The Global Trading Infrastructure Provider traces its origins back to the early 2000s, when it first launched a broker-neutral trading platform designed for professional market participants. Over the years, the business evolved from a niche technology provider into a global fintech software company serving broker-dealers, clearing firms, proprietary trading groups, and hedge funds.

In the mid-2010s, the company underwent a pivotal transformation under private equity ownership. It expanded product coverage beyond its initial trading front-end to include a comprehensive suite of solutions: multi-asset Order Management Systems (OMS), real-time Risk and Margin platforms delivered as SaaS, and fully integrated web and mobile trading applications. A strategic divestiture of its brokerage division further streamlined the business model, sharpening its focus on scalable software solutions and recurring revenue streams. During this period, the enterprise value of the company more than doubled, reflecting both the strength of its technology portfolio and the success of the private equity value-creation strategy.

The growth trajectory has been substantial. By 2018–2020, the provider’s systems were already processing approximately 5% of all U.S. equity market volume, climbing to over 8% at peak activity in late 2020 - equivalent to more than 900 million shares processed per day. Today, its platforms support more than 100 clients across 20+ countries, underscoring both market penetration and international relevance.

The acquisition of the company by another private equity fund in 2021 marked a new phase of value creation. Backed by fresh capital and guided by a strengthened leadership team, the provider has continued to scale its infrastructure, expand its OMS and risk management capabilities, and launch innovative offerings such as overnight equities trading. These initiatives have reinforced its position as a critical technology partner for the global capital markets and set the stage for durable, long-term growth.

Building on this foundation, the company has developed a portfolio of integrated products that reinforces its position as a global trading infrastructure leader.

Key offerings include:

• Risk Management System: a real-time, cloud-based platform delivering sophisticated analytics, margin calculations, and multi-asset coverage.
• Trading Platforms: including a configurable Web & Mobile solution, providing multi-asset trading capabilities and features such as 24×5 U.S. equities trading.
• Order Management System (OMS): a high-performance order processing engine offering real-time balances and positions, advanced margin methodologies, customizable risk controls, broad reporting features, and direct connectivity to market destinations.

TIAC Enables Development of the Risk Management Solution

Global trading infrastructure provider recognized a critical need among its clients - the ability to monitor Reg T, portfolio margin, and custom house policy requirements in real-time. Upon identifying this challenge, they have decided to offer a custom solution and conducted business analysis and mathematical modeling of potential approaches to address this problem.

Inception

Through market analysis and detailed technical requirements definition, including proprietary mathematical models for risk calculations, the company developed a strategic approach to solve this challenge. For architecture, design, and end-to-end delivery of this solution, the client turned to its long-time tech enabler TIAC, requesting the formation of a dedicated Fintech MDC (Managed Development Center).

Together, we defined a product development roadmap for a solution that would enable firms to monitor risk in real-time across multiple asset classes while ensuring regulatory compliance. This strategic approach was crucial in developing a platform that would remain relevant and effective as market conditions and regulations evolved.

Methodology

TIAC employed agile methodology, working closely with the client's business and technical teams to facilitate the development of the Risk Management Solution. The agile approach ensured an iterative process where system components were refined incrementally to align with project requirements and regulatory deadlines.

Feedback integration was central to TIAC's methodology. Regular updates were provided to stakeholders to monitor progress, address technical challenges, and outline development plans. This structured and communicative approach ensured the development of a robust, user-friendly solution that met stringent regulatory requirements and performance standards.

Development

The development of the Risk Management System progressed through several key stages, starting with the deployment of core functionality and followed by continuous updates to integrate additional asset classes and advanced analytics capabilities. The system was built on cloud-based infrastructure to enhance scalability and accessibility, with a focus on providing real-time performance and comprehensive API integration.

Technologies

Java Spring, React, SQL database, and Kafka for messaging infrastructure. Also, REST APIs.

Project Team

The project team consisted of the client's domain experts on the business side with TIAC's Fintech MDC unit, consisting of fintech engineers and a system architect.  

Outcome

The Risk Management System successfully evolved from an idea and early-stage project to become one of the primary advertised and promoted solutions. The platform offers sophisticated real-time risk analytics and margin calculations delivered as Risk-as-a-Service (RaaS), enabling financial institutions to monitor complex, multi-asset portfolios instantaneously.

The system now processes 1.6 million equity transactions and 400-500 thousand options in near real-time, supporting the client's position as a technology provider that processes over 8% of all US stock volume.  

Key features include:

• Real-time margin calculations for Reg T, portfolio margin, and custom house policies. Standard implementation is completely SaaS based with no need for installing any hardware or software on premises.
• Advanced risk analytics, including VaR, scenario analysis, and options expiration risk
• Multi-asset support covering equities, options, futures, FX, crypto, and fixed income
• API integration enabling seamless system connectivity

Commercialization

The platform's success and positive reception have established Global Trading Infrastructure Provider as a leading provider of risk management technology in the financial services sector. The solution now serves over 100 clients across more than 20 countries, demonstrating its scalability and market relevance.

