PLATFORM DEVELOPMENT
Quant Firm Launches Centralized Investment Platform
A major investment firm based in Texas partnered up with Antematter to design and deliver an investment management platform that provided users a complete view of their portfolio and access to established strategies with reduced manual effort.
Our Client
Our client is a quantitative and fundamental investment firm that focuses on the next generation of internet technologies. They use data science, in-house technology, and investment experience to understand technology adoption and make informed decisions. Their work spans both public and private markets.
They work closely with founders and portfolio companies to help them grow and succeed. They also advise entrepreneurs, family offices, institutions, and wealth managers on how to build long-term technology investment strategies.
Core Challenges
The client wanted to address the following key concerns faced by their customers and staff:
Scattered Portfolios
Most customers had accounts with several brokerages and no way to get a complete picture of their investments. This made it harder to make informed decisions.
Limited Access to Expert Guidance
Retail investors often lacked access to structured investment strategies or professional managers without going through traditional firms.
Limited Access to Expert Guidance
Advisors and managers spent a lot of time preparing reports, tracking performance, and managing client communications. This slowed them down and limited how many clients they could support.
Solution Overview
Antematter delivered the platform in structured phases to build from a strong base and expand its features over time.
We started with the backend. It supports user roles, secure transactions, and core financial operations like deposits, withdrawals, internal transfers, and a full transaction ledger. Admin users have tools for managing KYC workflows and client verification.
Then we added brokerage aggregation. Users can connect accounts from major brokers using secure APIs. Their linked accounts appear in a single dashboard, giving them a clear view of their holdings. Performance tracking includes both time-weighted and money-weighted returns for better insight.
Access control is built into every part of the platform. Each user sees what’s relevant to their role. Investors monitor their portfolios. Managers oversee client accounts. Advisors give guidance. Admins control access, configurations, and strategies.
We also developed the frontend to support these roles. Each dashboard is tailored with features and views specific to the user type. Navigation is simple, and key tools are easy to access. From onboarding to performance tracking, everything is designed to keep workflows smooth.
Solution Description
The platform is built on a multi-tier system. The backend handles data, business logic, and user sessions. The frontend, built with a modern JavaScript framework, talks to a central API layer. Role-based permissions are enforced at every level.
Brokerage integration uses secure protocols like OAuth 2.0. All sensitive actions are logged for auditing. The system meets standard compliance requirements for secure financial platforms.
The infrastructure supports thousands of users and high-volume transactions. It runs on containerized services with CI/CD pipelines for reliable testing and fast deployment.
Operational Impact
The delivered solution yielded the following immediate outcomes:
One View for Investment Tracking
Users can now view all brokerage accounts in a single dashboard. This has reduced time spent reviewing portfolios by around 50 percent.
Faster Onboarding with Built-in Compliance
Admins can now process KYC approvals faster, cutting review times by about 40 percent.
Collaborative Efficiency
Professionals can review performance, manage strategies, and work with clients without switching between tools. This saves hours of manual effort each week.
Built-in Strategy Workflows
Admins can create and publish investment strategies. Managers can assign clients to strategies and track their progress in real time.
Strategic Outcomes
The delivered platform netted our client the following key operational outcomes:
Delivered a fully functional investment and trading platform capable of aggregating data from 5 to 10 major brokerage firms.
Designed tools that enable managers to oversee up to hundreds of clients or manage $10M+ in AUA per advisor.
Reduced time spent by investors reviewing their portfolios by up to 50 percent.
Reduced KYC approval time by approximately 40 percent through a streamlined onboarding process.
Platform architecture supports 10,000+ concurrent users and is capable of handling high-throughput transaction activity each day.
Introduced structured investment strategy products and differentiated user roles, increasing market appeal and user engagement.
Antematter's successful delivery of the platform helped our client attain key strategic advantages in the investment management ecosystem.
