Investing Core
Shared infrastructure for investment discovery, execution, positions, assets, and portfolio experiences.
Investing Core provides the technology layer required to build investment and asset-access products across multiple providers and regulatory structures. It connects user-facing discovery, asset pages, orders, positions, performance, and portfolio experiences with authorized brokers, custodians, tokenized-asset providers, market-data providers, and other licensed infrastructure.
Core Sequence
- 01Discover
- 02Order
- 03Provider
- 04Position
- 05Reconcile
- 06Portfolio
Core Principle
Access Is A Product Problem, Execution Is A Licensed One
Discovery, asset pages, watchlists, positions, and portfolio presentation are product work that can be shared. Execution, custody, and suitability sit with authorized entities. Investing Core keeps that line explicit instead of blurring it.
What This Core Provides
Reusable Investing Core capabilities available to FinDech products, configured per product, market, and partner model.
- Asset catalog and discovery
- Instrument and market-data normalization
- Asset detail pages
- Watchlists
- Order creation and lifecycle handling
- Position and portfolio records
- Cash and asset reconciliation
- Broker and provider integration
- Fractional and tokenized-asset readiness
- Corporate-action event readiness
- Statements and transaction history
- Suitability and appropriateness workflow hooks
- Product and jurisdiction restrictions
- Investment risk disclosures
- Provider abstraction
- B2B distribution infrastructure
How Investing Core Works
The same sequence underneath every product that uses this Core.
Discover
A normalized asset catalog, instrument data, asset pages, and watchlists power discovery inside the product.
Order
Orders are created against product and jurisdiction restrictions, with suitability and disclosure hooks applied first.
Provider
Execution is passed to an authorized broker, custodian, or tokenized-asset provider for that instrument and market.
Position
Positions, cash, and corporate-action events are recorded against the user's product records.
Reconcile
Cash and asset records are reconciled against provider statements and transaction history.
Portfolio
Holdings, performance, statements, and history are presented through the brand's own portfolio experience.
Where This Core Is Used
Product categories this Core is designed to support. Availability depends on the product, jurisdiction, and selected partners.
- Stocks and ETFs
- Tokenized instruments
- Precious metals
- Thematic portfolios
- Savings and investment products
- B2B investment distribution
- Institutional and partner integrations
Designed To Work With The Other Cores
Investing Core is built to be combined. Each connection below is a reusable relationship, not a bespoke integration.
Designed For Products Like These
Investing Core is intended to be reusable across the FinDech portfolio. The brands below are the products this Core is designed for — not a statement that each one currently uses it.
- Ryta
- Woney
Partner And Regulatory Boundary
Where FinDech Stops And Partners Begin
FinDech is not a broker, investment firm, custodian, exchange, or regulated investment provider. Regulated investment activities are performed through appropriately authorized entities and partners where required. FinDech develops the product and integration technology around them. Investment products carry risk, including loss of capital.
Other Cores
Build From The Core
Partner with FinDech to develop financial products using reusable infrastructure across crypto, cards, banking, payments, deals, investing, and risk protection.