TIAC’s Fintech MDC Enables Creation of the Web & Mobile Trading Solution

Global Trading Infrastructure Provider carried out a strategic acquisition of a specialized trading application to further enhance its offerings and user experience. To address the challenge of integrating solution into the existing platform, it was required to perform a comprehensive analysis of the existing application architecture and develop strategic plans to transform it into an integrated platform that could support the client's growing client base. This venture required an expert-level fully dedicated tech team with a track record in supporting financial services technology projects.  

Inception

The company embarked on a transformative architectural shift of its trading platform, partnering with TIAC as its tech enabler. This undertaking included in-depth technical due diligence and end-to-end planning across the full SDLC, covering every stage from architecture and development to testing and delivery.

Together, TIAC and the company defined a product development roadmap that would enable financial institutions to offer sophisticated trading capabilities under their own brand while maintaining seamless integration with the client's trading infrastructure.

This strategic approach was crucial in developing a platform that could serve as a companion to desktop applications, integrated with the existing backend, providing flexibility for traders requiring mobile and web-based market access.

Methodology

TIAC employed an adaptive development methodology, working closely with the client's product and technical teams to facilitate the platform transformation. While the team initially attempted to implement sprint-based agile methodology, they adapted their approach to address the unique challenges of integrating existing code with new infrastructure requirements.

The development approach emphasized client-driven feature development, ensuring that enhancements aligned with market demands and their strategic objectives. Regular coordination meetings and continuous feedback integration ensured that development remained focused on commercial viability and technical excellence.

A key aspect of TIAC's methodology was proactive process improvement, with the team developing automated testing protocols and monitoring systems to enhance development efficiency and platform reliability.

Development

The development of the Web & Mobile progressed through strategic phases, beginning with backend integration challenges and evolving to include comprehensive mobile development and white-labeling capabilities. The platform was architected to function as an extension of the existing desktop applications.

Technologies

Java, C# and Objective C.

Project Team

The dedicated Fintech MDC for this product has varied in size and expertise requirements depending on the product development phase, but consistent development, QA and BA members have been maintained.  

The multidisciplinary team approach ensured comprehensive coverage of quality assurance, mobile development, web development, and backend integration requirements.

Outcome

The Web & Mobile platform has achieved significant commercial success, from a single-instance application to a white-label solution that was implemented at 10+ end clients (financial institutions). This expansion has made the platform significantly easier to use and implement and is more attractive to new customers, substantially improving its commercial attractiveness.

The platform now offers:

• Multi-device trading capabilities across web, iOS, and Android platforms
• High-performance market data with real-time Level I and Level II quotes
• Advanced trading functionality including options trading, customizable watchlists, and real-time charting
• White-label capabilities enabling financial institutions to brand the platform according to their specifications
• Seamless integration with the client's comprehensive trading infrastructure

Commercialization

The success of the Web & Mobile has established the platform as a key component of their product portfolio, contributing to the company's growth as a leading trading technology provider. The white-labeling capabilities have enabled the them to serve a diverse range of financial institutions while maintaining a consistent, high-quality user experience.

Future Partnership & Strategic Direction  

Global Trading Infrastructure Providernologies continues to expand their market presence and technological capabilities, with ambitious plans for next-generation trading solutions and enhanced market coverage. TIAC is committed to being an even more strategic partner in realizing these goals, leveraging our proven track record and deep understanding of the Client's business to deliver innovative solutions that drive their continued success.

Our ongoing collaboration focuses not just on maintaining current platforms, but on pioneering new technologies and approaches that will position the Client at the forefront of trading technology innovation.  

Through our MDC units and systematic innovation approach, TIAC is uniquely positioned to help the Client achieve their strategic objectives while maintaining the highest standards of quality and reliability that have defined our partnership.

This Client entrusted TIAC with 13 years of confidence and the opportunity to achieve success together.

TIAC's Approach to Innovation

TIAC's systematic approach to technology and knowledge development through specialized expertise in financial technology ensures continuous innovation and capability building. Our MDC (Managed Development Center) units serve as dedicated teams that apply TIAC's innovation methodology to deliver added value to clients, as demonstrated through successful partnerships with Global Trading Infrastructure Provider.

• Reducing uncertainty through effective technical due diligence, business analysis, scenario planning, and risk assessment
• Building specialized skills in financial technology, and fintech (AssetTech, WealthTech, InsurTech) systems and architecture
• Exploring emerging trends and financial innovation
• Creating scalable solutions that support client growth and market expansion  
• Developing automated processes that enhance development efficiency and quality

TIAC’s Competitive Edge

Financial technology companies seeking to develop or enhance platforms can leverage TIAC's proven expertise in financial technology development, real-time systems architecture, and regulatory compliance to accelerate their innovation initiatives and maintain a competitive advantage in dynamic financial markets.

Clients we work with can expect that we place high importance to understanding their industry and challenges, so that we are equipped to proactively deliver solutions.

Our top priority is to make our client even more successful.