 2025
Industry: Finance
Brokerage Trading App
Overview: Developed a secure trading dashboard and mobile platform for real-time stock transactions, client onboarding, and regulatory compliance. The solution replaced manual, paper-based workflows with a modern digital suite designed for brokers and compliance teams.
- ⟶ Manual client onboarding with paper forms
- ⟶ No self-service portal for clients
- ⟶ Inefficient compliance tracking and auditing
- ⟶ Lack of centralized real-time trade monitoring
- ✔ Built KYC-compliant onboarding modules
- ✔ Developed real-time trading dashboard & trade log
- ✔ Added admin and compliance reporting panels
- ✔ Implemented AES-encrypted role-based access
- ✔ MVP launched in just 6 weeks
- ✔ 25% faster client onboarding post-launch
- ✔ Reduced compliance audit time significantly
- ✔ Enabled seamless real-time broker-client interaction
- ✔ Empowered brokers with a secure digital toolset
- ✔ Improved onboarding experience for clients
- ✔ Accelerated audit and compliance workflows
- ✔ Set a strong foundation for fintech scalability
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