Vinvestor has developed a marketplace of investment products for the Unified Stock Broker

2022: Investment Product Marketplace Development

Resident Skolkovo "Vinvestor" helps new brokers serve private investors online. The company announced this on December 27, 2022.

In December, the company completed the development of the Investment Products Marketplace for Unified Broker, which will begin working with clients in early 2023.

In 2022, there was a redistribution of the brokerage market. A number of brokers who fell under sanctions were forced to transfer customers to other companies. In parallel, new players began to appear, who needed infrastructure to work with customers online. Some companies solved the problem on their own: the creation and launch of a personal account costs about 10-15 million. rubles Others have chosen ready-made solutions that have already proven themselves in the market. fintech

The development of Vinvestor ESIA Finance is a cloud-based White Label platform of personal accounts for brokers and management companies. It allows you to work remotely with customers using ESIA and SMEV.

"Vinvestor's store" is a ready-made showcase of investment products and a user's personal account in the customer's corporate style. The system works according to the White Label model and allows you to start trading investment products without development and large financial investments.

It was these two products of Vinvestor that became the basis for the launch of the Single Broker Marketplace, which received a license to carry out brokerage activities in 2022. The customer wanted to develop a showcase of investment products and a personal account in which the broker's clients can conclude an agreement, see the asset portfolio and make transactions. The marketplace should be available in desktop and mobile versions.

The Vinvestor team conducted integration with the QUIK trading system and the personal account of the ESIA Finance manager, adapted the interfaces business processes and the Vinvestor Store to the customer's requirements.

As a result, the broker's clients can use all the opportunities of the Marketplace: work with their personal account, see a catalog of investment products consisting of shares, bonds and currencies of the MOEX exchange, conclude brokerage and depository service agreements, undergo testing for unqualified clients, submit trading and non-trading orders, manage the asset portfolio, replenish the account.

In 2023, the Marketplace will be supplemented with a portfolio analytics module.