White Label Investment Platform
White Label investment platform development options and their peculiarities: unification and branding, client and transaction protection protocols, versions of operating panel creation, integration of mobile applications. Nuances of functioning and how the price of a ready-made web service is calculated: venture investments, spot and margin contracts, smart robots and blockchain, cryptocurrency with tokens, forecasts with summary reports for investors.
White label investment platform is an opportunity for a business owner to expand start-up or authorized capital by attracting physical and accredited investors. The creation is based on digital solutions that attract funds with alternative business proposals based on the capabilities and growth prospects of the enterprise or project.
How investment platform works and what are the advantages of it
The advantage of the investment platform is that even an unskilled investor can quickly assess the project's primary data, manage payments and analyze revenues using a dashboard. In contrast to a standard investment platform, White Label trade works equally well with venture capital funds, "business angels" and individuals, simplifying the signing of contracts.
The business challenges of a startup investment platform are solved with out-of-the-box and customizable features including:
Recognizability and reliability are the bases for attracting investors to the platform
Having your own investment platform raises any startup and business to a new level by increasing its recognizability. This also applies to social impact investing projects. The availability and flexibility of the platforms guarantees the connection to them of already existing websites, portals and back offices responsible for assets, liabilities and trading operations. During the development process, further customization takes place, taking into account the scale.
Investment platform differs from crowdfunding platform by individual decisions. For example, if it is a venture project with high risks, the rate for investments of $100,000 will be 20% and higher, for smaller amounts - 10-15%. It is the prerogative of the owner of a business idea to customize the level of remuneration according to the periods of development and formation of the startup.
In order to attract savings from individuals, it is necessary to show the attractiveness and reliability of investments compared to a standard bank deposit. A growth perspective clearly shown on charts and graphs, options for automatic analysis of expected profits (similar to built-in calculators) are good tools for demonstrating prospects.
Customer base solutions - create secure accounts with reporting capabilities
Integration with an existing client base and the launch of a real-time mobile application are additional pluses for the advanced Generation Z and, perhaps, especially talented representatives of the young Gen Alpha. There is a choice between debit cards and crypto wallets on mid-level software: the functionality of high-tech platforms includes functions for accepting payments in different variants, fiat money from a card or account and crypto.
Creating a secure investor account (two-factor authentication), complete with AML and KYC verification protocols, with a personal account for each profile is a convenient option for registration and verification. Notifications and analytics, to which investors subscribe, allow them to assess the prospects of a particular direction or segment, approve applications on the platform in manual or automatic mode. Dynamic updating of reports and their submission in PDF-format documents thanks to integration with depositories is a step to increase investor confidence.
Unification: from visual solutions to investor interaction
Individual brand design on the White Label platform includes not only a logo, colors and a customized domain, but also a secure digitally signed document on letterhead. On platforms with complex functionality, there are customizations that allow direct interaction between investors and each other. The client portal is mostly designed for individuals who have decided to invest their savings. Custom templates and integration with other CRMs unifies client data.
API protocol is used to integrate several services: a few clicks and the solution is connected. Therefore, it is impossible to say exactly what the cost of renting a platform will be until we find out what specific solutions the business needs. For example, Quva Alternative software has 9 modules that mitigate risks with certain solutions. They optimize portfolio filling, create reporting by means of a centralized repository of information about transactions and their results, inform about types of assets (venture capital and private equity, debt) and profit verification.
Basic elements of the investment platform and customization for cryptocurrency investors
White Label's standard software includes risk management tools, charts (bar charts, graphs), alerts and built-in systems to monitor assets and trading volumes, stock volatility, spread estimation to optimize and grow profit levels. Secure payment protocols (using two-factor authentication, blockchain principle) are responsible for the security of registration and execution of electronic trading operations.
The WL model is popular among brokers and cryptocurrency market participants. Customization to meet the needs of traders and asset sales agents includes branding of the interface (color scheme, logo and visualization, buttons) to increase the company's recognition. Popularity is added by professionally developed software code that works promptly without glitches or failures.
Rent is better than developing from scratch, technical support will provide protection against errors and failures
The aspect that stands ahead is savings. Creating the investment platform at the start of a cypto business is an opportunity to save money, as the difference between creating from scratch and renting reaches tenfold. It is easier to use a well thought-out and thoroughly tested platform with the ability to customize the panel of functions: especially since at the start of the budget is rarely extra hundreds of thousands of USD.
Technical support of White Label Investment Platform Company creators is a valuable help for new and inexperienced startups. The developer's support team quickly answers questions about the platform (technical, administrative, application of software solutions), which attracts newcomers. Any error or failure is a risk for payments or withdrawals, that is why help is necessary.
Advanced software: the client chooses the bet, quickly deposits the account, working in different versions
The simultaneous control of market quotes and fast execution of payment orders for ECN accounts allows you to choose the best bet. On a number of terminals trading is carried out both in manual mode and with automatic settings. API tells you how to work in mobile, desktop and web versions. Independent trading analysis, trust management and current liquidity accounting improve the work.
It is good when the platform has a built-in payment gateway for quick deposits without having to leave the platform. Optional features of customizing your own interface for clients, backup, refusal from mandatory server licensing, derivatives exchange are also part of the multi-component structure of proven platforms.
