Our approach to investment software development combines financial transactions, market data, and client preferences into a singular, intuitive platform. This integration facilitates managing investment risks, optimizing asset allocation, and enhancing portfolio performance. Tailored investment management software solutions foster informed decision-making, enabling you to navigate market complexities with agility and insight.
Wealth Management Software Development
Embrace the future with wealth management software development services – shaping, enhancing, and streamlining the way you manage finances. Combining user-friendly interfaces with advanced features, we empower you to make smarter, more effective decisions and accelerate your business growth.
Custom-Built Wealth Management Software Solutions
Today's demands for speed, accuracy, and real-time tracking make traditional wealth management practices a thing of the past. Our comprehensive solutions are designed to navigate the complexities of the financial world, providing unparalleled efficiency and security in managing wealth.
Investment Software Development
Asset Management Software Development
In the realm of asset management, custom built asset management solutions serve as a catalyst for efficiency and effectiveness. From asset allocation, seamless data exchange with financial data providers to automated performance tracking, wealth management tools are engineered to minimize manual efforts and maximize investment potential. The integration of cloud services ensures not only the security of your sensitive financial data but also offers scalable infrastructure that adapts to your growing needs.
Investment Portfolio Management Software
Experience unparalleled efficiency and insight with custom-built investment portfolio management software. These powerful tools support wealth management firms in orchestrating asset allocation, monitoring portfolio performance, and streamlining investment management. Optimized for both private wealth management and institutional use, custom platform leverages advanced analytics and investment software development prowess, to ensure your strategies are data-driven and results-focused.
Client Lifecycle Management Software
Forge stronger connections and streamline client interactions with custom client lifecycle wealth management software development. The essential features of wealth management tools are meant to manage the entire client lifecycle and enhance client engagement essential to wealth management services. These tools empower wealth managers to maintain meaningful relationships with clients, provide customized advice, and navigate them through their financial journey with confidence.
Investor Reporting Software
Custom-built investor reporting software delivers comprehensive, detailed reports that clients demand, founded on historical market data. Generate detailed reports that not only showcase performance tracking but also play a pivotal role in managing investment risks and sustaining regulatory compliance. As a wealth management firm, providing transparency and clarity to your clients has never been easier or more effective.
Investor Portals
Investor portals within custom-built wealth management software are gateways for clients to access their investment portfolios with secure access and robust security measures like multi factor authentication. These digital solutions provide real-time updates, reporting tools, and secure data management, reinforcing your firm's commitment to transparency and data protection.
Trading App Development
Step into the future of trading with trading app development services. Our trading platforms are engineered for real-time transactions, with a focus on wealth management development that prioritizes user experience, functionality, and security measures. This translates to a wealth management app that offers reliable, efficient, and secure trading anywhere, anytime.
Investment Accounting Software
The backbone of wealth management services, investment accounting software seamlessly blends financial transactions with comprehensive performance analysis. By automating complex accounting tasks, it reduces manual data entry and potential errors, ensuring that the wealth management market remains accessible and functional for firms of all sizes.
Investment Compliance Monitoring Software
Maintain stringent regulatory compliance with investment compliance monitoring software. Designed for the dynamic financial industry, it supports risk management and compliance across various jurisdictions facing complex regulatory demands. This vital component safeguards your firm by ensuring all activities meet the regulated standards.
RegTech Solutions Development
RegTech solutions development propels regulatory compliance into the digital age. Our approach incorporates cutting-edge artificial intelligence and analytics to monitor investment risks, guarantee compliance, and streamline the reporting process. With AI integrated into wealth management solutions, easily navigate the evolving landscape of regulatory technology.
KYC&AML Software Development
Incorporating advanced algorithms in wealth management software development, it efficiently identifies, verifies, and authenticates customer identities to prevent fraudulent activities. With functionalities that support reliable data collection, risk scoring, and ongoing customer due diligence, our software helps reinforce your defense against financial crimes. Drive trust, build your brand's reputation, and secure long-term success.
