A secure and intuitive investment management platform designed for modern families. It enables parents and guardians to seamlessly add, manage, and oversee their children or dependents based on legal custody. The system supports real-time portfolio tracking, goal-based investing, and compliant trading on behalf of minors—bringing transparency, control, and long-term financial planning into a single, unified experience.
Managing family investments is inherently complex—especially when multiple guardians, children, and legal custody structures are involved. Traditional brokerage platforms are not designed to handle dynamic family relationships, permissions, or legal restrictions.
Our platform needed to address several key challenges:
Role-based permissions for dependents with secure rights management and dynamic guardian roles.
Instant visibility into assets and performance with live updates across all family accounts.
Compliant operations with automated restriction checks and regulatory compliance enforcement.
Co-guardian approvals for added security and multi-party authorization for sensitive transactions.
Real-time deposits and withdrawals with automated money movement and instant processing.
AI-powered detection for suspicious activity with advanced risk models protecting minors.
Smooth handling of guardian/relationship changes with automated workflow management.
End-to-end logging and regulatory readiness with comprehensive audit trails for all transactions.
Personalized financial planning for each child with customizable investment goals and tracking.
Unified overview of all dependents and portfolios with comprehensive family financial insights.
AWS
Kotlin
Go
Kafka
Kubernetes
Terraform
PostgreSQL
MongoDB
AWS
Kotlin
Go
Kafka
Tell us what you're trying to achieve and let's get the ball rolling.