Cloud-based trading platform

Business need

The current software in the field of creating trading strategies is designed for methods of obsolete indicator technical analysis, so ordinary traders don’t have an access to many strategies. While creating trading algorithms in specialized development environments (WealthLab, MetaStock), there arises the question of complete robust process automation, because the programs are desktop applications. The question is how to interface the algorithm with the gateways of brokers and the steady operation of communication channels. First, it is quite difficult to implement without special preparation, second, that depends on the stability of the Internet channel. That is why the decision to develop trading platform was made.


Cloud-based trading platform is a wide selection of brokers and stock exchange tools for creating a variety of strategies and diversified portfolios.

The main functions:

  • connection of accounts from different brokers in one customer’s office and the possibility of their joint analysis;
  • a wide range of available tools: stocks, ETF, futures, options;
  • visual designer of trading robots.

Our project is not just a social trading platform or a product for professional traders. This platform allows people to realize themselves in the profession due to the analytical capabilities of the platform; and others to find new opportunities for investing in strategies that previously were not available to them, to create portfolios of different strategies for diversifying the overall investment risk.

The combination in this platform of a professional terminal, extensive opportunities for creating trading algorithms and social trading technology will allow the project to achieve a synergistic effect.

The product prescribes standards for connection channels with brokers, and if necessary, a trader can use a direct connection to stock exchanges. This allows the trader to focus only on their algorithms, and not on creating an accompanying infrastructure.

The software package allows the customer to use various analysis methods: fundamental analysis, technical analysis, volume analysis, mathematical methods. Also, traders will be able to create and test arbitrage and option strategies.

Implementation of the possibility to create various strategies, such as speculative, portfolio, arbitrage, that option will allow investors to have an access to strategies with different levels of risk and profitability, creating portfolios of different strategies and diversifying the risks of the aggregate portfolio of robots.


Under NDA.


  • To create optional and arbitration robots.
  • Opportunity to get acquainted with the description and history of trading strategies open to auto tracking or consulting.
  • To implement trading algorithms and recommendations from own company on the basis of fundamental, technical analysis, mathematical methods and automation of news background analysis.
  • The ability to use the training mode on history at different speeds for manual and semi-automatic trading using methods of Artificial Intelligence and Deep Machine Learning.

Value Delivered

What was achieved:

  • the implementation of the platform based on cloud technologies allows the user to enter the terminal from any device connected to the Internet anywhere in the world;
  • algorithms of traders are located on the leased servers of the company in data centres around the world, that provides an uninterrupted connection with brokers.


Project Results

Thanks to Softarex Technologies, Inc. new possibilities in active trading and capital management based on advanced technologies and artificial intelligence were born. But that’s not all:

  • a social network for users with the ability to exchange information, sell and buy trading strategies was developed;
  • algorithm for calculating the rating of users of the platform and their transition into the rank of professionals to promote their trading strategies was implemented;
  • the possibility of creating and testing trading robots on the basis of fundamental, technical analysis and typical mathematical methods for processing series was created.

What our customers say

Anicia Gau
VP Business Development

I’ve bеen working with Softarex for more than six years and three things were the cornerstones of our cooperation: quality, communication, and accessibility. These guys have always clearly understood all the functional specs I needed and gave me the best translation into the tech specs. All the databases were structured into the utmost flexibility – you can leave all the hardcoded stuff to the ancient times. Definitely 5 stars!

More +
Daan Hommes, MD, PhD
CEO at DEAR Health, Inc.

We hired Softarex Technologies, Inc. for a large, complex development project. They did an excellent job. The project was done on time and on budget. We continue to work them on new projects.

More +
Kevin Woodward
ReadyTech Corporation President

For all the time of working with Softarex Technologies, the difference between customer-contractor relations and partnership relations has become clear. That is exactly how this company builds the working process - you both (the company and its client) becomes partners. And it is not only to sign a contract, but it is also about negotiations, discussions, compromises, constant communication and joint decision making. Softarex will deliver its client a turn-key solution that exceeds all the expectations, all on time and within the budget. And after that, they will provide with a superior customer care that will maintain the relationships for years. Noventic provides devices and systems for the consumption-based collection and billing of water and heat and serves customers worldwide. Since 2010, various solutions in preparation of the internet of things (IoT) have been developed. For us, Softarex Technologies, Inc. has developed housing and public utilities solution - the future for energy suppliers. With the new system meter, readouts can be carried out at any time and fulfill upcoming regulations. The supplier can give transparency and thereby obtain trust from tenants and housing industries in the service. The team we’ve worked with earns praise for their timeliness, collaborative approach, and technical expertise. Their transparent clarifications minimize confusion and ensure clean high-quality deliverables.

More +
Thomas Ahlborn
Head of corporate marketing

We’ve been working with Softarex Technologies, Inc. team for over two years. These guys have brought us from the Stone Age to the Digital Age. Their team has developed the state-of-the-art billing and information management software for SYBE as well as web-based Clinic Management Software for SYBE's clients. Both solutions are at the cutting edge, meeting all the requirements and standards: ANSI 835, 837; Meaningful Use; HIPAA, HL 7 and ODBS compliant; ICD 10 Diagnostics, CPT/HCPCS, NDC numbers; CMS-1500 claims, etc.

More +
Steven Garrett
President of SYBE Medical Management

What I found extremely interesting in Softarex Technologies, Inc. it is the possibilities to use a wide range of technologies and each time get the same quality and time-requirement! I strongly suggest cooperating with Softarex Technologies!

More +
Carmine Mattera
IT Director at Artensys S.r.l.

Softarex Technologies, Inc. delivers “what” they promise, “when” they say they are going to complete a job and that is a great thing. Most business people “over promise” to get your money, and then they “under perform”. I appreciate your great work and professionalism. You have earned my trust! Keep doing what you are doing and you will build your business with great success.

More +
Marc R. Bakerman
President and Founder of The Child I.D. Program, Inc.

Request a quote

Or contact our Sales Team directly at +1 703 584 43 99 (US)

    /*validation in theme functions*/

    Your message has been sent. Thank you!