FinTech // Client Project

Automated Trading with
User Funds Kept at the Broker.

We built an algorithmic trading platform that connects securely to a user's existing brokerage account, runs automated strategies, provides paper trading for validation, and keeps every trade visible in a live dashboard.

Key Results RESULTS
100%
Non-Custodial Design
Funds Stay at Broker
< 45ms
Trade Execution
Fast API Routing
99.9%
Platform Availability
Reliable Operation

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Retail FinTech

A trading product for users who wanted automated strategy execution without moving money into a separate platform.

Partnership
Dedicated FinTech Product Team

Coretus supported broker integrations, automated strategies, risk controls, paper trading, mobile UX, monitoring, and backend development.

Goal
Automate Trading While Keeping User Funds in Their Brokerage

Let users configure strategies and automate execution while keeping control of their brokerage account.

What We Built
Non-Custodial Algorithmic Trading Platform

A trading product that connects to brokerage APIs, runs approved strategies, supports simulation, and records every trade.

What Was Getting in the Way.

Many retail traders wanted the consistency of automated strategies but did not have the time or coding skills to build their own trading systems.

Trust was equally important. The product needed to automate execution without holding customer money, while giving users a clear way to test and understand a strategy before using real capital.

Slow Manual Execution
Users could miss market timing when trades depended on manual action.
Fund Custody Concerns
Moving user money into a third-party platform would create a major trust barrier.
Strategy Confidence
Users needed a way to test strategies before committing real funds.
The Solution

What We Built.

01
Connect the Brokerage Securely
Users authorize the platform to send approved trade instructions while their funds remain inside the brokerage account.
Key details
Model Non Custodial
Access Scoped
Funds Stay At Broker
02
Run the Trading Strategy
The strategy engine analyzes market conditions and decides when configured rules should trigger an order.
Key details
Logic Automated
Modules Independent
Control Risk Rules
03
Show Every Trade Clearly
The dashboard keeps trade activity, performance, and the reason behind each action visible to the user.
Key details
History Recorded
Dashboard Live
Metrics Performance
Before and After

How the Workflow Improved.

Area
Before
After
Platform Design

Tightly Connected App

Interface, strategy logic, and execution could fail together.

Separated Services

Trading execution can continue independently from other product areas.

User Trust

Opaque Strategy

Users had limited visibility into why a trade happened.

Test & Review

Paper trading and detailed history make strategy behavior easier to understand.

Execution

Manual Action

Users had to be present to place time-sensitive trades.

Automated Broker Routing

Approved strategies can submit orders directly through broker APIs.

Key Features

What Made the Solution Useful.

PAPER TRADING

Risk-Free Strategy Testing

Users can test a strategy against live or historical market behavior before using real funds.

Business impact
More User Confidence
NON CUSTODIAL

Funds Stay at the Brokerage

The platform sends trade instructions but does not hold or transfer user money itself.

Business impact
100% Non-Custodial
AUTOMATED EXECUTION

Automated Multi-Market Execution

Configured strategies can route orders across supported instruments through one controlled execution workflow.

Business impact
Less Manual Trading
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Broker Connection

A tested starting point for broker connection reduced repeated setup work.

02

Backtesting

Reusable work for backtesting let the team focus more time on the client’s specific needs.

03

Strategy Monitoring

This made it easier to add strategy monitoring without rebuilding common foundations.

04

Exposure Controls

A tested starting point for exposure controls reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

RESULT: TRUST01

Fund Control

User funds remain inside the connected brokerage account rather than being held by the platform.

Older/CustodialHigh Risk
Coretus System design100% Safe
Outcome100% Non-Custodial
RESULT: AUTOMATION02

Manual Trading Effort

Configured strategies can run without requiring the user to log in and place every order manually.

ManualHard to Use
AutomatedSet & Forget
OutcomeAutomated Strategy Execution
RESULT: SPEED03

Trade Routing

Direct broker integration helped keep execution response fast during supported trading workflows.

Target< 100ms
Coretus45ms
OutcomeSub-45ms Execution Response Time
Results100% Non-Custodial • Automated Strategy Execution
Trust and Control

How We Kept It Safe and Reliable.

01
Broker Credentials
Broker authorization details are protected through secure storage and controlled access.
SECURE
02
Trade Transparency
Trade history keeps the relevant strategy and market context available for user review.
TRACEABLE
03
Risk Limits
Configured exposure controls help keep automated strategies within approved limits.
CONTROLLED
04
Code and IP Ownership
The client retains ownership of the custom trading platform, execution services, and front-end code created for the project.
100% OWNED
Client Testimonial

In their own words.

Coretus didn't just build an app, they designed a professional-grade trading engine for retail. Their smaller independent services approach gives us the exact modularity we need to scale our strategy library while maintaining 100% user fund control.

Automate Trading While Keeping Users in Control.

Have a similar challenge? We can help you plan and build a practical FinTech solution around your goals, budget, and existing systems.

Non-Custodial Broker Integration

Paper Trading & Backtesting

Automated Execution & Risk Controls