We put investment services in the modular, turnkey neo-brokerage solution
Data management and CRM
The fully developed modular structure based on several crucial blocks allows one to work with each individually regarding integrations or customisations.
There is regulatory reporting, invoicing, transaction processing, operational, CRM, risk management, integrations with 3PPs, analytics, card issuing, loan processing, etc.
Conscious investments → Successful investments → Growth in transactions and user loyalty
Bakksy Squad offers an all-in-one comprehensive approach for providing investment services to end clients
For making the right investment decision
● We display asset metrics in a way that even a beginner in investing can understand what it means
● We show recommendations from well-known analytical companies
● We compare asset performance with stock market indices (S&P 500, FTSE 100)
Engage your clients easily
● We created an interactive educational section that explains investment terms and principles using simple examples.
● We created the news feed that is generated based on the client's portfolio and the user’s relevant companies
So simple to start with native in-app helpers
● The user can build their first portfolio in two clicks by selecting the risk level and the amount of money they are ready to invest.
● Thematic collections of assets, so the user can invest in what they love and believe in (companies with female CEOs, ESG, Halal etc.)
● Collections grouped by special features (ex. Halal collection, Post-COVID collection)
Provide your clients with confidence
● Created a hybrid of limit and market orders
● Have a transparent commission structure
● Implemented a Smart Stop, which helps the user to take profit if after an increase in price the asset depreciate to fall. And also, we will show the user how to set it correctly, taking into account the volatility of a particular asset
● Added price alerts that notify the users when assets reach the specific price + an advanced alerts management system so that they do not spam users with push notifications
Monetise additional in-app functionality
● Investor calendarA section that visualises all upcoming and past events (corporate actions) by categories.
● Raw reportsDownload detailed reports in raw format to create your own
● Enhanced financial statementsThe enhanced financial stats and ratios that are available besides the regular metrics
● β-coefficient of the asset to the portfolioEvaluation of the asset volatility to the current user portfolio
● And much more
So young and so strong
opened investment accounts
iOS and Android installs
of the AUM has been settled
Don't think about development, let us do it for you right
All-in-One Solution — No Extra Costs
We deliver everything you need to launch and grow your business:
● Fully Built Product:Mobile apps (iOS/Android), backend, partner integrations, marketing tools, business workflows, and subscription management — all ready to go.
● Complete Financial InfrastructureReady-to-use brokerage system
● Pre-Established PartnershipsAccess contracts with prime brokers, market data providers, payment systems, and more
● Dedicated Expert TeamTraining, ongoing support, and consultations
● Tailored for Your MarketLocalized apps and integrations with domestic partners.
Launch with confidence using a solution designed to fast-track your success
Let's try a demo and discuss our partnership
Fintech team with a combined experience of 30+ years in the industry Geographic experience: United Kingdom, Europe, South East Asia, Australia, Ukraine
Denis Gulagin
Market Opportunity | Product Analysis | Monetisation Models | Revenue Strategy
Iryna Kupchenko
Product Launch | Strategic Marketing | Growth Hacking | Market Analysis | Brand Strategy
Eugene Makarenko
Operation Setup | Partners Infrastructure | Product Setup | Financial Infrastructure
Mykyta Grechyna
Fintech Law | Legal Structure Development | Compliance | Licensing | Corporate Law
Developed with love by our team
2021-2022
Investment app for beginners with over 23k active users in the United Kingdom
2025
Neo-brokerage app is going to launch soon in 2025 for the Australian and SEA region