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Software-only. Built for professional trading operations.

Institutional Trading Automation & AI Infrastructure

We build production-grade automation for strategies across equities, options, futures, FX, commodities, ETFs, and fixed income: execution engines, broker integrations, screening & research pipelines, monitoring, and audit-ready logging.

Typical timeline
410 weeks
Reliability focus
Ops-first
Delivery model
Fixed-fee

Technology provider only — no investment advice, no asset management, no discretionary execution on behalf of clients.

Live system snapshot (illustrative)
Automation Control Layer
finlite-engine • prod • us-east
✔ signal_ingest: webhook://strategyA
✔ risk_gate: exposure_limit ok
✔ order_router: venue=SMART qty=12
✔ broker_ack: id=IBKR-9382
✔ audit_log: written (sha256)
SignalRiskExecutionAudit
Latency p95
38 ms
Error rate
0.2%
Risk gates
Pre-trade
Deployment
VPS / Cloud
Scope My Project
Visuals are illustrative and non-financial. We design systems that reflect your constraints, data, and broker permissions.

Platform Capabilities

A reliable automation stack: execution, multi-asset risk controls, observability, screening, and AI-enabled research workflows.

Multi-Asset Execution

Core

Deterministic pipelines for order generation, routing, and state management across instrument types.

  • • Equities, ETFs/funds, options, futures, FX, commodities
  • • Bracket orders, OCO, staged execution, smart routing
  • • Position reconciliation + state recovery

Risk Controls

Guardrails

Pre-trade checks and constraints to reduce operational failures and enforce internal limits.

  • • Position, Greeks, margin, and exposure limits
  • • Hard kill-switch patterns + circuit breakers
  • • Stale-data protections + trade windows

Screening & Research

Research

Build automated pipelines to discover opportunities and evaluate strategies with controls.

  • • Options chain scanning + volatility surfaces
  • • Equity/fund factor screens + universe construction
  • • Fixed income curve tools + bond screening

Observability & Audit

Ops

Monitoring, alerting, and audit-ready logs for incident review and operational confidence.

  • • Structured logs, event timelines, and replay
  • • Dashboards: performance, exposure, execution quality
  • • Alerting: failures, drift, abnormal behavior

Asset Class Coverage

We engineer automation for strategies on most major security types, provided your broker/data access supports it.

Supported workflows

multi-asset
Equities & ETFs/Funds
Screening, alerts, execution automation, portfolio rebalancing, tax-lot aware logic (when applicable).
Options & Derivatives
Chain ingestion, spreads, Greeks-based gates, rolling logic, position lifecycle automation.
Futures & Commodities
Contract selection/roll handling, session windows, risk and margin controls, execution templates.
FX
Multi-leg workflows, time-based gates, carry/vol screens, integration with broker FX routing.
Fixed Income
Bond screening, curve analytics, duration/convexity, ladder tools, reporting and research automation.
Cross-Asset Portfolios
Unified exposure views, allocation rules, stress testing placeholders, and operational dashboards.
Important
“Coverage” means software automation is feasible. Tradability depends on jurisdiction, broker permissions, data subscriptions, and your compliance policies.

Automation Coverage Map

Illustrative: typical depth by workflow stage.

illustrative
Workflow Ingest Risk Execute Audit
Equities/ETFs High High High Full
Options High Greeks High Full
Futures High Margin High Full
FX High High High Full
Fixed Income Med Med Varies Full
Ops maturity (illustrative)Rising →

Services

You bring the strategy concept and constraints. We deliver the engineering: automation, integration, testing, deployment, and operational tooling.

Strategy Automation

Turn logic into production-ready automation with execution safeguards.

Workflow orchestration + state management
Order templates (brackets/OCO/rolls)
Reconciliation + restart-safe design

Broker & Venue Integration

Secure integration with broker APIs, permissions, and routing patterns.

IBKR / FIX / custom gateways (scope-dependent)
Options/futures/equities workflows
Failover + idempotent execution

Portfolio Automation

Allocation logic, rebalances, and reporting tied to your operational rules.

Rebalance engines (calendar/trigger-based)
Drift controls + constraints
Handover docs + runbooks

How we compare (boutique engineering)

Typical positioning vs generic freelancers and large vendors.

Illustrative. Scope and contract terms vary.
Dimension FinLite.ai Generic freelancer Large vendor
Ops & reliability High (tests, runbooks, monitoring) Variable High (but slower/expensive)
Speed to prototype Fast Fast Slow
Multi-asset scope Yes Sometimes Yes
Commercial clarity Fixed-fee scopes + milestones Hourly, often undefined Complex SOW
Handover quality Runbooks + docs + training Variable Docs, but heavyweight

Live Consultations & Project Demos

During consultations, we can demonstrate example systems (or your sandbox build) so you can see how the automation behaves end-to-end.

