InvestDex
Ment Tech Labs partnered with InvestDex to create a decentralized investment ecosystem that merges traditional portfolio management with DeFi automation. The platform allows users to diversify assets, apply dollar-cost averaging, and monitor portfolio performance in real time, all through on-chain, transparent, and self-custodial architecture.
Region/Industry
Project Duration
Client Type
InvestDex was created to solve one of DeFi’s biggest gaps: the lack of structured, long-term investment tools for serious investors. While most decentralized exchanges focused on short-term yield and swaps, InvestDex aimed to introduce strategies familiar to traditional finance, such as portfolio diversification, performance analytics, and periodic rebalancing.
The founders envisioned a platform that could empower investors to manage their portfolios with precision and transparency, without relying on centralized intermediaries. They reached out to Ment Tech Labs to architect a product that merges institutional-grade strategy with decentralized access: a platform that gives DeFi investors control, data visibility, and strategy automation all in one place.
Bring Institutional-Grade Investing to DeFi
Before partnering with Ment Tech Labs, SocialSwap had a strong vision i.e. to combine trading with social interaction. But executing that vision within a decentralized framework presented unique challenges that required both blockchain expertise and product clarity.
Structuring Investment Logic on Smart Contracts
The primary challenge was converting traditional portfolio management strategies into executable smart contract logic. Dollar-cost averaging, rebalancing, and long-term yield strategies had to operate autonomously without exposing users to custody risks.
Building Real-Time Portfolio Analytics
InvestDex needed a dynamic analytics system that could visualize portfolio health, track token performance, and display aggregated returns across multiple networks with precision.
Managing Multi-Chain Asset Interactions
Users required access to assets across several blockchains, but integrating data and liquidity in real time created complexity in routing, reconciliation, and on-chain reporting.
Risk Scoring and Investment Profiling
To make investing more responsible, the team wanted to introduce on-chain risk scoring based on portfolio composition, volatility, and user behavior. Implementing this required new data feeds and predictive algorithms.
Secure and Transparent Automation
Every automated investment action, including portfolio rebalancing and DCA execution, had to remain verifiable on-chain. Maintaining transparency while automating complex financial logic demanded careful architectural design.
User Experience Without Complexity
Professional investors needed control, while casual users preferred simplicity. The interface had to deliver deep functionality without overwhelming new entrants, a balance of technical depth and accessibility.
Ment Tech’s Approach
To transform Aurix Technologies’ vision into a fully functional, user-focused exchange ecosystem, Ment Tech Labs followed a structured and agile approach. The goal was to create a secure, high-performance, and reward-driven platform that could serve both professional traders and everyday users.
An Autonomous Investment Platform for the DeFi Era
On-Chain Portfolio Management Engine
Ment Tech Labs built a contract-based engine that automates allocation, rebalancing, and asset tracking entirely on-chain, eliminating the need for centralized custodians.
Automated Investment Strategies
Developed DCA, yield optimization, and risk-based reallocation strategies controlled through programmable logic, allowing investors to automate recurring buys and balance exposure in volatile markets.
Multi-Chain Liquidity Integration
Integrated Ethereum, Polygon, and BNB Chain with a single access layer that enables users to trade, monitor, and manage multi-chain portfolios without leaving the dashboard.
Tokenized Portfolio Representation
Introduced tokenized portfolio receipts that represent ownership and allow instant liquidity without liquidating underlying assets.
Predictive Analytics and Risk Engine
Implemented a data engine powered by Chainlink oracles and volatility models that assess real-time market conditions and adjust user portfolios accordingly.
Smart Index Creation Tools
Built a module that lets users create and invest in custom index-style token baskets, blending traditional index logic with decentralized execution.
Our clients
The Aurix Exchange platform is a robust digital asset ecosystem that seamlessly integrates trading, payments, and
rewards. Each component is crafted for optimal reliability, scalability, and real-time efficiency.
Strategy Builder Interface
Users can create and deploy automated investment strategies by setting allocation rules, entry thresholds, and rebalance intervals through a visual builder.
Real-Time Market Intelligence Feed
Integrated on-chain and off-chain data streams deliver price movements, liquidity depth, and sentiment indicators to support informed portfolio actions.
Adaptive Yield Routing
The platform’s routing logic identifies the most efficient liquidity pools and re-routes funds dynamically to optimize yield and reduce slippage.
Portfolio Tokenization Layer
Each portfolio position can be minted as an NFT-backed receipt, enabling instant proof of ownership and simplified asset transfers.
Compliance-Aware Smart Contracts
Optional compliance parameters allow professional investors to integrate KYC or jurisdictional limits directly into their portfolio contracts.
Multi-Factor Risk Dashboard
Comprehensive analytics visualize volatility, asset correlation, and projected drawdowns, giving investors full control over risk exposure in real time.
Driving Performance and Efficiency Across DeFi Markets
