Agiliway Experience in Building a Cross-Platform Trading Solution

Our client sought to develop a comprehensive trading platform allowing users to invest in stocks and funds across multiple devices. This brokerage-style service helps simplify stock management while providing greater accessibility through both web and mobile interfaces.

In this article, we discuss how we helped our client build a complex financial solution for stock management and trading, what challenges our team encountered, and what solutions we provided.

Project Challenges

Creating a feature-rich trading platform presented numerous technical and architectural hurdles. Our team faced challenges on multiple fronts while working to maintain an intuitive user experience throughout the system.

The development spanned both web and mobile environments, with the web application built using React and TypeScript, while the mobile – React Native. Beyond the initial build, our responsibilities included implementing new features and fixing bugs to continuously enhance platform functionality.

Key functionality challenges included:

• Developing a message center for submitting documents for secure identity verification
• Integrating support for American stock markets, expanding investment options
• Creating robust account management features for managing children’s and corporate accounts
• Implementing a stock fund purchase feature with monthly savings plan options
• Providing compliance with legal verification procedures for client data

From an architectural perspective, the project demanded significant improvements to support the extensive web application functionality. A primary goal was efficiently reusing code between the web and mobile applications while transitioning to a monorepository structure for improved maintenance and collaboration.

Provided Solutions

Our approach focused on optimizing development workflows while implementing scalable architectural solutions. We benefited from the similarities between React and React Native, which allowed us to reuse code between platforms. This strategy not only speeds up development but also offers consistency in user experience across devices.

The transition to a monorepository structure proved particularly effective, enabling seamless collaboration and maintenance. This setup facilitated efficient code sharing between web and mobile applications, streamlining the long-term development process.

We also strategically decomposed system components into reusable packages, significantly reducing redundancy while improving scalability. This architectural decision has made future feature development considerably more manageable.

Value Delivered

The platform offers users a powerful yet intuitive way to invest in stocks and funds. Adoption of React technologies across platforms, we created a consistent experience regardless of device. The new features, including document verification, multi-account management, expanded market access, and automated savings plans, provide users with greater flexibility in managing their investments.

To improve efficiency, the team moved to a monorepository structure, which made development faster and more organized. The developers also broke the system into reusable components, reducing repetition and making future updates easier. These changes helped speed up bug fixes, boost performance, and keep the platform running reliably. With smart technical decisions and strong teamwork, the project delivered a dependable, adaptable, and easy-to-use trading solution.