King Street Apps

Product development for US-based investment giant IRA Services Trust.

Customer accounts1.4 million+

Funds Under Management$3 billion+

Deliverables

Customizable white label sign-up process

Self-service client portal for managing all aspects of a self-directed US retirement account

Employee portal to replace the legacy back office system

Developer portal for seamless integration with new institutional partners leveraging the CaaS platform we built

Year2015 - 2019

We built a modern cloud-based platform for IRAST used by both their employees and customers. The platform allowed IRAST to expand their business by offering a 'Custody as a Service' (CaaS) solution to non-custodial wealth management companies seeking to add custodial services to their product suites.

The platform we developed significantly increased the number of customer accounts and the total value of IRAST’s custodial holdings. Furthermore, our software played a role in enhancing the valuation of IRA Services Trust, contributing to its acquisition by Forge Global in 2019. Our collaboration with Forge continues today.

ServicesProduct development
Design and UX
Backend and Frontend development
Devops and Infrastructure
Data Services: custom-built bespoke pipelines
Historical data migrations
Cyber Security and Resource Access Control
Compliance and Regulation

PlatformMicrosoft .NET
Azure
WebAPI
React
Angular
Shaolinq:

Our powerful ORM and LINQ provider for C# and .NET