Nexus needed to crack the code on retail investment complexity – giving everyday investors the firepower of Wall Street without the Wall Street headaches. We delivered a unified trading ecosystem that turns market chaos into clear opportunities.

Nexus was facing the classic fintech nightmare:

Fragmented Experience: Users juggling 5+ apps for stocks, crypto, banking, and loans – like trying to conduct an orchestra with broken instruments

Technical Barriers: Sub-par execution speeds and clunky interfaces driving users to abandon trades mid-flow

Trust Deficit: Retail investors getting burned by platforms that prioritize flashy features over rock-solid fundamentals

Regulatory Complexity: Navigating securities, crypto, and banking compliance across multiple jurisdictions

Infrastructure Costs: Traditional cloud solutions eating into margins with unpredictable scaling costs

Stakeholder interviews with 8 founding team members across trading, compliance, and product

Competitive analysis of 15+ existing platforms to identify market gaps

User persona development through 50+ interviews with target demographics

Technical architecture planning for multi-asset real-time data synchronization

Regulatory compliance mapping across securities, crypto, and alternative investments

Security threat modeling and penetration testing strategy

Performance benchmarking against industry leaders

Early access with 100 selected power users for 3 months

Gradual feature rollout with A/B testing on core trading flows

White-glove onboarding with dedicated support during market volatility

Performance monitoring with sub-200ms trade execution targets

Continuous security auditing and compliance validation

User feedback integration through bi-weekly sprint cycles

Challenge: Users switching between platforms losing momentum and missing opportunities Solution: Single interface handling stocks, crypto, gold, and NFTs with real-time cross-asset analytics

Native iOS/Android apps with identical feature parity

Real-time market data feeds from multiple sources

Advanced charting with technical indicators

One-tap trading with smart order routing

Portfolio performance tracking across all asset classes

Impact: Seamless trading experience with zero platform switching friction

Challenge: Traditional ACH delays killing trading momentum during market movements Solution: Cloudflare-powered instant settlement with Bank of America, Barclays, Wells Fargo integration

Instant bank account verification through Plaid

Same-day fund availability for approved transfers

Automatic payment method selection based on speed/cost

Real-time balance updates across all connected accounts

Fractional share investing with $1 minimums

Impact: Same-day fund availability enabling immediate market participation

Challenge: Retail investors flying blind without institutional-grade insights Solution: Real-time performance tracking with comprehensive portfolio visualization and sector allocation

Interactive pie charts showing asset allocation breakdown

Performance graphs with customizable time periods

Gain/loss tracking with tax-loss harvesting suggestions

Risk assessment scoring based on portfolio diversification

Automated rebalancing recommendations

Historical performance comparisons against market indices

Impact: Users making data-driven investment decisions with professional-grade insights

Challenge: Cross-platform transfers eating into profits with fees and delays Solution: Built-in exchange allowing seamless conversion between any assets (Amazon → Airbnb, crypto → stocks)

Real-time conversion rates with transparent fee structure

Smart routing to minimize slippage on large orders

Partial conversion options for precise portfolio adjustments

Transaction history with detailed cost basis tracking

Tax reporting integration for all conversions

Impact: Zero-fee internal conversions completed in under 30 seconds

Challenge: New investors lacking guidance and successful strategies to follow Solution: Social platform where users can follow and copy successful traders

Verified trader profiles with audited performance history

One-click portfolio copying with customizable allocation percentages

Discussion forums organized by asset class and strategy

Educational content from verified financial advisors

Risk warnings and suitability assessments for social trades

Impact: Democratized access to proven investment strategies

Platform Performance: Sub-200ms trade execution during peak hours

User Engagement: 85% monthly active user retention

System Reliability: 99.9% uptime including during market volatility

Customer Satisfaction: 4.8/5 stars across app stores

Security: Zero security incidents since launch

Compliance: 100% regulatory audit pass rate

Cost Efficiency: 60% lower infrastructure costs vs traditional cloud

Stack: TypeScript • Bun Runtime • Cloudflare Workers Platform • Tauri Key Integrations: 15+ systems including Plaid, Coinbase Pro, Alpha Vantage, KYC providers, Stripe Performance: Sub-200ms trade execution, 50K+ concurrent users, 99.9% API reliability Security & Compliance: SOC 2 Type II, PCI DSS, FINRA/SEC compliant, bank-grade encryption Infrastructure: Cloudflare edge computing for global low-latency access Data Management: Real-time synchronization across all user devices and platforms Scalability: Auto-scaling architecture handling 10x traffic spikes seamlessly

Let's discuss what's actually possible for your situation. No corporate fluff, no endless discovery phases – just straight talk about building software that works.