Modernizing a Brokerage Client Platform
Challenge
A US-based brokerage firm operated a legacy client portal used for trading and clearing activities (positions, balances, margin data, reports). The system was monolithic (.NET + SQL), which made it difficult to maintain and scale.
The client needed to modernize the platform gradually while continuing to support existing functionality.
A US-based brokerage firm operated a legacy client portal used for trading and clearing activities (positions, balances, margin data, reports). The system was monolithic (.NET + SQL), which made it difficult to maintain and scale.
The client needed to modernize the platform gradually while continuing to support existing functionality.
Solution
Techbar engineers joined the client’s team and contributed to the design and implementation of a modern, modular front-end and service layer.
The work included:
- Defining a new front-end architecture (React + TypeScript + Next.js) integrated with .NET Core APIs
- Implementing shared UI components, localization, and theme management
- Refactoring selected .NET Core APIs for better pagination, caching, and response standardization
- Improving API consistency and defining UI component standards
- Migrating core user flows (account overview, trade history, reporting) to a modern stack
The team worked in close collaboration with the client’s architects and product owners.
Techbar engineers joined the client’s team and contributed to the design and implementation of a modern, modular front-end and service layer.
The work included:
- Defining a new front-end architecture (React + TypeScript + Next.js) integrated with .NET Core APIs
- Implementing shared UI components, localization, and theme management
- Refactoring selected .NET Core APIs for better pagination, caching, and response standardization
- Improving API consistency and defining UI component standards
- Migrating core user flows (account overview, trade history, reporting) to a modern stack
The team worked in close collaboration with the client’s architects and product owners.
Results
- Noticeably faster portal performance and data load times
- Unified component library and improved UX across multiple product areas
- Consistent API design standards
- Shorter and more predictable release cycles
- Noticeably faster portal performance and data load times
- Unified component library and improved UX across multiple product areas
- Consistent API design standards
- Shorter and more predictable release cycles