Wealth management software services

Challenge: Managing assets across public and private markets means juggling multiple systems that don’t natively talk to each other. Getting a clean view of portfolio performance requires manual reconciliation every cycle.

Solution: Unified asset management platforms that handle public market investments (equities, bonds, ETFs, mutual funds) and private market assets, including commitment tracking, capital calls, and distribution waterfalls for private equity, venture, and real estate funds. Your team gets a single dashboard with real-time financial data, allocation views, and risk management metrics across all asset classes.

What we offer:

• Public market portfolio management software with live pricing, benchmarking, and performance attribution
• Private market modules covering capital call schedules, commitment tracking, distribution, and investor reporting
• Portfolio rebalancing engines that automatically align portfolios with target allocations and investment strategies
• Tax-loss harvesting tools that automatically surface optimization opportunities
• Custom reporting for institutional clients, family offices, and individual investors

Challenge: Most clients want personalized financial advice, but cannot afford or do not need a full-service financial advisor. Advisors, meanwhile, spend too much time on routine portfolio maintenance that could run automatically.

Solution: Robo-advisory platforms and automated savings technology that handle portfolio construction, risk profiling, and financial goals tracking without manual effort. The same infrastructure can power a fully automated direct-to-consumer product or a hybrid model in which automation handles routine work and advisors focus on complex client needs. Think Revolut-style savings vaults and automated investing, tailored to your product strategy.

What we offer:

• Risk profiling and investor questionnaire flows
• Rules-based and algorithm-driven portfolio construction
• Goal-based investing modules (retirement, house purchase, education funds)
• Automated savings features: round-ups, recurring deposits, savings vaults
• Threshold-based rebalancing and drift alerts
• Performance dashboards for end clients

Challenge: Clients increasingly expect one app to handle their entire financial life, not just investing but spending, savings, and transfers too. Competing with the experience that products like Revolut have set as the new baseline is very hard on legacy infrastructure.

Solution: Neo-banking features and card management capabilities that layer on top of your existing wealth management platform or launch as a standalone fintech product. From card issuance to full transaction management, we build the infrastructure that turns a wealth management app into a complete financial services platform.

What we offer:

• Virtual and physical card issuance (Visa/Mastercard via BIN sponsorship)
• Transaction management: real-time notifications, spend categorization, recurring transaction detection, refund management, and dispute workflows
• Multi-currency accounts and FX conversion
• Spending limits, controls, and freeze/unfreeze functionality
• Savings accounts with interest tiers or savings goals linked to investment accounts
• Card reward programs and cashback logic

Challenge: A wealth management system that cannot connect to where clients actually hold their money has limited value. Clients want to see their full financial picture, not just the assets you manage. They want transfers to be instant, not a three-day manual process.

Solution: We build native integrations with banks and payment providers, both domestic and international, so your platform connects directly to your clients’ existing accounts. This covers open banking API connections, real-time balance and transaction feeds, and instant transfer flows.

What we offer:

• Open banking integrations with domestic banks (including Monobank and Privatbank for Ukrainian market clients)
• International bank connections via open banking APIs (PSD2-compliant for European banks, Plaid/MX for US)
• Real-time account balance and transaction feed aggregation
• Instant transfer and payment initiation from within the platform
• Multi-bank account linking for a unified client financial view
• SWIFT and SEPA payment support for cross-border transactions

Challenge: Clients do not just want numbers. They want to know what their numbers mean. Standard PDF statements rarely answer the questions clients actually ask: Am I on track? What happens to my investment portfolio if markets drop 20%? Where is my money going?

Solution: Client-facing portals and reporting tools that turn raw financial data into clear, interactive stories. Advisors get analytics that surface opportunities and risks. Clients get the transparency that builds trust, and that is one of the real benefits of well-executed wealth management software.

What we offer:

• Interactive and real-time client portals featuring portfolio performance, allocations, and goal tracking capabilities
• Scenario modeling tools (stress tests, inflation scenarios, and drawdown simulations)
• Individual reporting for fund managers and family offices
• Advisor dashboards and AUM overviews/inactivity notices and rebalancing queues
• Automated quarterly review and regulatory filing, tailored for faster report generation

Challenge: KYC, AML monitoring, audit trails, GDPR data handling, and FINRA and SEC reporting are non-negotiable. Done manually, they eat up enormous resources and leave room for costly errors.

Solution: We automate compliance workflows end to end, so your team spends less time on checks and more time on clients. For more on the regulatory landscape, see our overview of regtech in finance.

What we offer:

• Automated KYC and identity verification flows (including document scanning and liveness checks)
• Real-time AML transaction monitoring with configurable rule sets
• Full audit trail logging and tamper-evident record storage
• GDPR-compliant data handling and consent management
• Automated regulatory reporting (FINRA, SEC, MiFID II, and others)