Mid-Sized Global Retail Broker

The broker wanted to strengthen its retail proposition without building a full investment research and portfolio analytics infrastructure in-house. The objective was to give clients a more complete investment experience, create a new subscription product, and differentiate the platform beyond execution and basic market data.

PRAAMS supplied the analytical infrastructure behind the broker’s own investment portal.

Retail clients gained access to stock and ETF analytics, risk information, a smart screener for discovering investment opportunities, and portfolio management tools all delivered within the broker’s own environment.

The broker also integrated a multilingual conversational research interface into its existing client-support chat. Clients could use it to explore individual stocks, company and sector news, investment ideas and broader market trends without leaving the broker’s platform.

This allowed the broker to launch a richer investment service under its own brand while avoiding the cost and complexity of developing the underlying research and analytical capabilities from scratch.

The investment portal was introduced as a paid subscription service and generated a 7% increase in revenue within the first months.

The multilingual research interface also proved especially popular with younger investors, helping the broker strengthen engagement and establish a new point of differentiation in the retail market.

The broker expects the new subscription offering to contribute 15–20% additional revenue during the first year.

More importantly, the project transformed the broker’s platform from primarily a trading interface into a broader investment environment combining research, risk analytics, security discovery and portfolio management.