Fintech software development for trading, payments and client portals

Build a new financial portal, take over one another vendor left unfinished, or add engineers to your own team. Orion has done all three for trading, payments and finance-operations products.

How we protect financial data
ISO 27001Certified company PCI DSSPayments experience MFA and rolesAccess control Audit loggingEvery action recorded

Tell us about your product

A specialist replies within one business day.

NDA first
Multiple Choice
3 months
ClinTrust, takeover to MVP
Real time
fault-tolerant trading platform
iOS · Android · Java
engineers on the Shoonya trading app
ISO 27001
certified company
What a portal includes

Four parts every financial portal gets right

Accounts, statements, payments and an audit trail. Select a part to see what we build into it.

Illustrative portal. Figures are examples.

Live balances per account, product or portfolio, with each user seeing only what their role allows.

Portals we build

Fintech portals and platforms we deliver

Four kinds of financial software, each with the work it involves and where we’ve done it.

01

Client and investor portals

Secure self-service for clients and investors, with staff seeing only what their role allows.

  • Balances
  • Statements
  • Documents
  • Messages
Where we’ve done itPortal patterns across our finance work
02

Trading and brokerage platforms

Order and market-data flows that stay up under load, plus the mobile apps traders use every day.

  • Real-time data
  • Order flow
  • iOS and Android
Where we’ve done itReal-time trading platform; Shoonya apps
03

Payments and billing portals

Invoices, card and bank payments and receipts, with duplicates blocked and disputes handled.

  • Invoicing
  • Stripe
  • Receipts
  • Disputes
Where we’ve done itTaxzilla; ClinTrust sponsor invoicing
04

Accounting and bookkeeping portals

Budgets, invoices and payment reconciliation, so finance teams stop matching records by hand.

  • Budgets
  • Reconciliation
  • Audit trail
Where we’ve done itClinTrust payment reconciliation
Featured takeover

ClinTrust: an unfinished finance platform, rebuilt and in production

ClinTrust runs the money side of clinical trials, from the signed site agreement to the sponsor paying the invoice. It came to Orion part-built and losing data. We took it over, shipped the MVP and it now runs in production.

  1. 1
    Inherited
    Part-built, losing data, with much of the original scope missing.
  2. 2
    Stabilised
    Data model rebuilt so nothing is lost or duplicated.
  3. 3
    Live in production
    MVP shipped in three months, now running for clinical-trial sites.
What we inherited
  • 1Each site could link to only one doctor
  • 2No unique doctor IDs, so investigators were duplicated
  • 3A misclick could lose data
  • 4Invoice preview, duplicate blocks and dispute handling missing
What we shippedIllustrative
  • 1Sites linked to many doctors, each with a unique ID
  • 2Data entry that saves as you go
  • 3Duplicate invoices and payments blocked
  • 4Disputes handled and payments reconciled
Engagement
Takeover → MVP
Scope
Site agreements, sponsor invoicing, reconciliation
Stack
Python · React · Microsoft Entra ID
Inherited a financial system? Get a takeover audit
Portal audit

Get your financial portal audited before someone else finds the gaps

A fixed-scope review of security, code, architecture, compliance and risk, with a ranked list of what to fix first.

$6.29M
average cost of a data breach in financial services, up from $5.56M a year earlier
247 days
average time to identify and contain a breach
$11.5M
average breach cost in the United States, more than double the global figure

Source: IBM Cost of a Data Breach Report 2026, conducted by Ponemon Institute.

Sample scorecard
Client payments portal
Good Fix soon Fix now
  • SecurityFix nowTwo admin accounts sign in without MFA
  • Code qualityFix soonNo automated tests on the payments module
  • ArchitectureGoodServices separated, ledger isolated from the web tier
  • RiskFix soonNo rollback plan for ledger schema changes
  • ComplianceFix nowCard numbers written to debug logs, a PCI DSS gap
  • Cloud and infrastructureGoodEncrypted storage, backups tested monthly
  • Third-party librariesFix nowFour dependencies with known critical vulnerabilities
  • PerformanceFix soonStatement export times out above 5,000 rows
Illustrative findings, not from a real client.

