Services
Velytra delivers specialized fintech consulting services powered by AI assistance. We help traders, advisors, and financial professionals navigate brokerage integrations and tax strategy.
API strategy and implementation
Connect your trading platforms and tools to major brokerages with confidence. We provide strategic guidance and technical support for seamless integrations.
- Schwab API integration for account data and order execution.
- Fidelity API connectivity for portfolio management systems.
- Tastytrade API integration for options-focused platforms.
- Multi-broker aggregation and data normalization strategies.
- OAuth implementation and secure credential management.
TTS qualification and optimization
Navigate the complexities of Trader Tax Status with expert guidance on qualification, election timing, and ongoing compliance requirements.
- TTS qualification analysis based on trading activity and patterns.
- Mark-to-Market (Section 475) election strategy and timing.
- Business expense deduction optimization for trading operations.
- Home office and equipment deduction structuring.
- Retirement account strategies for trader entities.
Build and scale trading technology
Strategic consulting for fintech startups and established firms building trading platforms, analytics tools, and financial technology products.
- Trading platform architecture and technology stack guidance.
- Market data integration and vendor selection.
- Performance analytics and reporting system design.
- User experience strategy for trading applications.
- Scalability and reliability planning for financial systems.
Intelligent consulting assistance
Every engagement is enhanced by our AI assistant, accelerating research, analysis, and decision-making across all consulting areas.
- Tax code analysis for complex trading scenarios.
- Brokerage API documentation review and integration planning.
- TTS qualification research and documentation support.
- Trading platform technology evaluation and comparison.
- Custom reporting and documentation preparation.
How we work with clients
Project-based
Defined scope engagements for specific needs like API integration or TTS qualification analysis.
Advisory retainer
Ongoing access to consulting expertise for evolving questions and strategic decisions.
Implementation support
Hands-on assistance with execution, from brokerage API setup to trading platform integration.