We cover all investment and wealth management services
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Wealth Management Software Assessment
Focusing on wealth management software development, we explore opportunities to enhance user experience, operational efficiency, and analytical power through wealth management software. Through our assessment process, we prioritize creating a roadmap for projects that integrate seamlessly with your business model. This strategic approach ensures that investments in tech solutions deliver tangible benefits, driving client satisfaction, regulatory compliance, and competitive advantage.
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Software Architecture Development
The importance of sturdy architectural foundations for your investment and wealth management software cannot be overstated. Our development team architect robust, scalable, and flexible software infrastructure focused on strategic planning. Rely on our architectural development expertise to foster the perfect framework—fuelling your business's growth and profitability.
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Migration To Cloud
Experience seamless data management and easy accessibility with cloud-based wealth management tools. Secure and reliable cloud infrastructure empowers you to access financial data from anywhere, collaborate effectively, and adapt swiftly to changing market dynamics.
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UI/UX Design
Embrace the power of UI/UX design services and transform your wealth management software into a cutting-edge solution with intuitive navigation, responsive layouts, and visually appealing elements.
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Wealth Management Web Development
From initial design to testing and deployment, as a custom web development company, we align every stage of our web development process with your needs and goals. Result-oriented and customer-driven, our solutions aim to deliver a boosted digital presence, increased customer satisfaction, and enhanced business growth. Enhance your digital footprint and connect better with your customers using our wealth management development services.
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Wealth Management App Development
Get the most out of mobile technology to revolutionize wealth management and investment strategies. Our mobile app development services allow you to reach your clients anytime, anywhere, and provide them with seamless access to their wealth management and investment information. With push notifications, real-time updates, and quick access to portfolio data, our wealth management apps are built to offer an unrivaled mobile experience.
Expertise our teams have
Data Warehouse
Cloud/Infrastructure Management
AI-Powered Investor Dashboard Chatbots
Robotic Process Automation
AI-Powered Financial Advisors
AI-Powered Data Analytics
Key features of custom wealth management software we build
Financial Planning and Portfolio Management
Efficiently manage your clients' portfolios across various asset classes. Our finance management app allows for precise tracking, reporting, and analysis, offering a single, cohesive view of your clients' investment holdings and performance. The interactive and dynamic dashboard provides real-time visibility into your clients' investments, giving the power to swiftly adapt to changes and make timely adjustments where necessary.
Goal-Based Investment Planning
Whether you're developing software or a money management app, equip it with a feature that enables goal-based investment planning. We implement budgeting, saving, investing, regular evaluation, and strategy modification to ensure financial success. This helps your clients set specific financial goals and directs investment strategies toward achieving them.
Retirement Planning
Retirement planning is a cornerstone of wealth management services, and wealth management software provides robust tools that make it effortless. With features designed to project income requirements, analyze savings rates, and manage investment risk, our wealth management applications assist advisors in crafting tailored retirement strategies. By integrating wealth management software development best practices, we help ensure that your clients are well-equipped to achieve their long-term retirement goals with confidence and clarity.
Debt Management
Debt management is integral to a solid financial strategy, and our solutions intricately address this need. Custom wealth management development offers advisors and clients sophisticated tools for tracking liabilities, optimizing payment strategies, and reducing overall debt burdens. By incorporating debt management into wealth management software platform offerings, we aim to empower users with the capability to improve their financial health and work towards a debt-free future.
Market News Alerts & Chatbot
Receive alerts for significant events, assisting you to adapt to market changes and execute timely decisions. We integrated AI-powered chatbots into wealth management software that seamlessly deliver real-time market news and data to its users, keeping them aware of the latest trends, stock market movements, commodities prices, and economic developments.
Real-Time Reporting & Analytics
Utilize the strength of live, real-time data to shape your institution's next move. Our software provides an interactive dashboard that delivers actionable insights, comprehensive reports, and real-time market trends, empowering you to make timely, data-backed decisions. Utilizing intelligent analytics, the software unveils critical insights that enable financial advisors to optimize investment strategies, mitigate risks, and capitalize on growth opportunities.
