Modern FinTech Infrastructure for Trading and Operations
Sharkfin is a cloud-based SaaS platform for hedge funds, family offices, and financial institutions, providing integrated trading, portfolio, risk, compliance, analytics, and operations capabilities.
Faster release cycles
Improved platform performance
Transaction-volume capacity
SharkFin was modernized into a unified, cross-asset platform covering the complete investment lifecycle, including portfolio management, execution, compliance, risk, analytics, and reporting
Five constraints we had to work around
Legacy Monolithic Architecture
The existing architecture limited scalability, deployment flexibility, and the speed at which new capabilities could be introduced.
Fragmented Market and Trading Data
Data arrived from Bloomberg, other financial-data systems, external terminals, and Excel files in different formats, making consolidation and validation difficult.
Manual Trading and Operations Workflows
Portfolio, trade-processing, risk, reconciliation, and reporting activities required significant manual intervention and repeated data handling.
Performance and Scalability Limitations
Growing transaction volumes and larger financial datasets affected processing performance and slowed the delivery of new product features.
Long Release Cycles
Long release cycles impacted the business's ability to respond to market opportunities.
Understand first. Then simplify.
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The legacy application was re-engineered into modular services that could be developed, deployed, and scaled independently.
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API-driven pipelines collected and standardized data from Bloomberg, other financial systems, and Excel files for consistent downstream processing.
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Real-time market data feeds were normalized into a single canonical schema, removing the need for format-specific reconciliation downstream.
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An Angular frontend and scalable .NET backend improved usability while supporting trading workflows, analytics, portfolio operations, and reporting.
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Implemented automated testing and CI/CD pipelines to improve release quality.
Six outcomes, one simplified platform
Faster Release Cycles
01Release cycle time was reduced by 60%.
Increased Feature Delivery
02Feature delivery speed increased by 2.5x.
Improved Platform Performance
03Platform performance improved by 45%.
Reduced Manual Effort
04Manual operational effort was reduced by 50%.
Fewer Production Defects
05Production defects were reduced by 40%.
Increased Scalability Capacity
06Scalability capacity increased by 5x transaction-volume capability.
Built on a proven, modern stack.
Chosen for what this problem needed: a flexible data layer, a shared component system, and infrastructure that scales without constant management.
Impact beyond cleaner code.
The new platform enabled SharkFin Technologies to accelerate innovation, improve operational efficiency, and support future business growth without requiring major architectural changes.
System availability uptime
Reduced onboarding time for new clients
Less manual operational effort
Reduced production defects
Trusted by enterprise leaders
What decision-makers say about working with Techverx.
We worked with Techverx on the development of an application. Their team took on the task as though it was being developed for themselves. Their expertise, support and contributions were very key to the success. Techverx continues to be involved in further development for our company. I highly recommend their services.
Director Information Technology — Postal Methods
We reached out to Techverx in March 2019 and asked them to provide us with a proof of concept for a new subsystem that we were building. They rose to challenge and delivered a great POC in the four week timeframe. Since, that time Techverx has been a great partner for us. They are an integral part of both our architecture and development teams.
Head of Engineering — Lightpoint
Working with Techverx has been a great collaboration is more than an understatement. They are engaging, interactive and futuristic. The inhouse support is always there around the clock to keep us updated about the process.
Head of Product Management — Drive
Techverx got us from a stuck pilot to a governed production system in a single quarter — they understood compliance as well as engineering.