WealthTech API & Security Infrastructure
Client:
onevest
Role:
Backend Consultant
Year:
2017
Project Overview
VaultIQ was developed to provide a secure, API-first foundation for a boutique wealth management platform "onevest". The system needed to handle sensitive banking and investment data with reliability, auditability, and strong compliance adherence.
Our Approach
We built a layered API architecture with encrypted communication channels, hardened authentication flows, and granular role-based access controls. Real-time data ingestion from financial providers was optimized with caching and queue-based load distribution, ensuring both speed and integrity. Security testing and compliance reporting were integrated into CI/CD pipelines to maintain trust with high-net-worth clients.
Key Features
Encrypted multi-provider financial data API
Role-based access & audit logging
Optimized caching for low-latency portfolio queries
Continuous compliance monitoring
Integration with wealth dashboards & reporting tools