Wealth & Investment Software Development Services

From the first handshake to a fully funded portfolio in hours, without losing the personal touch.

For CIOs, COOs, and Heads of Client Experience, onboarding is where client relationships are won or lost. Yet too often it’s where momentum dies. Data is requested twice. Compliance checks run in sequence instead of parallel. Advisors switch between CRM systems, document repositories, and compliance portals, re-entering the same information. High-net-worth clients see a process that feels bureaucratic. Younger clients see an experience that feels slower than their banking app. In both cases, time kills confidence.

What we deliver:

• Unified Onboarding Flow. One secure journey for the client and advisor — identity verification, AML/KYC, suitability, and account creation without jumping systems.
• Accelerator boost: orchestrates checks in parallel, pulling from internal and third-party sources to cut onboarding time from weeks to hours.
• Hybrid-Friendly Experience. Supports both fully digital and advisor-assisted onboarding. In-person meetings sync instantly to the same digital record, so nothing is lost in translation.
• Digital Document Capture. Secure uploads, automated data extraction, and digital signatures embedded in the flow. No separate email chains, no misplaced attachments.
• Adaptive Client Profiling. Risk appetite, investment goals, and service preferences are captured once and updated automatically as behaviours change. Profiles feed directly into portfolio construction and engagement engines.

You turn onboarding into a competitive advantage: faster time to funded accounts, fewer compliance gaps, and a seamless bridge between digital and personal service. Clients start the relationship feeling understood and in motion. Advisors keep their focus on advice, not admin. And with the AI Solution Accelerator™, the entire journey is optimised, monitored, and improved release after release.

Wealth and investment teams face a constant drag of manual steps, duplicate entry, and sequential checks. Onboarding slows, reconciliations take too long, and product launches stall. Advisors lose time on admin instead of clients, while operations leaders need speed without losing control or audit readiness.

We deliver an automation layer that combines policy-driven rules, AI models, and event-driven orchestration, built for the precision, compliance, and trust that algorithmic trading software development demands.

• Automation Intelligence Layer. Rules and ML models score risk, priority, and intent to route cases, escalate exceptions, and generate advisor-ready insights with full citations.
• End-to-End Orchestration. BPMN workflows integrate CRM, PMS, OMS, compliance tools, and custodians, with RPA bots handling repetitive tasks and exception queues prioritised by client impact.
• Reconciliation & Variance Resolution. Positions, cash, cost basis, and fees are auto-matched across sources; variance explainers surface root causes and propose fixes in-flow.
• Self-Healing & Continuous Optimization. Automatic recovery, KPI telemetry, and controlled A/B experiments drive ongoing efficiency gains without disrupting live operations.
• Compliance-Grade Security. Role-based controls, field-level encryption, immutable logs, and audit-ready evidence packs aligned with ISO and regulatory standards.

Your advisors reclaim hours for relationships, operations deliver with precision, and your brand earns trust through consistent execution at scale.

Decisions made with clarity, confidence, and speed — every time.

Advisors are expected to deliver tailored recommendations in real time, but the data they need is scattered or stale. Market conditions can shift in minutes, yet many teams still rely on static end-of-day reports. CIOs see the potential for AI and advanced analytics but hesitate over integration complexity. Clients, especially HNW, want clear, timely, and jargon-free explanations linking market events to portfolio impact.

We build an analytics layer that turns fragmented data into a real-time, explainable decision engine — seamlessly embedded in your existing systems.

• Real-Time Portfolio Intelligence. Unified streaming of market data, portfolio positions, and client objectives, delivering live P&L, risk metrics, and drift alerts without overnight waits.
• Opportunity Modelling. Machine learning scans for concentration risks, liquidity squeezes, and correlation breakdowns, while surfacing opportunity signals aligned with client mandates.
• Goal Alignment. Stress tests, Monte Carlo simulations, and macroeconomic shock models connect directly to client goals, showing the impact of actions in numbers and plain language.
• Client Explainability. Embedded dashboards present next-best actions for advisors, while auto-generated, client-ready narratives link market conditions to recommendations, reinforcing trust.
• Integrated & Governed Analytics. Direct OMS, PMS, and CRM integrations push insights into execution; continuous monitoring and audit trails maintain compliance and model integrity.

Your advisors operate with an insight advantage, your CIO sees analytics embedded into daily workflows, and clients experience advice that’s proactive, transparent, and grounded in data.

Give advisors one cockpit, raise advice quality, and move faster every day.

Advisors lose hours switching between CRM, PMS, research, and compliance systems. Meeting prep stretches, follow-ups lag, and generic models fill gaps where tailored synthesis should be. HNW clients want context-rich guidance with a clear rationale. Younger investors expect instant clarity and mobility. Leadership needs scale without one-for-one hiring.

We deliver a unified workspace powered by AI and deep integrations — enabling faster prep, sharper advice, and consistent execution.

• Unified Advisor Desktop. Holdings, household view, tasks, pipeline, documents, and communications in one secure workspace, backed by clean identity resolution across custodians and accounts.
• AI-Driven Prep & Follow-up. GenAI retrieves and synthesizes research, client history, and market data to produce briefs, agendas, follow-ups, and drafts, with human oversight and full source traceability.
• Next Best Action Engine. Combines risk, goals, life events, and market context into a prioritized action list with clear business and client impact.
• Integrated Proposals & Communications. Auto-assembled proposals with suitability checks, encrypted messaging, video, and eSign — all fully compliant and audit-ready.
• Governed Mobile Access. Full advisor functionality on mobile with offline sync, role-based access controls, field-level encryption, and ISO-aligned security embedded in every workflow.

