Industry: FinTech & trading
Financial software carries more responsibility than most: real money moves through it, regulators audit it and customers expect it never to fail. FinTech and trading technology has been a core focus for Floating Infotech since 2017 — from forex brokerage systems and copy trading to payment platforms, KYC and recharge networks.
We build the technology layer and work alongside your compliance and legal advisers, so the controls they require are designed into the software rather than added afterwards.
Business challenges
Trading platforms, CRMs, payment providers and ledgers each hold part of the truth, and reconciling them by hand does not scale.
Every extra step loses applicants, but KYC and AML obligations cannot be skipped.
Duplicate payouts, missed webhooks and unapproved withdrawals turn into direct losses.
Every financial action needs a clear record of who did what, when and why.
Software requirements
Digital onboarding, document checks, screening, risk scoring and compliance queues.
Trader's rooms, account management, IB and affiliate portals with commission tracking.
Deposits, withdrawals with approvals, refunds, double-entry ledgers and reconciliation.
MetaTrader 5 integration, copy trading engines and algorithmic execution.
Real-time exposure, commission and compliance dashboards with exports.
Leads, client lifecycle, retention and support with role-based access and audit logs.
Our process
Workshops with the people who will use the system, to capture goals, workflows and constraints.
Processes, data and integrations documented; scope, priorities and success measures agreed.
Technical design, security approach and clickable prototypes you can review before code is written.
Short iterations with regular demos on a staging environment, so feedback arrives early.
Automated and manual testing of critical flows, performance checks and your acceptance testing.
Automated, reversible releases with monitoring and backups in place from day one.
Fixes, updates, monitoring and new features after launch, with documentation for your team.
Estimated project scope
A KYC flow, payment integration or partner portal added to an existing platform — typically within our Standard package.
CRM, portals, payments and trading integration for a brokerage or fintech product — typically within our Enterprise & Fintech package (₹2,00,000–₹12,00,000+ in India).
Larger platforms delivered in phases with a live first release, quoted per phase after scoping.
Related services
Forex CRM, trader's room, IB portal, payments and MT5 integration for brokers.
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FAQs
No. Licences are granted by regulators and handled by your legal advisers. We build technology that supports the controls and reporting your licence requires and can work directly with your advisers.
Two-factor sign-in for staff, role-based permissions checked on the server, approval steps for money movement, encryption, complete audit logs, monitoring and regular dependency updates. Independent penetration testing is recommended before launch.
Yes, where they provide APIs. MetaTrader 5 is our main trading-platform integration; payment providers are added behind a common payments layer.
Yes. Our teams are in Pune and Dubai, and we work remotely with clients in other countries.
Free consultation
Share your idea or problem. We will reply with questions, a suggested approach and an indicative budget.
