TECHNICAL: WEALTH-TECH PROJECT DEVELOPMENT
Integration of Straight Through Process (STP) Trade Execution.
Working directly with the CEO and CTO, we developed a straight-through process integration using the Interactive Brokers (IBKR) API, connecting the Client's wealth management advisor-side console to execute trades. This included the following functionality:
A single digital onboarding process that simultaneously open accounts with IFA users and Interactive Brokers.
A list of all model portfolios with links to performance and allocation data, as well as a list of clients invested within that model portfolio.
A robust system to provide the functionality to processing of execution orders rebalances and client account
Reconciliations with Interactive Brokers as third-party broker/custodian.
The processing of payments and withdrawals between client banks and interactive brokers (subject to geographic approval from Interactive Broker
SUCCESS: INCUBATOR PROGRAMME SUPPORT
Successful acceptance of over 5 start-ups and SME's into various Incubator Funding Programmes
Business strategy review, application guidance and interview preparation.
Past Successful applications blockchain / crypto, esports, wealth-tech and reg-tech.
Assisted founding management teams to navigate complex structures and give guidance to complete both private and public support programme applications.
Reviewed all corporate docs, key financial documents and forecasts, business plan and marketing material.
Developed achievable and transparent milestone setting.
Input on key factors for product and company positioning.
Review before upload off all documents for founder final business review, acceptance, signoff and submission.
Comprehensive interview preparation.
STRATEGIC: INVESTMENT AND BUSINESS DEVELOPMENT
Introductions to Investment and business development partnerships
Worked to bring potential partners closer together. Recent introductions include:
ESG software provider and national power generation and distribution company.
Blockchain trading service provider and private investor looking to access blockchain driven markets.
Alternative market advertising and sponsorship package for major E-sports venue partner
Capital introduction of virtual fitness service provider to strategic investor.
Involved with planning discussions in relation to the Business on a monthly basis. We facilitate regular discussions between appropriate party members including:
New developments and resource requirements; and
Compliance with delivery deadlines
Assistance with contract negotiation
GROUND-UP: FITNESS PAAS / SAAS SOFTWARE DEVELOPMENT
DESIGN AND DEVELOPMENT BUILD WITH FOUNDERS (POC to MVP to MARKET)
We are helping to building a world class innovation platform focused on online fitness, health and wellness engagement.
Helping to build applications and platforms that bring innovative fitness ideas to life, using technology to connect, augment and enhance health and fitness community experiences.
Leveraging years of experience in strategy and development, working with the founders, we have created - an easy to use, open-platform that connects trainers and student members within a self-motivating community. The proprietary technology platform has seamless booking, payment and IoT connectivity, increasing the intensity and engagement experience of trainers and fitness members alike.
Interested in learning more about our services?