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Financial services · Investment platform

Ledger 02 — retail investment advisory.

A long-horizon investment advisory platform that publishes market commentary, research and member-only tools to millions of retail investors worldwide.

Selected clients · 2010 – today
Power to LiveRBM GlobalDragonflySquiblerMOOSainsbury'sMPCX-LinkPower to LiveRBM GlobalDragonflySquiblerMOOSainsbury'sMPCX-LinkPower to LiveRBM GlobalDragonflySquiblerMOOSainsbury'sMPCX-Link
/01
The problem

The challenge.

The client needed a publishing and membership platform capable of serving millions of readers with personalised stock recommendations, screeners and portfolios.

Content velocity is high — articles, research reports, videos — while membership tiers gate different premium services.

Legacy infrastructure struggled with peak traffic on earnings days and could not safely A/B test paywalls or pricing.

/02
The plan

Our approach.

Rebuilt the core publishing stack in Django with server-rendered templates for SEO-critical surfaces.

Introduced Elasticsearch-backed research search, ticker pages and screener tooling.

Moved paywall, entitlements and subscription billing into a dedicated service so pricing experiments ship without coordinating with editorial.

Cached hot pages at the edge and moved long-tail content to a warm cache for earnings-day traffic spikes.

/03
The result

The outcome.

Editorial publishes without worrying about infra, and members get faster, more relevant research.

Pricing and paywall experiments now ship weekly instead of quarterly.

Peak-traffic stability during earnings weeks without over-provisioning.

Engineering stack

What it was built with.

The exact tools in the delivered system. We pick the stack to fit the problem and the team — not the trend cycle.

/01Django
/02Django Templates
/03PostgreSQL
/04Redis
/05Elasticsearch
/06AWS
Trusted by our clients

What partners
tell us.

Most clients renew for a second engagement. The ones who don't usually hire someone from our team to run the project in-house.

We are a mental health charity and not tech minded. We needed to improve our patient registration system but wanted a company that we can relate to. Hassan took the time to meet with me and patiently went through our process to find a personalised solution for us. Hassan's team did a great job streamlining our process and connected our registration system to our patient management software. Whenever we have a glitch, they resolve this quickly. Cloudini provides a personal and efficient service and we have adopted them to be our IT provider.
Tien Kuei, CEO at Power to Live Foundation
Tien Kuei
CEO · Power to Live Foundation
I am writing to wholeheartedly recommend Cloudini as a premier bespoke software development agency. Our journey with them has been nothing short of exemplary, far exceeding our initial expectations. While many agencies can develop based on strict specifications, Cloudini demonstrated an incredible commitment to our project that was truly unparalleled.
Robert McPherson, Managing Director at RBM Global Ltd
Robert McPherson
Managing Director · RBM Global Ltd
Dragonfly has been working with the team at Cloudini for several years now on building out our web-based platform and APIs. One of their strengths is quickly building out a multi-disciplinary team to work on the development and delivery of features with different technical requirements. Their support has allowed us to accelerate our development work without building an internal team. They have also worked seamlessly with other third parties both during the acquisition of Dragonfly and development of our mobile app. Cloudini has been instrumental in bringing our ideas to life and providing guidance to help us make the best technical decisions. I would recommend getting in touch with them if you're looking for support.
Rebecca Palser, COO at Dragonfly
Rebecca Palser
COO · Dragonfly
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