API and Integrations
Fuel your operations with technology that's not just advanced but is also deeply integrated. API integration provides the critical link between your wealth management software and other systems. It fosters smooth communication and efficient data exchange, empowering informed decisions and optimized operations. What you get is incredible control and flexibility over your platform, thus enabling a reduction in complexities and a boost in performance.
Asset Allocation
Step into a new era of financial management with wealth management software designed specifically to elevate your asset allocation strategy. It allows for adjusting the portfolio according to risk tolerance, financial objectives, and market situation, thus ensuring balanced growth. With our software, the once complicated task of balancing risk and reward is elegantly streamlined, allowing for strategic decision-making and optimization of returns.
Account Aggregation
Account aggregation features facilitate a consolidated view of your clients' financial information across multiple accounts and institutions within a single wealth management platform. Leveraging advanced wealth management technology solutions, clients and advisors can streamline their financial overview and enjoy a comprehensive picture of assets, investments, and liabilities. This enables informed decision-making and personalized strategy development, critical benefits in the context of wealth management.
Micro Investments
Micro investments have opened the world of investing to broader audiences, and wealth management software harnesses this potential by providing accessible and user-friendly micro-investment solutions. Our wealth management apps make it easy for users to regularly invest small amounts, which can accumulate over time, making investment opportunities more democratic and aligned with modern financial behaviors. With a focus on wealth management development, we help bridge the gap for novice investors looking to grow their wealth incrementally.
Tax Planning and Management
Embrace the future of tax planning and compliance with wealth management software's automation capabilities. By automating tax calculations, managing deductions, applying credits, and ensuring compliance with ever-changing tax laws, our platform empowers you to provide seamless tax management and planning services for your clients. Leveraging advanced technology, our wealth management software facilitates real-time data analysis, which equips your tax professionals with the insights needed to develop optimal tax strategies.
Forecasting & Scenario Analysis
Leverage the power of predictive analytics for forecasting market trends and performing scenario analysis. By simulating various market situations and financial conditions, you can evaluate potential outcomes and devise contingency plans. This feature facilitates insightful planning, helping to ensure the optimal performance of your clients' portfolios under different market conditions.
Benchmarking
Monitor and analyze investment performance against industry benchmarks. Our wealth management software's benchmarking feature enables your institution to track performance metrics over time, measure them against industry or custom benchmarks, and identify gaps and opportunities. Whether benchmarking portfolio returns, risk profiles, or operational efficiency, the platform offers the insights necessary to strategize, act, and optimize results.
Data Security
In the face of ever-evolving cyber threats and stringent regulatory requirements, we embed robust security measures and compliance protocols into wealth management tools and investment management software solutions. With features like multi factor authentication and encryption, you can assure your clients that their sensitive data is in safe hands. With instant alerts, you have the power to act swiftly, mitigating risks and ensuring continuous protection.
Investment companies we serve
With a profound understanding of the wealth management software market, we offer customized services across various sectors. In each engagement, we emphasize co-creating with our clients to deliver wealth management software platforms and solutions that not only meet the current demands of the market but also follow and shape future trends.
Brokerage Companies
Brokerage firms benefit significantly from wealth management solutions, enhancing their trading platforms and client service capabilities. Our advanced systems provide seamless data management, real-time transactions, and secure client portals, equipping brokers to compete effectively in today's dynamic market.
Investment Advisory Companies
For investment advisors, providing personalized and strategic advice is paramount. Custom-built wealth management software, including sophisticated wealth management apps and analytics tools, empower advisors to tailor their services to individual client objectives, improving decision-making and client satisfaction.
Asset Management Companies
Custom wealth management software is designed to support asset managers in optimizing portfolio performance through advanced analytics and asset allocation strategies. With custom wealth management software development, asset managers can streamline operations, manage risks, and achieve superior market insights.