Advisors spend more time advising, client conversations gain depth and precision, and leadership sees higher revenue per advisor with stronger retention across the book.

Every client touchpoint — digital or in-person — in one seamless experience.

HNW clients expect personal service and the reassurance of face-to-face interaction, while younger generations demand mobile-first, self-service convenience. Most wealth platforms deliver one or the other, leading to fragmented engagement, inconsistent advice, and repetitive work for advisors. Without a unified view, every conversation starts from zero.

We create an integrated engagement hub where digital speed and personal trust coexist, fully connected to your operational systems and client data.

• Unified Digital Hub. A single secure portal for portfolio tracking, document sharing, goal progress, and secure messaging, live-synced via PMS, CRM, and market data integrations.
• Hybrid Interaction Sync. In-person meetings and digital check-ins log into the same client record, enabling immediate, context-rich follow-ups.
• Dynamic Personalisation. Client dashboards adapt to investment strategy, life stage, and engagement style, from high-level snapshots to transaction-level detail.
• Intelligent Event Triggers. AI monitors market and client data to prompt timely outreach when portfolios, liquidity, or life events hit key thresholds.
• Embedded Collaboration Tools. Encrypted chat, video conferencing, and real-time co-viewing with full compliance trails, removing the need for third-party apps.

Your investment platform software delivers the intimacy of private banking with the speed and transparency of modern fintech — every interaction consistent, informed, and built to strengthen trust.

Execute with certainty.

Operating across multiple custodians means juggling different file formats, APIs, cutoffs, and service windows. Advisors chase statuses, operations rekey trades, and breaks creep into the books while markets shift. Each new custodian adds cost, complexity, and risk.

We deliver a unified connectivity and automation layer that standardizes every custodian link, accelerates the trade lifecycle, and maintains precision under market pressure.

• Custodian Connector Library. Prebuilt adapters for leading custodians via FIX, SFTP, REST, and batch feeds, complete with schema mapping, retries, and circuit breakers.
• Smart Order Gateway. Routes orders by asset class, venue, and cutoff, applying price guards and pre-trade policy checks before submission.
• Automated Settlement & Break Handling. T+1-ready matching across statements, positions, and blotters, with root-cause hints for any discrepancies.
• Corporate Actions Automation. Golden-source alignment, smart defaults, and advisor-reviewed exceptions for entitlements, options, and elections.
• Liquidity & Control Framework. Automated cash sweeps, collateral calls, and rebalancing policies, with consistent role-based permissions and approvals.

You gain faster funding, cleaner books, and a trade machine that scales with each new custodian while preserving control and confidence at every step.

Your operations without the drag.

In wealth and investment firms, inefficiency drains budgets and erodes trust. Manual re-keying of onboarding data, sequential compliance checks, and spreadsheet-built reports slow every process. Scaling often means hiring instead of innovating. CIOs juggle fragmented tools with weak integration. Compliance leaders see risk hidden in inconsistent manual steps. Clients feel the delays, and doubt follows.

We design an automation framework that unifies workflows, eliminates waste, and preserves compliance at scale.

• End-to-End Process Mapping. The AI Solution Accelerator™ captures live telemetry to reveal cycle times, choke points, and hidden exception paths.
• Event-Driven Workflow Orchestration. Client onboarding, trade execution, and reporting advance in parallel streams, cutting days into minutes.
• Straight-Through Processing. Trades pass compliance, clearing, and confirmation automatically, with manual review only for flagged exceptions.
• Intelligent Document Processing. OCR and NLP extract and validate data from KYC forms, mandates, and records, surfacing errors instantly.
• Integration Across the Stack. APIs and message buses connect CRM, PMS, OMS, compliance tools, and client portals into a single operational flow. Clients feel momentum at the very first interaction. With the AI Solution Accelerator™, efficiency gains become repeatable and compounding each quarter.

Your company onboards faster, moves capital sooner, and delivers a consistently smooth client experience, without adding headcount.

Turn taxes into alpha, guide every trade with purpose.

Advisors wrestle with shifting markets, client mandates, and after-tax goals — all while keeping multiple custodians, wrappers, and accounts aligned. Opportunities for harvesting slip away, wash-sale rules threaten returns, and manual rebalancing eats into time for client conversations. CIOs want a repeatable, policy-driven engine that makes each move defensible and measurable.

We deliver a rebalancing platform that turns tax sensitivity into a competitive advantage and ensures every portfolio shift serves a clear objective.

• Household-Level Optimization. One engine manages all accounts, wrappers, and rules, balancing drift bands, cash needs, and asset location preferences in a unified policy layer.
• Automated Tax-Loss Harvesting. AI identifies and executes lot-level opportunities while respecting correlation, mandates, and holding periods.
• Cost-Aware Trade Planning. Optimization weighs spreads, fees, market impact, and taxes together, producing trade lists that reflect true cost and value.
• Compliance and Guardrails. Pre-trade checks prevent wash-sale violations and policy breaches, with post-trade surveillance for full audit trails.
• Advisor-Ready Explainability. Every trade is paired with a plain-language narrative showing after-tax impact, risk shifts, and alignment with client goals.

Your firm delivers disciplined, tax-smart rebalancing at scale, enhancing after-tax returns while keeping portfolios aligned with each client’s wealth story.