A Platform for Investors
client
NDA
NDA
industry
Fintech
platform
Web Application
1 year
Duration
5 employees
Team
Request
The client wanted to make investing transparent, intelligent, and easy to manage. So, the request was to design and develop the product from concept and UX strategy to backend architecture and QA. This web platform should support trading, analytics, and real-time data across multiple asset types.
Challenge
Our team faced three main challenges. We had to combine different types of assets (stocks, crypto, and private equity) into a single, understandable, and intuitive interface. Another challenge was to keep real-time accuracy and high performance. And finally, we needed to balance analytical depth, not clutter the screen, and make the app powerful for pros but still friendly for beginners.
Our solution
We built a modular system that supports different asset types and updates in real time through WebSocket connections. Progressive disclosure shows only the most important information, but keeps access to advanced analytics with a single click. Users move from a clean homepage and quick sign-up to a personalized dashboard naturally and clearly. They can check their portfolio, follow market moves, and trade in just three simple steps.
Core Features
Public Stocks
The platform connects users directly to leading exchanges such as NYSE, NASDAQ, and international markets. Investors can analyze live price updates, explore advanced, interactive charts, and review insights. All of these - without leaving the dashboard. With commission-free trading and fast order execution, they can react instantly to market changes and make more informed investment decisions.
Cryptocurrency
Users can buy, sell, and track major cryptocurrencies (Bitcoin and Ethereum) with 24/7 trading execution. The platform provides low-fee transactions and integrates real-time price tracking directly into the portfolio dashboard. Investors manage their entire portfolio from one place anytime, anywhere, with full confidence that their assets are safely stored and protected.
Private Equity
Qualified investors get exclusive access to pre-IPO opportunities and vetted private equity deals. They can invest directly in fast-growing companies before they go public and easily diversify across new sectors. The platform also offers expert guidance and diversification tools to spot high-potential opportunities for confident decisions.
Technologies we used
Project Team
Similar Cases
STB Union
STB Union, a major FinTech player, partnered with Yojji to evolve from a traditional currency exchange network into a modern financial marketplace. The project aimed to develop a secure, scalable platform for multi-currency wallets, international transfers, and digital card services, using React JS, React Native, and Java to enhance STB Union’s service offerings and strengthen its position in FinTech.
View
ValaPay
Vala facilitates direct money transfers between businesses, reducing transaction costs and creating new revenue streams. Our team handled the UI design, revamped the application’s admin panel, and built a mobile version from scratch. Ultimately, we were given full autonomy over project design and development decisions.
View
Payroll
Payroll is a $1.2b cloud-based solution enabling companies of all sizes to manage global payroll, facilitate direct money transfers, and oversee payment cycles. They approached us in January 2019 to build this system on their financial and legal infrastructure. Yojji led the front-end development, including design, and contributed to back-end tasks. Through close collaboration and our team’s expertise, we successfully developed an efficient payroll system from scratch.
View