Investment Management Companies
We provide investment management companies with comprehensive wealth management applications that offer robust functionality for portfolio management, risk assessment, and compliance monitoring. Custom-built wealth management tools are designed to enhance investment strategies while ensuring regulatory adherence and operational efficiency.
Wealth Management Advisors and Investment Consultants
Wealth management advisors rely on wealth management platforms and advisory tools to manage client portfolios effectively. Our custom or white-label technology facilitates enhanced client engagement, personalized service delivery, and strategic advisory, strengthening client-advisor relationships.
Digital Investment Companies
For digital-first firms, wealth management tools are a way to revolutionize investment experiences. From wealth management web development to mobile apps, we harness technology to provide accessible, user-friendly, and efficient investment solutions.
WealthTech Startups
Innovative WealthTech startups find a strategic partner in us for wealth management development. We build scalable wealth management tools, enabling startups to rapidly launch and expand their offerings.
Benefits of custom built wealth management software
Improved customer engagement
Personalized wealth management
Suits new generation of investors
Improved transparency and reporting
Increased operational and cost-efficiency
Integrations we build
Morningstar
Blackrock
Right Capital
New Retirement
ProcessMaker
Addepar
MoneyGuide
Ring Stone
Advisor360
Jotform
Morningstar
Blackrock
Right Capital
New Retirement
ProcessMaker
Addepar
MoneyGuide
Ring Stone
Advisor360
Jotform
Our wealth management software development process
Discovery and Requirements Gathering
At the start of our journey, we dive deep into analyzing your business processes and needs. We initiate a discovery call to understand your unique business requirements, goals, main pains, and expectations. Through collaborative discussions and detailed analysis, we gather all the necessary information to lay a foundation for the project, including project estimations, required resources, and a step-by-step roadmap.
Research and Vision Defining
By infusing knowledge from deep-rooted research into our work, we ensure a robust foundation for your software solution. Our team works closely with you to define the vision for your software, concentrating not only on current business requirements but also on anticipated future needs. This research-based approach incorporates technological advancements, industry best practices, and your business goals for successful project implementation.
Design and Prototyping
Transforming our vision into reality, we build intuitive and interactive prototypes for your software. As the next step, we work on wireframes and mockups, providing you with the opportunity to visualize your software platform's look and feel. We ensure our designs focus on an intuitive user interface and experience, taking your feedback into account and iterating on the design to meet your expectations.
Development
At this step, our development team transforms the design concepts into a tangible reality. Following an agile methodology, we break down the project into smaller sprint cycles. Throughout the process, we adhere to industry best practices, use robust technology stacks, and maintain coding standards to ensure clean, efficient, and easily maintainable code. We blend our technology expertise with your business needs, paving the way for an efficient and effective software solution.
Testing and Deployment
We put the wealth management software through rigorous testing using various techniques, including functional, performance, and security testing, to ensure the solution is high quality, free of bugs, and resistant to hacks. After a comprehensive quality check on functionality, usability, and performance, the software is deployed in your environment, ensuring a seamless transition to your upgraded system.
Maintenance and Ongoing Support
Our partnership doesn't end at the software deployment. We continue to provide robust ongoing support and manage necessary enhancements to ensure your software is always up-to-date. Our maintenance services cover regular system checks, timely updates, upgrades, and immediate troubleshooting to keep your operations running smoothly.
Engagement models
So, why choose ElifTech?
Let’s TalkFintech expertise that sets us apart
We understand that financial institutions have distinct needs, and we excel in delivering solutions that suit the fintech requirements of your business. We stay ahead of the curve by monitoring emerging trends and technologies in the fintech space. Our team is committed to providing innovative solutions that adapt to the constantly evolving financial world, ensuring you remain competitive.
Full-cycle development process
From ideation and design to implementation and support, we guide you through the entire process of wealth management app and investment management software development, ensuring smooth milestones and successful outcomes at every iteration.
Custom fintech solutions
At ElifTech, we understand that each business has unique challenges and opportunities. Our approach is to design and deliver smart, advanced technology solutions that align with your business objectives, enhancing productivity and growth.
