SUCCESS CASE

Modernization
of a global financial
platform with international automation

We designed a custody and asset trading services ecosystem for multiple markets, integrating international trading infrastructures (Apex AscendOS) with complex back-end systems related to compliance, custody, and multi-currency operations.

AscendOS
Apex
Integration

Results

Automated international FX financing and instant custody transfers.

AML screening with zero latency and 100%
digital processing of W-8 tax forms.

Automated event-based notification journeys and portfolio management services.

End-to-end interoperability between international partner systems.

Overview

Operating in international capital markets requires coordinating critical compliance processes, currency conversion and custody without compromising the user experience. ília was chosen to develop a unified layer, capable of connecting legacy systems to modern international trading infrastructures. With a flexible engagement model tailored to the client’s dynamics, we integrated financial services and architecture specialists from Apex AscendOS to lead the entire development and technical integration cycle with maximum efficiency. 

The challenges

Manual, time-consuming compliance checks for international account opening and W-8 tax documentation.
Disconnected back-end flows for multi-currency withdrawals (FX) and custody transfers.
Complex integration requirements for securities lending, statement generation, and trade recording.
Lack of automated, event-based client communication throughout complex journeys.

Journey
and solutions

Using ília’s Digital Framework for the investment ecosystem, which covers everything from user onboarding to order execution (Trade Execution), we developed a robust middleware and interface architecture. This structure securely integrated the client’s core systems with international trading platforms, simplifying back-office processes, eliminating operational bottlenecks and reducing transaction latency.

What did we deliver?

Account opening and automated management flows, including AML checks and digital signatures for W-8 documents.
Secure back-end mechanisms for FX withdrawals and custody transfers.
Reliable recording of buy and sell transactions, with securities lending services integration.
A custom business rules engine, responsible for routing user journeys and scheduling push notifications.

The integration of complex back-end systems with a fluid user journey was executed with excellence by the ília team.

Client's executive leadership

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