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CASE STUDY

Enabling Secure and Compliant Cryptocurrency Data Access for Financial Advisors

Built a secure API platform enabling real-time crypto data aggregation, empowering financial advisors with faster, accurate, and compliant portfolio insights.

12 FEB, 2025

Challenge

Our client, a financial technology services provider focused on advisory solutions, sought to modernize how financial advisors access, analyze, and manage real-time cryptocurrency portfolio data.

 

Key challenges included:

  • Manual aggregation of data from multiple cryptocurrency exchanges and digital wallets

  • Fragmented visibility into transactions, exchange rates, wallet activity, and portfolio risk

  • Time-consuming data reconciliation impacting advisor productivity

  • Limited real-time insights for accurate cost basis and risk assessment

  • Strict security and compliance requirements due to the sensitive nature of financial and transactional data

TechGrit Solution

TechGrit partnered closely with the client to tackle their challenges in aggregating and analyzing cryptocurrency data. Through collaborative discussions and insights gathered from our engineering team, we identified the best approach to meeting the client's needs:

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  • Streamlined User Authorization: We designed a secure, user-friendly authorization process that allows clients to easily authenticate and access their data. 

  • Automated Data Aggregation: By designing an API that pulls data from various sources automatically, we helped financial advisors save time and improve accuracy. 

  • Robust Security Measures: Our implementation of top-tier encryption and secure storage ensures that sensitive financial data remains protected and compliant. 

  • Quick Data Delivery: Advisors can seamlessly access personalized account information, allowing them to focus on what matters most—providing exceptional service to their clients. 

  • Accurate Cost Basis Calculations: By integrating real-time data, our solution enables financial advisors to offer precise cost basis calculations, enhancing their reporting capabilities. 

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The Impact

The AI-powered Medical Records Analysis Tool delivered significant improvements for the client:​

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  • Streamlined Data Flow: Our solution dramatically reduces manual workload by automating data collection from multiple sources, saving you valuable time and significantly enhancing accuracy. 

  • Enhanced Security: The state-of-the-art encryption and secure storage systems ensure your sensitive financial data is protected at every step, giving you peace of mind. 

  • Improved Cost Basis Calculations: By seamlessly integrating real-time exchange and transaction data, we empower financial advisors to provide more precise cost basis calculations, ensuring both compliance and pinpoint accuracy in financial reporting. 

Tech Stack

  • Backend: .NET 8 MVC (Model View Controller) Application with support for REST API 

  • Database: PostgreSQL (Azure) 

  • Other services: Azure Blob storage, Azure Cache for Redis 

  • Deployment: Azure App Service with Application gateway 

  • Additional: Git 

Driving Secure, Intelligent Financial Transformation

TechGrit delivered a secure, scalable solution that simplifies complex financial workflows while meeting stringent security and compliance standards. By combining deep domain understanding with modern technology, we enabled the client to access real-time insights and make faster, more confident, and more accurate decisions.

Looking to modernize your financial data infrastructure with security, scale, and intelligence?

Let’s build it together!

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