TrustPro is a revolutionary private trust management and trading platform designed to help high-net-worth individuals, institutional investors, and family offices manage their assets and execute trades with precision and ease. TrustPro provides comprehensive tools for trust management, portfolio tracking, tax optimization, and investment execution, all while ensuring top-level security and compliance with global financial regulations.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Chalange
Managing complex financial portfolios and executing trades while ensuring compliance and transparency is a significant challenge for private investors and institutions. TrustPro sought to develop a platform that could simplify trust management and trading operations, while also offering in-depth reporting, asset tracking, and secure transactions. The platform needed to handle large volumes of data, provide real-time market updates, and offer robust security features to protect sensitive financial information.
What did
Dappstacks do
DappStacks partnered with TrustPro to create a private trust management and trading platform that addresses the unique needs of high-net-worth investors and financial institutions.
Trust Management Features: DappStacks designed advanced trust management features, allowing users to set up, monitor, and manage various types of trusts, such as living trusts, testamentary trusts, and revocable trusts. This functionality also includes automated reporting for tax compliance and auditing.
Secure Trading Engine: DappStacks developed a high-performance trading engine that integrates with global financial markets, offering real-time access to stock exchanges, commodities, and currencies. The trading system includes advanced algorithms for automated trading and portfolio rebalancing.
Custom Reporting and Analytics: DappStacks built a robust analytics module that offers users detailed insights into their portfolios, with real-time data on asset performance, risk management, and tax implications. Custom reporting tools ensure investors can make data-driven decisions.
Compliance and Security: DappStacks integrated top-tier encryption methods and security protocols, ensuring the platform is fully compliant with financial regulations, including anti-money laundering (AML) and Know Your Customer (KYC) requirements. Multi-factor authentication and audit trails are in place to ensure all transactions are transparent and secure.
User-Friendly Interface: Despite the complexity of the financial services offered, DappStacks designed a sleek, intuitive user interface, ensuring users of all backgrounds could easily navigate the platform, track their investments, and execute trades efficiently.
The Results
- $500 million in assets managed within the first six months of launch
- 15,000+ trades executed through the platform within the first quarter
- 100% compliance with global financial regulations, including GDPR, AML, and KYC standards
- 98% satisfaction rate from institutional clients for its user-friendly interface and comprehensive features
- Significant increase in user retention, with clients praising the platform's automation features and ease of trust management
