Case Study: Global Investment Firm Standardizes Trader Desktops on Workspot + AWS

Overview 

A global investment management firm needed a secure, high-performance desktop platform to support traders across multiple international offices. With a new office launch and limited on-site IT support, the firm required a solution that could be deployed quickly while meeting strict performance, resilience, and security requirements. 

After evaluating multiple options, the firm selected Workspot on AWS WorkSpaces Core Managed Instances (CMI). The platform now serves as its global standard for trader and employee desktops. 

  

The Challenge 

Trading workflows demand high-performance, always-available desktops during market hours. As the firm expanded globally, traditional desktops became bottlenecks. 

Key challenges: 

  • Rapid global rollout
    New offices needed to be deployed quickly without local IT support 
  • Physical desktop limitations
    Break/fix issues, refresh cycles, and remote access friction slowed operations 
  • Operational risk
    Patching or configuration changes could disrupt critical trading environments 
  • Strict resilience requirements
    High availability and fast recovery were essential for market-hours continuity 
  • Platform limitations in alternatives
    WorkSpaces Personal lacked support for Bloomberg keyboards and required instance sizes, making it unsuitable for trader workloads 

  

The Solution 

The firm deployed Workspot Cloud Desktops on AWS WorkSpaces CMI, delivering persistent Windows 11 trading workstations with enterprise-grade control and resilience. 

Within weeks, IT was able to centrally manage desktops across five global regions from a single console, establishing a repeatable model for global deployment. 

Key capabilities: 

  • Trader-grade performance
    Support for 6–8 monitors and Bloomberg keyboards 
  • Centralized global management
    One console to manage desktops across multiple regions 
  • Operational control
    EC2-like model with right-sizing and flexible capacity handling 
  • Built-in monitoring and analytics
    Real-time visibility into performance and usage 
  • Snapshot rollback
    Rapid recovery to last known good state 
  • Multi-AZ high availability
    Resilient architecture for critical users 

 

Why Workspot 

Workspot + AWS WorkSpaces CMI delivered capabilities that alternatives could not: 

  • Supports trader-specific requirements (Bloomberg keyboard, multi-monitor, high-performance instances) 
  • Solves gaps in native AWS offerings (WorkSpaces Personal limitations) 
  • Built-in operational automation and analytics 
  • Snapshot-based recovery aligned to trading needs 
  • Proven multi-AZ architecture for resilience 

 

Benefits 

  • Faster global expansion
    Deploy new offices quickly without on-site infrastructure 
  • Reduced IT overhead
    Eliminate physical desktop management and support burden 
  • Stronger resilience
    Minimize disruption with rollback and high-availability design 
  • Improved security posture
    Centralized control and auditability with data kept in AWS 
  • Better user experience
    Seamless, high-performance access without VPN-based workflows 

 

The Result 

The firm established a global, repeatable cloud desktop architecture for trading operations, supporting high-performance users across multiple regions. 

By combining Workspot with AWS, the organization can now deploy, manage, and scale trader desktops globally with speed, resilience, and control. 

Learn More

Is cloud-based Desktop as a Service (DaaS) really more expensive than on-premise VDI? The truth may surprise you. With AI-driven optimizations and a consumption-based model, DaaS can dramatically reduce costs while improving flexibility and performance. Discover how Workspot helps businesses optimize cloud spending and eliminate wasted infrastructure.

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