A secure private trust management and trading platform used by high-net-worth clients and institutional investors to manage portfolios, execute trades, track asset performance, and automate investment strategies. The platform supports thousands of users across web and mobile and handles high-value transactions daily.
Hours saved annually through automated trade validation and reporting
Accuracy in risk checks, compliance mapping, and transaction auditing
Success rate for AI-driven trade execution recommendations
Functional releases delivered for automation, AI insights, and platform upgrades
The Chalange
The trust management platform needed to modernize its trading infrastructure to support rising user demand, increased trade volumes, and complex regulatory requirements.
Manual verification, slow reconciliation cycles, and fragmented risk checks were creating operational delays and compliance concerns.
Trade recommendations lacked personalization, and delays in updating market insights impacted trading decisions.
The organization aimed to improve speed, accuracy, and security while introducing AI-driven insights — all without disrupting portfolio performance or user confidence.
What did
Tecnologia do
The trust management platform and TechPhobias shared a common goal of combining secure trading operations with intelligent automation, making the partnership an ideal fit. TechPhobias has been supporting the organization since early 2022 across two major workstreams: AI-Powered Trading Intelligence and Secure Automation Migration, assisting their trading, compliance and operations teams focused on accuracy and performance.
AI-Powered Trading Intelligence – TechPhobias partnered with the platform’s investment and analytics teams to identify, design, build, test and deploy advanced AI models for insight generation, trade recommendations and portfolio trend prediction. So far, TechPhobias has delivered multiple intelligence solutions across trade execution, market signal interpretation, asset movement detection and compliance-driven insights.
Secure Automation Migration – TechPhobias led the migration of manual trading workflows to automated and secure digital processes. In addition, TechPhobias developed a trusted communication layer enabling seamless interaction between trading engines, AI modules, compliance systems and user dashboards, ensuring faster decisions and stronger governance.
The Results
- 15+ AI-driven trading and compliance workflows deployed
- 18,000+ operational hours saved annually
- 100% accuracy in automated reconciliation, auditing and risk checks
- >94% execution success rate for AI-supported trade recommendations
- Secure multi-platform SDK delivered, enabling consistent support across mobile, web and trading terminals
