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Fintech
Development of an investment platform
VASP
AIFC, AFSA
Central Bank of Russia
DFSA
Who Needs an Investment Platform
If you manage finances in the following formats:
Capital Management & Investment Structures
Investment funds / Investment companies
Hedge funds
Private equity funds
Family offices
Real Estate Investment Trusts (REITs)
Crypto Infrastructure & Digital Assets
Crypto funds
Cryptocurrency exchanges and brokers
Mining companies
Launchpads
Investment Platforms & Alternative Financing
Crowdinvesting and crowdfunding platforms
RWA companies (Real World Assets)
Venture capital firms
Investment clubs / communities
Aggregation, Distribution & Platform Solutions
Aggregators of financial and investment products
Savings and credit cooperatives
Asset management platforms and more
Capital Management & Investment Structures
Investment funds / Investment companies
Hedge funds
Private equity funds
Family offices
Real Estate Investment Trusts (REITs)
Crypto Infrastructure & Digital Assets
Crypto funds
Cryptocurrency exchanges and brokers
Mining companies
Launchpads
Investment Platforms & Alternative Financing
Crowdinvesting and crowdfunding platforms
RWA companies (Real World Assets)
Venture capital firms
Investment clubs / communities
Aggregation, Distribution & Platform Solutions
Aggregators of financial and investment products
Savings and credit cooperatives
Asset management platforms and more
What Problems an Investment Platform Solves
Our solutions
Problem:
Negative reactions to losses.
Problem:
Insufficient transparency for investors and the need for constant communication.
Problem:
Low level of trust in investment companies.
Problem:
Traditional investment attraction methods are ineffective: companies cannot scale capital raising across several directions at once.
Problem:
Additional sales of investment products without managers are impossible in a manual model.
Solution:
The platform helps reduce negative reactions to losses.
Solution:
The client gets information about the investment structure and real yield online.
Solution:
The platform openly demonstrates direction risks and gives clients the right to choose instruments.
Solution:
The platform moves investment attraction into an automated format and increases the number of attracted deals in each direction.
Solution:
The platform makes it possible to top up the balance and invest 24/7.
Problem:
Negative reactions to losses.
Solution:
The platform helps reduce negative reactions to losses.
Problem:
Insufficient transparency for investors and the need for constant communication.
Solution:
The client gets information about the investment structure and real yield online.
Problem:
Low level of trust in investment companies.
Solution:
The platform openly demonstrates direction risks and gives clients the right to choose instruments.
Problem:
Traditional investment attraction methods are ineffective: companies cannot scale capital raising across several directions at once.
Solution:
The platform moves investment attraction into an automated format and increases the number of attracted deals in each direction.
Problem:
Additional sales of investment products without managers are impossible in a manual model.
Solution:
The platform makes it possible to top up the balance and invest 24/7.
What’s includedin development
The development includes a unified investor platform that can be adapted to the company’s asset model and current processes.
The core solution structure includes the user section, investment marketplace, admin panel, reporting, communications, and technical platform modules.
Core modules
User section
Investment section
Operations section
Communications and control
Core modules
Registration and authentication
Localization
User dashboard
Wallet
Investment products marketplace
Currency converter
Navigation
Admin panel
Conversion optimization modules
User section
Investor cabinet
Portfolio
Wallet
Transaction history
Analytics
Investment section
Investment solutions marketplace
Terms, conditions, and availability
Documents and materials by direction
Operations section
Admin panel for the team
Tasks
Reporting
Investment direction management
Communications and control
Communications and notifications
Updates about new directions, changes, and platform actions
Scheduled and on-demand reporting
Additional Platform Capabilities
The platform can evolve in stages: start with core functionality and then expand with additional modules tailored to your business priorities.This approach allows you to grow beyond the initial version, continuously strengthening the product, adding new features, and preparing the platform for market expansion.
RF Accreditation in Compliance with Regulatory and Jurisdictional Requirements
We develop investment platforms not just in accordance with a single law, but tailored to the requirements of a specific regulator and jurisdiction. The structure of processes, access levels, reporting, audits, and user flows depends on the business model and the regulatory environment выбранной вами. From a technical standpoint, we can implement any functionality required for your needs.
