Our client is a UK based financial group possessing unmatched expertise and experience in Foreign Exchange. They provide customers with access to global currencies and international payment services without any risks associated with foreign exchange. The client decided to develop an innovative .NET application that provides cutting edge payment solutions to address various challenges. The trading platform provides easy and quick access of information to the customers resulting in better decisions.

Some of the critical challenges that need to be addressed were:

  • Implementation of secure trading platform that ensured optimal security of information during transmission of data
  • 24/7 availability of trading platform with online support via "Live Chat" and telephonic support to enable payment submission
  • Allowing the user to connect through a simple and easy setup process
  • Developing safe and secure way to operate client transaction accounts for the clear purpose of buying and selling currency only
  • Offering access to multilingual websites with more than 34 currencies
  • Provision for multi-user access with varying security levels
  • Developing a trading solution that supports no minimum transfer amounts or hidden charges
  • Facilitating quick and instant quotes with shopping for the best rate


  • expertise-tools

    Tools & Technology

    Microsoft.NET • C# • Visual force • apex • Microsoft Visual Studio and Salesforce • Microsoft SQL Server • Windows Server


As one of the leaders in custom software development, TatvaSoft developed a trading and international payment platform that controls all the transactions combined with minute information about the market. We offered cutting-edge innovative features. Some of which are listed below:

Manage Account

Balance View

Allows users to view current balance in their account as per currency set up.

Add or amend Payee, Payment Template

Manage payee information and their payments for users to create a new payment template from excel file format.

Account Statement

Provides account statement summary for the selected time-frame. Also, the user can view a detailed account statement.

Credit/Debit Statement

Ability to have a credit/debit statement summary for the selected time duration.

Manage users

Allows management of users and along with their personal details

Direct Debit

If this option is enabled by the admin, the user can add beneficiary details

Manage Profile

Users can manage Personal Information, Address Details, Time Zone, and Contact Details.

Identity Verification

Users can upload a document for Photo Id, Address Proof, Company Proof.


Administrators can manage customer level fees, margins, trade limits, and client risk. This provides a personalized experience to the customers.

Trade Centre

Buy/Sell Currency

Allows to buy or sell trade based on specific trade type and payment type. User can set the number of payments per payment type.

Market Orders

Allows the user to set the buy and sell amount and limit rate. The system will perform automatic trading when the market limit rate equals the limit rate set by the user.

Approve a Trade

Allows the user/admin to approve the pending trade, receive the final quote and place it as a live trade.

Trade History

Allows to view the list of all open, unpaid, and settled trades. The user can filter and select trade, make a payment or download trade details in CSV and PDF file formats.

Previous Quote

Allows user to list of all rejected quotes from which he/she can select any quote and place it as the live trade

Batch Trade

Users can make multiple trades at once by selecting more than one payee of different currencies.

FIX Protocol

The system has an implementation of Financial Information Exchange protocol to do live tradings with Banks.

Payment Centre

Payment Centre

System supports 2 third party payment gateways with security implementation.

Accept Payments

The system has a 5 level security implementation to accept payment through the bank and keep it secure.

Create Payment

Allows the user to make payment to selected payee based on charges calculated for the selected payment type.

Payment Upload

View all previously batch payments & upload the new payment file.

Approve a Payment

List of pending payments for approval and viewing complete payment details. The user can download payment details in CSV and PDF file formats.

Batch payment

Admin can enable users to create a batch for payment


Search past payments, view and download payment details in PDF or CSV file format.


The system has incorporated level 6 compliance to meet regulatory guidelines.

Payment Credit

The system supports 4 bank specifications to make payments to payees.


Account Access

Admin can control login timings, weekend access, 2FA security, customer online access, unlocking the accounts.


The system follows high-security standards to control any vulnerability or attacks.


System controls concurrent transactions at a very low level to avoid any duplicate payments or deals.



The system has 20+ reports. Some of them include Account Balance, Profit Loss, Bank Statement, Revenue Reports, Client Liabilities, etc.


The system has 25+ Third-party API implementations for Email, SMS, Mobile Number, Bank Details Validations, Ip information, Address Details, etc.



The system provides more than 15+ master configurations to keep it user friendly. It includes County, Currency, Payment Types, Remittance Types, User Role, Counterparties, Email Templates, etc.


The system has more than 15+ highly configurable settings to control system behavior. It includes Trade Timings, Static Rates, Ip Access, Spot Days, Global Fees/Margins, etc


TatvaSoft’s dedicated software development team created this comprehensive and a secure trading solution for a UK-based client which enabled the client to provide highly competitive rates for international payments. Tatvasoft’s software solution benefitted the client’s business dramatically with benefits such as

  • Lowered operating costs with less overhead involvement
  • Simple, fast, and cost-effective solution to withstand dynamic market changes
  • Great flexibility and accessibility to more than 34 currencies
  • A varied range of payment transaction types for the easy, controlled and secure international payment
  • Unparalleled market intelligence with detailed insights that allowed us to be in touch with the market.