What we check

  • Security (OWASP, access, encryption)
  • Code quality and maintainability
  • Architecture and scalability
  • Risk assessment
  • Compliance gaps (PCI DSS, SOC 2, GDPR)
  • Cloud and infrastructure
  • Third-party and dependency risk
  • Performance under load

What you get

  • 1Written audit reportEvery finding, with evidence and a severity rating.
  • 2Prioritised fix roadmapWhat to fix now, what can wait, and in what order.
  • 3Fixed-price quote to fixA price for the fixes, if you want Orion to make them.
Duration
2–3 weeks, depending on size
Price
Fixed, quoted on request
  1. 1NDA and accessRead-only access to code, cloud and documents.
  2. 2ReviewAutomated scans plus senior engineers reading the code.
  3. 3Score and rankEach area rated, each finding given a severity.
  4. 4Report and walkthroughReport, roadmap and fixed-price quote.

Request a portal audit

Tell us what the portal does and where it runs. We’ll reply with a fixed price and a start date, under NDA.

  • NDA firstSigned before any access
  • Read-only accessWe review, never change
  • ISO 27001Certified company
  • PCI DSSPayments experience

Prefer to talk first? Use the enquiry form.

Projects

Financial software we’ve built and staffed

Clients are kept anonymous; products are named where we can.

Trading app Staff augmentation

Shoonya

Orion engineers worked on the Shoonya trading application, providing iOS, Android and Java development within the client’s team.

iOSAndroidJava
Financial services firm Full platform

Real-time trading platform

A real-time, fault-tolerant trading platform for a financial services firm, built to process market events as they happen.

KubernetesDockerKafkaSpark
Clinical-trial finance Takeover

ClinTrust

Financial operations for clinical trials, from site agreements and budgets through sponsor invoicing to payment reconciliation. Taken over and rebuilt as an MVP in three months.

PythonReactEntra ID
Tax filing and payments Full platform

Taxzilla

A cross-platform tax filing and payment app taking users from document upload to submission, with liability calculation, digital receipts and automated status tracking.

React NativeNode.jsReactStripeSQL
Security

How we protect financial data

Controls we build into every fintech product, from the first release.

ISO 27001 certified company

Orion’s information security is independently certified.

PCI DSS experience

Card data stays with the payment provider, and we have taken infrastructure to PCI compliance on AWS.

MFA and role-based access

Each user and staff role sees only the accounts and data it needs.

Audit logging

Who viewed, changed or approved what, and when.

NDA on every engagement

Signed before any detail is shared.

FAQ

Questions fintech buyers ask first

Takeovers, trading, payments, security and who owns the code.

Ask us something else

Yes. We audit the code, the data model and what is missing against the original scope, fix anything that can lose or duplicate money records first, then close the gaps. ClinTrust, a clinical-trial finance platform, went from takeover to MVP in three months.

Yes. Orion built a real-time, fault-tolerant trading platform on Kubernetes, Docker, Kafka and Spark, and has provided iOS, Android and Java engineers for the Shoonya trading app.

We integrate payment providers such as Stripe so card data stays with the provider, and we have taken infrastructure to PCI compliance on AWS. Tell us which obligations apply and we design around them.

Yes. Orion engineers can join your team on iOS, Android, Java and web, as they did on Shoonya, working inside your process and tools.

Role-based access with MFA, full audit logging of who viewed or changed what, and an NDA before any detail is shared. Orion is an ISO 27001 certified company.

You do. Code and documentation are handed over, whether or not Orion supports the system afterwards.

Let’s talk

Have a financial product to build or rescue?

Tell us where it stands. A specialist replies within one business day, under NDA.

Awards & Recognitions

GOCI
Brampton Board Of Trade
Toronto Region Board Of Trade
Orion eSolutions is ISO 27001 certified for information security management
GoodFirms Logo
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