ASADI.AI

FINTECH SYSTEMS · CASE RECORD

GOVERNANCE-FIRST
FintechCASE RECORDFLAGSHIP

EdifyTrade

Broker Academy OS — multi-tenant branded academy infrastructure for brokers, IBs, and trading educators. Public academy, student portal, owner visibility, hosted video, webinars, and a risk-first Practice Lab.

Operator impact

Brokers and IB networks launch a fully branded academy on shared infrastructure — tenant isolation, partner commission ledgers, and risk disclosures designed in rather than bolted on.

01PRIMARY SURFACEFINTECH
01 / EDIFYTRADEON RECORD
EdifyTrade — Broker Academy OS homepage showing the public academy, student portal, and owner dashboard surfaces
EdifyTrade — Broker Academy OS homepage showing the public academy, student portal, and owner dashboard surfaces
02BUILD SCOPE
47 data models7 role-scoped route groups (public, student, tenant-admin, partner, instructor, super-admin, auth)217 test filesmulti-brand host resolutionMux hosted videoStripePractice Labpartner commission ledgerwhite-label Expo mobile app
03PROBLEM / ROLE

Problem

Brokers and IB networks need a branded education arm to acquire and retain traders, but the options are a generic LMS with no broker context, or a bespoke build per brand. Neither handles the parts that actually carry risk: tenant isolation, partner commission accounting, and the regulatory boundary between teaching and advising.

Role

  • Sole engineer — architecture through platform implementation and deployment
  • Built the multi-tenant model, brand resolution layer, and partner commission ledger
  • Built the Practice Lab simulator, video/live-events subsystem, and growth engine
04APPROACH / OUTCOMES

Approach

  • Built one multi-tenant platform where each academy is a tenant with its own domains, members, branding, and catalog
  • Host-based brand resolution maps each production, staging, and legacy domain to a brand definition — no per-tenant fork
  • Seven role-scoped route groups so student, tenant-admin, partner, instructor, and super-admin surfaces have separate authority boundaries rather than one dashboard with hidden buttons
  • Partner and IB commissions modelled as a double-entry ledger with an outbox for reliable downstream event delivery
  • Practice Lab built as a simulator with its own position and journal models — structurally incapable of reaching a live broker account
  • Hosted video through Mux with per-lesson video sources, plus live streams, attendance, and chat for webinars
  • Brand and color regression gates in CI, so white-label integrity is enforced by the build rather than by review discipline

Outcomes

  • Live product operating as a Broker Academy OS for brokers, IBs, and trading educators
  • Two brands (EdifyTrade and Obvera) run from the same codebase and the same mobile app, proving the white-label path end to end
  • Tenant isolation, partner accounting, and risk disclosure are structural properties of the data model, not configuration
  • Demo path validated end to end with a documented evidence pack, and a public demo academy anyone can inspect without an account
05PROOF LEDGER08 ENTRIES
  • Three deployment paths from one platform: broker-operated academy, broker-sponsored partner/IB academies, or an independent IB education portal
  • Brand layer with a CI regression gate — hardcoded brand strings and off-palette colors fail the build, so white-label tenants can't drift
  • Practice Lab — simulated positions and journaling, deliberately separated from any live-execution path
  • Growth engine on explicit ledgers — XP, points, and PV tracked as append-only records with reward rules, badges, and streaks
  • Multi-tenant by construction: Tenant, TenantDomain, TenantMember, and TenantAffiliation models resolve a branded academy per custom domain
  • Partner/IB economics as first-class data: commission plans plus a double-entry ledger (accounts, events, entries) rather than derived spreadsheets
  • Hosted video via Mux plus a live-events subsystem (streams, attendance, chat) for webinars and replays
  • 217 test files spanning unit, integration, and compliance-gate suites
06REFUSED PATHSFAIL-CLOSED BY DESIGN

What I refused to build

These constraints are part of the engineering signal: the work stayed useful because the unsafe shortcut paths stayed out.

  • R-01Live-execution paths inside the Practice Lab — simulation is a separate model boundary, not a feature flag
  • R-02Hardcoded brand strings in tenant-facing UI — a CI gate fails the build instead
  • R-03Shipping legal copy ahead of counsel sign-off — legal implementation stays gated until review completes
  • R-04Presenting seeded demo figures as traction — preview metrics are labelled illustrative
07PRODUCT SURFACES04 FRAMES

A live tenant academy running on the platform. Every surface below is served from the shared multi-tenant codebase under the tenant's own branding — the same path a broker or IB network gets on rollout.

FRAME 01
EdifyTrade tenant academy — branded public catalog with academy status and enrollment entry points
Branded public academy, rendered per tenant from shared infrastructure
FRAME 02
EdifyTrade tenant academy — course grid with modules, duration, instructor, and pricing
Catalog with per-course modules, duration, instructor, and pricing
FRAME 03
EdifyTrade course detail — curriculum with free preview and locked lessons, and a purchase state marked available soon
Course detail with free-preview and locked lessons — checkout deliberately gated until payment readiness closes
FRAME 04
EdifyTrade tenant academy — risk disclosure block stating educational content only and operator responsibility
Risk disclosure rendered on the academy itself, with operator responsibility stated explicitly
08MOBILE RECORD04 FRAMES

White-label Expo/React Native companion app — courses and resume flow, XP progression, journal, and webinars. EAS build profiles are parameterised per tenant, so each brand ships its own assets and API target from one codebase.

M-01
EdifyTrade Mobile — home screen with XP progression and continue learning
M-02
EdifyTrade Mobile — course detail with curriculum and progress
M-03
EdifyTrade Mobile — trading journal with mood tags
M-04
EdifyTrade Mobile — webinars with upcoming and replay
09STACK / ACCESS

Stack

Next.jsTypeScriptPrismaPostgreSQLStripeMuxExpo

Hiring signal

This is the kind of work I want ASADI AI to make legible first: fintech systems where product direction, architecture, execution, and governance all have to line up.