Homearrow-rightFintech Developmentarrow-rightInvestment Platforms
Full compliance with Federal Law 259-FZ and other regulatory requirements
Ready-made solution and custom development tailored to your investment model
Technical support after launch
Full compliance with Federal Law 259-FZ and other regulatory requirements
Ready-made solution and custom development tailored to your investment model
Technical support after launch
Full compliance with Federal Law 259-FZ and other regulatory requirements
Ready-made solution and custom development tailored to your investment model
Technical support after launch
Full compliance with Federal Law 259-FZ and other regulatory requirements
Ready-made solution and custom development tailored to your investment model
Technical support after launch
Fintech

Development of an investment platform

vaspVASP
aifcAIFC, AFSA
central bank of russiaCentral Bank of Russia
dfsaDFSA
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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
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    • Investment funds / Investment companies
    • Hedge funds
    • Private equity funds
    • Family offices
    • Real Estate Investment Trusts (REITs)
  • Crypto Infrastructure & Digital Assets
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    • Crypto funds
    • Cryptocurrency exchanges and brokers
    • Mining companies
    • Launchpads
  • Investment Platforms & Alternative Financing
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    • Crowdinvesting and crowdfunding platforms
    • RWA companies (Real World Assets)
    • Venture capital firms
    • Investment clubs / communities
  • Aggregation, Distribution & Platform Solutions
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    • 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
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    • Registration and authentication
    • Localization
    • User dashboard
    • Wallet
    • Investment products marketplace
    • Currency converter
    • Navigation
    • Admin panel
    • Conversion optimization modules
  • User section
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    • Investor cabinet
    • Portfolio
    • Wallet
    • Transaction history
    • Analytics
  • Investment section
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    • Investment solutions marketplace
    • Terms, conditions, and availability
    • Documents and materials by direction
  • Operations section
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    • Admin panel for the team
    • Tasks
    • Reporting
    • Investment direction management
  • Communications and control
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    • Communications and notifications
    • Updates about new directions, changes, and platform actions
    • Scheduled and on-demand reporting
  • Core modules
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    • Registration and authentication
    • Localization
    • User dashboard
    • Wallet
    • Investment products marketplace
    • Currency converter
    • Navigation
    • Admin panel
    • Conversion optimization modules
  • User section
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    • Investor cabinet
    • Portfolio
    • Wallet
    • Transaction history
    • Analytics
  • Investment section
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    • Investment solutions marketplace
    • Terms, conditions, and availability
    • Documents and materials by direction
  • Operations section
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    • Admin panel for the team
    • Tasks
    • Reporting
    • Investment direction management
  • Communications and control
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    • 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.
  • WEB 3.0
  • Spot exchange
  • Crowdinvesting platform
  • Cloud mining
  • Binary options
  • Copy trading / PAMM accounts

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, CBRF , 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
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  • Central Bank — as a local regulator
  • International regulators
  • Including jurisdictions such as VASP, AFSA, AIFC, CBRF , DFSA
What we customize individually for your solution
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  • 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

  • Real experience in financial and investment products

    Over 10 years, 30+ specialists, 100+ completed projects. Investment marketplaces, capital management platforms, launchpads, DAO/DEX solutions, DeFi products.

  • Fixed cost and project timeline

    Cost and сроки are fixed before the start of work and do not change unless new functionality or changes appear in the project

  • We understand the operational model, not just development

    We look at the platform through money flows, roles, repeat transactions, and AUM growth — not just screens and tech stack. This affects how processes are designed and which modules are actually needed at the start.

  • We work with ready-made solutions and in custom format

    If a task can be solved faster using ready-made modules — we do it. If a product requires non-standard logic — we design it from scratch for specific scenarios.

  • We implement without stopping your processes

    Diagnostics and design run in parallel with your team’s current work. We integrate into existing infrastructure without breaking what already works.

  • We build architecture for growth

    The first product launches quickly but doesn’t limit future scaling. New modules, roles, and integrations can be added without rebuilding the core.

  • We stay after launch and help the project achieve results

    We support the release, help expand the platform, improve features, and strengthen operational scenarios as the business grows.

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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. 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

  2. Initial interview

    We gather initial inputs and clarify business goalsto define product requirements and key prioritiesfrom the very beginning

    2
  3. 3
    Step-by-step planning

    Based on the inputs, we create a project planconsidering budget and timelines, defining functionality,priorities, and development sequence

  4. UX/UI prototyping

    We design the visual structure and user flows in Figmato validate logic and functionality beforedevelopment begins

    4
  5. 5
    Logic and financial model preparation

    We align platform logic, scenarios, and mechanicswith the client, forming the foundationfor the development roadmap

  6. Development

    The team builds the project using Agile, combiningfrontend, backend, and integrations into a unified systembased on the approved structure

    6
  7. 7
    Testing & launch

    To ensure stability and correctness, the productgoes through internal QA and beta testingbefore final release

  8. 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.
  1. 2–4 months

    MVP, first version of the platform

    Go to market in 2–4 months

  2. 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

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Order development

Just tell us about your project, and we will contact you to discuss everything

Other Fintech Solutions

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  • Trading Bots

    Trading Bots

  • Ready-made Solutions

    Ready-made Solutions

Frequently asked questions

  • How long does it take to develop an investment platform?
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    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?
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    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?
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    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?
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    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?
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    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?
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    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?
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    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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