Capptivate

Trade Reporting platform

Cappitech, a specialised fintech boutique, faced the intricate and evolving challenges of transaction reporting in the financial industry. With regulatory demands intensifying and compliance costs rising, there was a pressing need for a system that not only ensured compliance but also added business value beyond the regulatory checkboxes.

The Solution

Our solution departed from traditional back-office systems, instead drawing inspiration from client-facing technologies. We developed the front-end of a dashboard that provided a comprehensive audit trail, facilitating reporting and regulation monitoring through a singular touchpoint. This innovative dashboard was designed for clarity, allowing for effortless interpretation of trade execution risks and market spread comparisons.

The platform, hosted on the cloud for flexible onsite customisation, showcased high-capacity transaction reporting with robust resilience and security features. We also crafted an interactive reporting tool that empowered users to delve into and manage potential trading risks.

Impact and Recognition

The dashboard's success was immediate and palpable, cementing Cappitech’s position among the top 100 firms in the RegTech sector.

I joined the project during its second phase, bringing my expertise and expanding the product's features in response to company growth and client demands. A notable addition I designed was the 'Insight' section, allowing institutions and individuals to gauge their trade performance against market averages. Another significant enhancement was developing an industry-recognised grading system tailored by Cappitech to set a new benchmark in financial compliance and performance analysis.