Developing a smart investing
platform for a rising fintech startup
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Testimonial
“SWStrategies was an essential partner in bringing our complex, high-stakes product to life, where investors were entrusting their finances to us. Their team provided not only the technical expertise to deliver a robust, compliant solution but also the thought leadership to guide critical decisions about architecture and features.
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“Throughout the process, SWStrategies proved to be agile, dependable, and deeply committed to our success. We couldn’t have done it without them.
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The Challenge
Evati aimed to create a robo-investing platform tailored to small and mid-size investors, allowing users to register, connect their bank accounts, transfer funds, and set up investment profiles. Getting the product right was high stakes, as it involved managing other people’s money—a responsibility that demanded precision, compliance, and trustworthiness. However, the team faced aggressive timelines and a limited startup budget.
The Solution
SWStrategies designed and delivered a robust robo-investing platform within six months, enabling users to manage investment portfolios with ease while maintaining fiduciary standards. At the core of the solution was a sophisticated rebalancing engine that processed large amounts of market data and leveraged intelligent learning to refine its effectiveness over time.
This engine not only balanced portfolios daily but also optimized decisions by incorporating tax implications and market shifts. Over three years, we continuously added features, adapting to Evati’s evolving vision, ultimately positioning the solution for a successful exit.
Impact
- Delivered a fully functional MVP in just six months, meeting aggressive timelines and budget constraints.
- Scaled to serve hundreds of users managing multi-million-dollar portfolios.
- Continued development for three years, supporting evolving needs and compliance updates.
- Positioned the platform for a successful acquisition, reflecting its market value and robust architecture.