Scaling Broker Onboarding with a Strategic Integration Platform
Industry
Financial Services
Region
India
Technology
Python
Client Profile
A category-leading fintech for wealth and investment managers seeking a production-grade AI backbone to deliver 600+ predictive signals (processing ~800M computations/day) across ~4,500 stocks and 1,500 ETFs in near real time—replacing slow, manual research with governed, repeatable signals accessible via APIs across 15 markets.
Challenges
Diverse & Complex Broker Platforms
Each new broker required a lengthy, custom integration effort due to unique, often legacy or poorly documented, trading platforms.
Slow & Resource-Intensive Onboarding
The manual, bespoke nature of each integration was a major bottleneck for their internal team, consuming significant time and resources and delaying time-to-market.
Inability to Scale Market Expansion
The integration bottleneck directly hindered their ability to onboard new brokers quickly, slowing down revenue growth and their overall market expansion strategy.
Our Solutions
Intelligent API
Wrappers
These wrappers simplify the interaction with the client's
core APIs by providing clear definitions for input and
output parameters.
Standardized
Connectors
Pre-built connectors that can communicate with a variety of broker platforms, significantly reducing the need for custom integration logic.
AI-Assisted
Development
Shorthills AI utilized AI-powered coding practices and tools to accelerate the development and refinement of the integration framework itself.
Modular and Extensible Architecture
The framework's design allows for new, broker-specific customizations to be easily "plugged in" without affecting
the core system.
Robust Unit
Testing
Comprehensive testing of all components ensures the
reliability and accuracy of
data transformations
during integration.
Outcomes
Drastically Reduced Onboarding Time
The time required to integrate a new broker has been cut from months to weeks, and in the case of standard platforms, even days.
Increased Onboarding Capacity
The client can now onboard a much larger volume of broker clients simultaneously without a proportional increase in their internal team size.
Reduced Development Costs
The reusability of the framework minimizes redundant custom development, leading to lower development and maintenance costs.
See it in Action
Request a guided walkthrough of our broker integration framework