Regulatory requirements we support
Central Bank — as a local regulator
International regulators
Including jurisdictions such as VASP, AFSA, AIFC, DFA (Russia), DFSA
What we customize individually for your solution
Design and visual appearance of the platform
Mathematical rules and formulas the platform operates on
Roles and access permissions
Transaction monitoring and full activity history
Transparency, digital channels, and data control requirements
Integrations with accounting systems, CRM, document flow, and reporting
KYC, AML, KYB, verification levels and validation scenarios
User profiles, statuses, and platform-specific restrictions
Regulatory requirements we support
Central Bank — as a local regulator
International regulators
Including jurisdictions such as VASP, AFSA, AIFC, DFA (Russia), DFSA
What we customize individually for your solution
Design and visual appearance of the platform
Mathematical rules and formulas the platform operates on
Roles and access permissions
Transaction monitoring and full activity history
Transparency, digital channels, and data control requirements
Integrations with accounting systems, CRM, document flow, and reporting
KYC, AML, KYB, verification levels and validation scenarios
User profiles, statuses, and platform-specific restrictions
Why Defence.Investments is better than competitors
How the process works
We structure the workflow in stages to refine the details and deliver the expected result. At the first stage, we only need your idea — a detailed specification is not required. Then our team gathers initial inputs, clarifies goals, creates a project plan considering timelines, budget, and key milestones, and proceeds with development.
1
Idea
At the start, we need your idea and project goals.A detailed specification is not required — we define requirements ourselvesand design the solution based on your business model
Initial interview
We gather initial inputs and clarify business goalsto define product requirements and key prioritiesfrom the very beginning
2
3
Step-by-step planning
Based on the inputs, we create a project planconsidering budget and timelines, defining functionality,priorities, and development sequence
UX/UI prototyping
We design the visual structure and user flows in Figmato validate logic and functionality beforedevelopment begins
4
5
Logic and financial model preparation
We align platform logic, scenarios, and mechanicswith the client, forming the foundationfor the development roadmap
Development
The team builds the project using Agile, combiningfrontend, backend, and integrations into a unified systembased on the approved structure
6
7
Testing & launch
To ensure stability and correctness, the productgoes through internal QA and beta testingbefore final release
8
Result
A clear understanding of the idea and its documentationfor further development stages.
Timeline
We structure the project in stages — from idea and prototype to alignment, development, testing, and launch. This approach helps define key phases, resources, and product logic in advance. Timelines depend on the solution format, scope of tasks, and level of customization.
2–4 months
MVP, first version of the platform
Go to market in 2–4 months
4–5 months
Turnkey solution
Go to market in 4–5 months
1–3 months
Custom solution
This is the development of a standalone product, service, or module tailored to a specific client task. This format is suitable when a business does not need a full platform but requires a targeted solution integrated into existing infrastructure, current products, or ecosystem.
OUR CASES
Order development
Just tell us about your project, and we will contact you to discuss everything
Frequently asked questions
How long does it take to develop an investment platform?
On average — 3 months, but the timeline depends on the product scope, number of user roles, complexity of logic, integrations, and documentation requirements. An MVP of an investment platform can be launched faster if the focus is on core functionality, while a full-scale solution with advanced analytics, payments, verification, and administrative processes requires more time.
What affects the cost of an investment platform?
The cost depends on product features, level of automation, number of integrations, user flows, reporting requirements, availability of mobile and web versions, as well as post-launch support. The more non-standard processes and operational logic are required, the higher the overall budget.
Can we start with an MVP and expand the product later?
Yes. This is one of the most efficient approaches. We can build a basic version of the investment platform, validate demand, collect data, understand real user needs, and then gradually add new modules, analytics, documents, services, and additional features without rebuilding the entire system.
What features are usually included in an investment platform?
Typically, it includes user registration, role management, investment product listing, deposits and withdrawals, transaction history, statistics, reports, notifications, document management, admin panel, analytics, user verification module, payment integrations, and request management tools. The final set is always tailored to the specific project.
Can we integrate banks, payment services, and external systems?
Yes, investment platforms often integrate with banks, payment gateways, AML/KYC/KYB providers, CRM systems, email services, and analytics tools. We design such integrations at the architecture stage to avoid limitations after launch.
Do you help with documentation and regulatory preparation?
Yes, we help prepare the necessary documentation that may be required by regulators. This often includes system architecture, user flows, contracts, reporting structures, fund movement logic, and service rules. This does not replace legal consulting, but it significantly speeds up preparation and makes the product clearer for teams, partners, and regulators. Extended regulatory documentation, if required, is discussed separately within the project scope.
What happens after the platform is launched?
After launch, we focus on ensuring a stable product rollout. This includes maintenance, updates, optimization, adding new modules, working with user feedback, improving UX/UI, setting up analytics, fixing issues, and evolving the platform according to business growth. This is especially important if you plan to scale the product.
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