FinTechCapital MarketsInternal Tools
Case study

Digital Block Stock-Trading Ledger

Enabled faster corporate-client onboarding, eliminated manual blotter errors, and established a full digital audit trail for compliance.

200+ products shipped
13 years
5.0 on Clutch100% Upwork Job Success
2+ yr avg client engagement

The challenge

Back-office staff managed block stock trades through paper 'blotter chits' that were error-prone and hard to scale. No digital records, audit trails, or role-based access existed, increasing operational error and compliance risk.

What we built

We built a custom internal web application that turned the blotter-based back office into a fully digital workflow: role-based accounts with defined permissions, structured digital records replacing paper, a centralized dashboard for real-time trade monitoring, and integrated reporting for historical data.

The outcome

Enabled faster corporate-client onboarding, eliminated manual blotter errors, and established a full digital audit trail for compliance.

More work

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