Development of a Multi-Tenancy FinTech SaaS Platform with Real-Time Collaboration

Medium Priority
SaaS Development
Fintech
👁️12351 views
💬819 quotes
$25k - $75k
Timeline: 8-12 weeks

We are seeking an experienced SaaS developer to create a multi-tenant FinTech platform that enables financial advisors to manage client portfolios efficiently with real-time collaboration features. The platform should leverage modern technologies like microservices and Kubernetes for scalability, and integrate with payment and authentication services like Stripe and Auth0.

📋Project Details

Our company, a growing SME in the FinTech sector, is looking to develop a state-of-the-art SaaS platform tailored for financial advisors and small financial consultancy firms. The platform aims to streamline client portfolio management by offering tools for real-time collaboration, analytics, and financial reporting. Key features include multi-tenancy support, allowing multiple users to operate under one umbrella account while maintaining data privacy and separation. The platform should be built using microservices architecture deployed on Kubernetes for scalability and reliability. Integration with Redis for caching and ElasticSearch for search capabilities is essential to ensure fast and efficient data retrieval. Real-time updates and collaboration will be facilitated through WebSockets, providing a seamless user experience. Stripe will handle payment transactions, and Auth0 will manage user authentication to ensure secure access. The project is scheduled to be completed within 8-12 weeks with a budget between $25,000 and $75,000. The ideal freelancer will have expertise in these technologies and a proven track record of delivering robust SaaS solutions.

Requirements

  • Develop robust multi-tenant architecture
  • Integrate with Stripe for payments
  • Implement real-time collaboration features
  • Ensure secure user authentication via Auth0
  • Optimize for high performance and scalability

🛠️Skills Required

Microservices
Kubernetes
Redis
ElasticSearch
WebSockets

📊Business Analysis

🎯Target Audience

Financial advisors and small financial consultancy firms seeking efficient portfolio management tools with enhanced collaboration and analytics features.

⚠️Problem Statement

Financial advisors need efficient tools to manage client portfolios and collaborate in real-time while ensuring privacy and security, currently lacking in available solutions.

💰Payment Readiness

The market is motivated by the need for regulatory compliance, cost efficiency, and competitive advantage, making them willing to invest in advanced management tools.

🚨Consequences

Failure to implement such a solution could result in lost opportunities, diminished client satisfaction, and falling behind competitors who offer more innovative solutions.

🔍Market Alternatives

Current solutions are either too costly or lack multi-tenancy and real-time features, providing an opportunity for a cost-effective, comprehensive platform.

Unique Selling Proposition

Our platform offers unmatched real-time collaboration and multi-tenancy capabilities that are often absent in existing software, positioning it as a game-changer in financial management.

📈Customer Acquisition Strategy

We plan to target industry conferences, digital marketing campaigns, and partnerships with financial consultancy networks to introduce the platform to potential users.

Project Stats

Posted:July 21, 2025
Budget:$25,000 - $75,000
Timeline:8-12 weeks
Priority:Medium Priority
👁️Views:12351
💬Quotes:819

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