Features of spot and margin transactions on the investment platform
Multi-market solutions providing the ability to sell commodities and assets, stocks and futures work well in financial markets. It is great if participants have the ability to copy algorithms and traders' trades or create their own solutions based on them. Of course, spot options are suitable for everyone, unlike margin options, which are usually chosen by connoisseurs who evaluate the possibility of rising or falling asset rates. Customizing the ability to work on spot and margin trades depending on reputation is an acceptable and safe option for setting up an investment crypto exchange that works on White Label protocols.
The recommendation of a professional asset manager who cooperates with software creators, investors or clients is essential in choosing a platform. The manager is well-versed in the growth dynamics of startups, assesses potential risks and predicts development or decline when building a portfolio. He or she knows how to diversify the portfolio if it is necessary.
Robot, venture investments and effective partnership: options for investment platform realization
Taking into account and customizing investment requirements in software parameters according to clients' requests increases their satisfaction and loyalty. For example, the investor's goal is to receive a profit of 5-10% of the invested funds, the risk level is minimal or medium, and the investment period is 60 months. When these parameters are selected, the built-in robot will offer predictable solutions. If the client is ready to take risks, they will be shown promising projects with venture investments.
The White Label platform provider can offer the company, as an add-on, effective partnerships with other businesses and individuals:
The mutually beneficial partnership and recommendations are the key to confident growth of potential and profits. Such outsourcing at the start saves limited budget: instead of spending on crypto software and maintenance, the company is engaged in productivity growth, product quality improvement and cheapening without loss of quality. The client gets a convenient multi-factor model for analysis like the following.
The back-end of a quality White Label platform is arranged in such a way that the user can:
Service token and source code, building an investment portfolio
The presence of a service token in a blockchain network ensures that a PC can be used as a node, synchronizing it with other nodes. This is a significant advantage for openness of transactions that are captured by independent recorders. A number of other White Label solutions are open source.
It allows you to open QVM files and analyze the investment result by:
Basic needs: a simplified version with a price of up to $30,000
The minimum cost of a simple project is $20,000-$30,000. It has functions of displaying goods or services, two or three current charts of quotes or prices in real time, payment in fiat money, transfer between bank and card accounts. Client's cabinet includes registration and authorization via e-mail, Google account or social network.
This option is suitable for small firms that produce up to 30-50 units of products, are engaged in providing a small range of services. The turnover does not require complex security protocols, as the gross annual profit does not exceed $500,000.
From $30,000 to $50,000 is the average level of complexity
Medium platform creation has a price tag of $30,000-$50,000. The list of services here is expanding. Clients can enter assets and cryptocurrency, buy tokens, customize the functionality of a personal account, connect several types of alerts when a certain price limit is reached or another investment opportunity is reached. The company's budget for the year exceeds $1,500,000 with a net profit of 75% of the specified.
Complementing this platform is a medium-sized mobile application where investors work online. The greater the volume and amount of transactions, the more complex the protection on the mid-tier platform (at the quantum level). The platform of this level requires the creation of a financial model with the inclusion of a number of indicators: crowdfunding/crowdfunding/investing with the right to acquire a share of the company.
Multifunctionality and blockchain security: platform price tag up to $90,000
A sophisticated White Label crypto exchange platform with a $50,000-$90,000 price tag implements and tests up to 25 variations of software components and modules. Here it is possible to track the dynamics of the number of clients, the volume of incoming financial flows, costs and profits, the volume of the loan portfolio, discount rate and other indicators. Multifunctionality of complex solutions requires significant time for development and implementation - from 6 to 18 months.
Let's assume that a company wants to implement not only selling for fiat money and cryptocurrency, but also exchanging for digital assets or bonds. The same happens if there is a need to attach a mobile application, with its integration into other elements of the program. If investors need the possibility of voting, there are also options for this case - both on the basis of token ownership and contribution to the underlying fund.
Creating universal White Label investment platforms - tools that work 24/7/365 - is a task that requires a non-trivial approach and the selection of solutions for crowding, crowdfunding, realization of bonds of different maturities, digital rights and assets. The development is carried out simultaneously with testing of the completed stages.
The program functionality involves highly secure identification protocols, there is a smart contract working with a distributed database. Much attention is paid to offers for investors:
Forecasting the prospects of the direction
Even if the launch of production has not started and there are only pilot samples available, P2B cooperation is assessed based on analogs. We take into account that there is no single template for creating a model, so we take financial statements from working investment platforms, starting from revenue, expected LTV, startup costs (authorized capital) and planned reporting, volume of transactions.
The company value indicator is important, which we determine by valuation multiplier and correlate with the plan. If growth is envisaged not in %, but in multiples, it is necessary to specify the factors causing it: sale or lease of assets, growth of production volumes due to demand, etc. All this requires a balanced approach. All this requires a balanced approach and statistical evaluation.
The abundance of solutions when creating the White Label investment platform is an opportunity to choose the best option both for a start-up business or a startup, and for a company with a stable rating and position. Having your own tool for attracting investors increases the popularity of the firm. Reasons - recognizability due to unification and customization, convenient solutions for buying and selling assets, choosing spot or margin deals, venture investments, availability of tokens and built-in reports.
