What is a robo-advisory platform?

A robo-advisory platform uses AI and machine learning algorithms to automate investment advice, portfolio management, and financial planning — delivering personalised strategies without the cost of a human advisor.

How long does it take to build a robo-advisory platform?

A focused MVP typically takes 10–14 weeks. A full-featured platform with integrations can take 4–8 months. We provide a detailed timeline after the discovery phase.

Is a robo-advisory platform FCA or SEC compliant?

Yes. We build regulatory compliance directly into the architecture — covering FCA, SEC, MiFID II, and other relevant frameworks depending on your target markets.

Can you integrate with existing brokerage or trading APIs?

Absolutely. We have experience integrating with major brokerage APIs, market data feeds, and trading infrastructure. We handle the full integration layer as part of the project.

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Cross Border Payments

Cross-border payments refer to the transfer of funds between individuals, businesses, or financial institutions.

Requirement gathering

Every aspect of your project or idea is comprehensively captured through emails, workshops, and brainstorming sessions, we actively engage with you to gather all the essential information.

Analyse requirement

We comprehensively analyse the requirements to propose the best possible solution, employing a feasible technology stack. We carefully examine and evaluate the data collected to gain a deep understanding of your project’s objectives, functional and non-functional requirements.

Prepare scope document

We meticulously capture all the analyses information into a comprehensive scope document to ensure a seamless understanding of the project’s objectives and requirements. The scope document serves as a vital blueprint, outlining the entire project’s scope, goals, deliverable, timelines, and key milestones.

Take signoff

We believe in fostering a transparent and collaborative approach thorough discussion of the scope document’s details, timelines, and resource deployment. This process culminates in taking a sign off from the client.

Strategies to overcome the challenges within the fintech domain

Follow the Compliances

Adhering to rigorous governmental and financial regulations is compulsory for fintech products. While using the user’s data in the application, you need to be clear and firm. We can guide you in keeping your user’s data secure and in accordance with the regulations.

Creation of Trust Through End-to-end Security

Making people give out their bank information on a digital platform is always a challenge. Your application – through its user interface and experience design – must instill a sense of confidence in people. We are an expert in achieving this essence of trust in a digital finance system.

Geographical Borders’ Driven Limitation

The fintech world is divided according to several sub-regions operating within their own set of regulations and practices. This event, in turn, has been keeping the sector closed in terms of open banking. We can help you open the borders and assist you making the fintech industry as it’s supposed to be – borderless.

Delivering digital fintech products with a strong fraud prevention mechanism

We follow a stringent security first approach that is designed and devised for real-time fraud detection and prevention.

Our team of Fintech experts create architectures to protect your users data, transactions, and network information from DDoS and other attacks by implementing security layers on the application, database, and server coverage.

Our expertise lies in breaking traditional finance boundaries to provide agility

Dotsquare’s extensive set of solutions offerings have earned us the reputation of being one of the best fintech software development companies that understands industry’s working and needs.

Our Fintech Services

Our Portfolio

Our comprehensive portfolio of fintech solutions drives financial evolution, delivering transformative solutions that propel businesses forward and pave the way for a more prosperous future. Transforming finance through innovative technology solutions.