Demo 1
Execution Engine Walkthrough
Signal → risk gates → order routing → reconciliation → audit logs.
Includes
Kill-switch patterns · restart-safe state · failure-mode handling
Demo 2
Options / Screening Pipeline
Chain ingestion, filters, spreads, alerts, and research exports.
Includes
Vol surfaces · Greeks gates · roll rules · watchlists
Demo 3
Monitoring & Dashboards
Health checks, alerts, execution metrics, and audit timeline views.
Includes
Telemetry · incident traces · exports · role-based access (optional)
See Pricing Ranges

Standard Pricing (US boutique range)

Transparent, milestone-based pricing ranges commonly seen with boutique trading automation engineering teams in the US. Final pricing depends on integrations, asset classes, reliability requirements, and delivery constraints.

Phase 0
Discovery & Design
Architecture, requirements, and acceptance criteria.
$1,500–$4,000
1–3 sessions · design doc · scope map
Phase 1
Prototype / MVP
Working automation in sandbox with core workflows.
$7,500–$25,000
2–6 weeks · basic tests · demo-ready
Phase 2
Production Build
Ops-grade system: monitoring, safety, recovery, docs.
$25,000–$120,000
4–12 weeks · runbooks · handover
Phase 3
Enterprise / Multi-System
Multiple strategies, teams, approvals, and dashboards.
$120,000+
Custom SOW · integrations · SLAs

Ongoing Support (optional)

Maintenance, monitoring, improvements, and incident response coverage.

retainer
Starter
Monitoring + small fixes
$1,500–$3,500 / mo
Growth
Improvements + reporting
$4,000–$9,000 / mo
Team
SLA-like response + roadmap
$10,000+ / mo
Prices are ranges, not quotes. Final numbers depend on scope, integrations, and reliability requirements.

Quick estimate (illustrative)

Move sliders to see a rough range. This does not replace a scope call.

Integrations (0–3)1
Asset classes (1–5)2
Ops requirements (1–5)3
Estimated range
$25,000–$60,000
Assumes typical boutique delivery. Larger teams or strict SLAs increase cost.
Get a real quote

Delivery Process

A disciplined pipeline designed to reduce operational risk and increase confidence before deployment.

Step 1
Technical Scoping
NDA (if needed), objectives, constraints, and required integrations.
Step 2
Architecture Design
Blueprint for execution, data, risk gates, monitoring, and interfaces.
Step 3
Build & Testing
Unit + integration tests, error handling, and safe execution patterns.
Step 4
Sandbox Validation
Simulation/UAT to confirm behavior, constraints, and failure modes.
Step 5
Production Deployment
Live rollout with monitoring, documentation, and an operational handover aligned with your team.

Technology & Observability

Engineering emphasis: reliability, traceability, and controlled automation. Below are illustrative (non-financial) visuals.

System Health (Illustrative)

Latency, error rate, and throughput — example dashboard visuals.

Ops
Latency (ms)Last 24h
p50
12 ms
p95
38 ms
Errors
0.2%

Workflow Coverage (Illustrative)

Example: which parts of a workflow are automated.

Infra
Modules
Signal ingestion95%
Risk gates90%
Execution88%
Monitoring & alerts92%
Deployment
VPS / Cloud
Artifacts
Docs + Logs

Audit-ready logging

Structured logs for execution traceability and operational review.

Safe execution patterns

Validation, limits, and failure-mode handling built into automation.

Production support

Maintenance, monitoring, and structured rollouts to reduce downtime.

Technology Provider Only

Clear boundary: software delivery and automation engineering services only.

FinLite.ai provides software development and automation engineering services only. We do not provide investment advice, manage assets, or execute trades on behalf of clients. Clients retain full control and responsibility for trading decisions, approvals, and account activity.

If you require regulated investment services, consult qualified legal/compliance professionals in your jurisdiction.

Request a Technical Consultation

Share what you want to automate. We’ll respond with a technical outline and a fixed-fee estimate.

By submitting you confirm this is a software/automation inquiry (not investment advice).

What happens next?

  • • We review requirements and constraints
  • • We propose an automation architecture
  • • You receive a milestone plan and a fixed-fee estimate
  • • Optional live demo of relevant components
Typical deliverables
Architecture doc · Prototype · Tests · Monitoring · Runbooks · Deployment scripts · Handover session
Global remote delivery. Secure collaboration via your preferred tooling.