Softment

Industries

Fintech

Share market app development company for trading, investing, and portfolio products—built with secure data handling, clean architecture, and predictable releases.

Timeline6-7 weeks
CompliancePII protection

What We Build

Solutions we deliver

Trading and investing apps

Portfolio dashboards and performance tracking

Broker integrations and account linking

KYC/KYB onboarding flows

Risk and compliance tooling dashboards

Alerts, watchlists, and price notifications

Admin tooling for reviews and approvals

Audit-friendly reporting exports

Features

Common features

Secure authentication (MFA, device checks, session controls)

Market data feeds + quote caching

Order flows, validations, and idempotency

KYC/KYB workflows and document uploads

Audit logs for critical actions

Role-based access control (admin/reviewer/support)

Rate limits and abuse protection

Alerts, watchlists, and notifications

Portfolio calculations and performance views

Secure storage for documents and statements

Monitoring + error tracking for reliability

Reporting exports (CSV/PDF) for operations

Compliance

Security & compliance

PII protectionPCI-DSS constraints (payments)SOC 2-friendly practices (no certification claims)KYC/AML workflows

Tech Stack

Recommended stack

React/Next.jsNode.jsPostgreSQLStripe/PlaidAWS/GCP

Timeline

Typical timelines

1
2-3 weeks

Discovery

Requirements gathering and architecture design

2
6-7 weeks

Build

Development, testing, and iterative feedback

3
2-3 weeks

Launch

Deployment, optimization, and handoff

FAQ

Frequently asked questions

Yes. We integrate with market data providers and broker APIs where available, handle OAuth flows, and implement safe caching and rate limiting to keep the app responsive under load.

We focus on least-privilege access, audit logs, secure session handling, encryption-in-transit, and careful validation around transactions. We can also support third‑party security reviews.

Most MVPs take 6–10 weeks depending on scope, integrations, and review workflows. We can phase delivery so core onboarding + portfolio views ship first, then expand features safely.

Yes. We build onboarding, document review, approvals, and audit-friendly reporting—while you define the legal requirements with your compliance partners.

Regional

Delivery considerations for your region

Compliance & Data (Canada)

For Canadian teams, we focus on practical privacy and security: least-privilege access, clear boundaries, and reviewable operational controls.

We can align implementation with SOC 2 / ISO-friendly practices (without claiming certification) and support documented data flows.

  • SOC 2 / ISO-friendly patterns (no certification claims)
  • Least-privilege access and secure session handling
  • Retention/deletion and export flows where required
  • PII-safe logging + access boundary documentation
  • NDA and vendor onboarding docs on request

Timezone & Collaboration (North America)

We work with Canadian teams with North America overlap and meeting windows that fit your schedule.

Delivery stays predictable via weekly milestones, async updates, and clearly documented decisions.

  • North America overlap and responsive communication
  • Async-first updates with written scope decisions
  • Weekly milestone demos and progress checkpoints
  • Clear escalation path for blockers
  • Tight change control with clear sign-offs

Engagement & Procurement (Canada)

We support procurement-friendly delivery: clear scope, change control, and billing cadence aligned to milestones when appropriate.

We can invoice in CAD for CAD-based engagements where required.

  • CAD-based engagements and invoicing options
  • Milestone-based billing and scope sign-offs
  • Time-and-materials for evolving requirements
  • Vendor onboarding pack on request
  • Optional paid discovery to de-risk delivery

Security & Quality (North America)

We keep quality visible: clean PRs, reviewable changes, and test coverage that matches the risk of each feature.

Performance budgets and release discipline help maintain stability as the product scales.

  • CI-friendly testing: unit + integration + smoke tests
  • Performance budgets + bundle checks
  • Structured release notes + rollback-safe deployments
  • Security checklist for auth, roles, and data flows
  • Observability hooks (logs + error tracking) ready for production
Ready to start?

Building a trading or investing product?

Share the core flows, market data sources, and compliance constraints—we’ll propose an MVP scope with milestones and a realistic timeline. CAD-based engagements.

Reply within 2 hours. No-pressure consultation.