Insights

Field notes from regulated finance.

Case studies and lessons from building trading platforms, banking apps and fund software, written by the team that shipped them.

ETF management system screen: a basket file beside a NAV figure and units outstanding

How ETF management systems work

See what an ETF management system holds, strikes and publishes daily: baskets and PCFs, creations and redemptions, the NAV strike and the fact sheet.

Fund accountants reconciling a NAV roll-forward against the custodian's file

Fund accounting system: what it holds, calculates and reports

What an investment fund's accounting system has to hold, calculate and report, the integrations that decide the schedule, and the point where a licensed platform stops fitting the close you run.

Parrot Finance social investing platform, rebuilt across web and mobile

How Parrot Finance Rebuilt a Real-Time Social Investing Platform

How Parrot Finance's social investing platform was rebuilt, in the order the work ran: hardest screen first, live feed next, then build and hand over.

GOSI identity and access management app, rebuilt for secure remote access for staff

GOSI: Mobile IAM on Oracle APIs for Remote Access

GOSI's legacy identity system kept staff tied to office locations. A mobile-first rebuild on Oracle IAM APIs brought secure remote access, faster processing and room to grow.

Fabric by Algo Analytics real-time sentiment portal

Fabric by Algo Analytics: real-time news and sentiment platform

Algo Analytics had a strong AI model and no way to put it in users' hands. Fabric turned it into a real-time sentiment platform with live signals, trend predictions and one-click reports.