Advanced technologies
We always stay at the forefront of new advancements and innovation. Using advanced technologies such as AI, machine learning, and blockchain, we develop wealth management software that ensures maximum accuracy, efficiency, and wealth management customers satisfaction.
Data-driven approach
We harness advanced data analytics and emerging technology to provide actionable insights that enhance decision-making and strategy development. Our data-driven methodology helps you make efficient and effective business decisions.
Unwavering support
Our client-focused approach ensures we're with you every step of the way. Our dedicated support team is available round the clock, providing paramount assistance and guidance, ensuring your company gets the most out of our fintech solutions.
Technology stack
Backend Tech
Frontend Tech
Mobile Tech
Infrastructure
Databases
Our case studies
Clients’ Testimonials
ElifTech has delivered satisfying code quickly to innovate the platform and enable the continued expansion of the team’s responsibilities.
David Rochol
CTO of Recreogo
They’ve brought new ideas and technology to the company, which has allowed us to grow. The success of this engagement is evident by the increased customer base and monetary management.
Neil Steinhardt
President of ClassWallet
Especially in the discovery phase, they had a knack for understanding what we want to do. They had an ability to show what they were going to do very early on.
Michael Ahlburg Tybring
Partner at Atrium Partners
Eliftech has been an amazing partner for our Beta Accelerator program since the beginning of our relationship. Their commitment to our start-ups and their founders is phenomenal. We continuously get positive feedback from our founders about their relationship with Eliftech.
Cihan Behlivan
Entrepreneur in residence Beta Cohort, (Minneapolis, USA)
Their communication and project management were unbelievable
Marissa Wallis
Co-Founder & Creative Director, Namely Сo
We have review calls often and have worked closely together - this is what made the project so effective
Elias Schlatter
Co-Founder, Max Academy
They exceed our expectations, and I’m grateful to have the opportunity to work with them
Laura Owen
President & CEO, HealthyID
They deliver on time and according to specification. It’s good-quality work
Magnus Ohlin
Co-Founder & CPO Media Tool World
FAQ
Who can benefit from wealth management software?
Wealth management software is designed to benefit a wide range of users. By automating complex processes and providing real-time insights into market conditions, wealth management services software enhances the ability of professionals to offer strategic advisory services and make informed decisions.
Financial Advisors: The software can simplify portfolio management and significantly reduce the time spent on data analysis, thus making their daily operations more efficient.
Banks and Financial Institutions: These establishments can utilize the software to not only manage their clients' assets but also to streamline their internal operations when it comes to managing enormous volumes of financial data, financial data analysis, or investment trends.
Investment Managers, Asset & Wealth Managers: Investment management software assists with risk management and financial planning and makes it easier to keep track of investments.
Individual Investors: It aids investors in keeping track of their financial portfolio, portfolio reporting, understanding investment scenarios, operational support, and making informed decisions about their assets.
Fintech Startups: These companies can leverage the technology to innovate and offer new solutions in financial services that traditional banks and financial institutions may not have adopted yet.
This list is not exhaustive, and in reality, wealth managers and asset managers involved in investment operations, investment calculations, and investment portfolio management can benefit from wealth management software or a wealth management app developed by a wealth management software development company.
How much does it typically cost to create investment software?
Investment solutions development costs can vary widely depending on several factors, such as the software architecture, functionality required, third-party integrations, etc. Estimated costs can start as low as $30,000 and increase depending on the custom development required for your business. However, these are only general estimates. We encourage you to contact us directly so we can better understand your specific needs and provide a more accurate cost estimate.
What is the timeframe for developing investment software?
The timeline for an investment solution development project can vary significantly depending on the project's scope and complexity. A simple solution could be developed in as little as a couple of months, while a more sophisticated platform with extensive features could take six months to a year or even longer. However, these are generalized timeframes, each project has its unique timeline due to the varied needs of different clients. For a more accurate estimate, contact our team with more details about your project.