Industries
Investment & Broker Platforms
Wealth management, portfolio tools and investor portals
Investment platforms for wealth managers, brokers and asset managers — portfolio management, investor portals, document management and compliance.
We build software that combines advisor productivity, investor experience and regulatory rigour.
WHY US
Wealth management software fails when advisors spend more time on admin than advice. We engineer the platform to fix that.
Every project ships with advisor desktop, investor portal, portfolio tools, document management and compliance workflows.
WHAT WE BUILD
What we build for this industry
Advisor desktop
Client 360, portfolio view, rebalancing, model portfolios and proposal generation.
Investor portal & mobile app
Client view of portfolios, statements, documents and secure messaging.
Portfolio & reporting
Performance, attribution, fees and tax reporting with white-label PDF generation.
Document & e-signature
Client document vault with DocuSign / Adobe Sign integration.
Compliance & KYC
KYC, suitability, conflict of interest and regulator-ready audit logs.
Custodian integration
Connect to custodians, fund administrators and market-data providers.
WEB PLATFORM & DASHBOARD
Web platform & dashboard features
Operations dashboard
Single pane of glass for every entity, status and exception — built for managers, not engineers.
Role-based access and permissions
Granular roles across regions, branches and teams with full audit history per record.
Reports and analytics
Live KPIs, exportable reports, drill-downs and BI-ready data warehouse.
Document and contract management
Upload, version, e-sign and retain documents with policy-based retention.
Configurable workflows
Business owners change rules, approvals and thresholds without engineering tickets.
Multi-language admin panel
EN, SQ, IT, DE out of the box — add languages without redeploy.
MOBILE APPLICATIONS
Mobile application features
Native iOS and Android apps
Field, customer and operator apps with the same backend, written in Kotlin/Swift or React Native.
Offline-first sync
Conflict-resolving sync engine for warehouses, terrain teams and patchy networks.
Push and in-app notifications
High-priority alerts with deep links and quick actions from the lock screen.
Biometric and SSO sign-in
Face ID, Touch ID, Azure AD, Okta and Google SSO with step-up authentication.
In-app payments
Apple Pay, Google Pay, card and local payment methods with PCI-DSS-aware design.
Multi-language UI
Locale-aware interface, currency and formatting per user.
CRM, ERP & AUTOMATION
CRM, ERP & automation
Customer database with segmentation
360° customer profile, segmentation, lifecycle stages and consent management.
Workflow automation
Trigger-based automation for approvals, reminders, onboarding and lifecycle events.
Email and SMS automation
Drip campaigns, transactional templates, SMS reminders and A/B-testable journeys.
Sales pipeline and CRM
Lead capture, scoring, assignment and pipeline tracking integrated with operations.
Invoice and billing automation
Recurring billing, dunning, multi-currency invoicing and tax reporting.
Custom reporting
Drag-and-drop report builder, scheduled exports and BI integrations.
BACKEND, APIs & INTEGRATIONS
Backend, APIs & integrations
REST and GraphQL APIs
Stable, versioned APIs with OpenAPI/GraphQL schema, rate limiting and SDKs.
Stripe / Adyen / local PSPs
Card, wallet, BNPL, recurring and payouts with reconciliation.
Twilio / SignalWire / Vonage
SMS, voice and masked calling for operations and customer contact.
SendGrid / Postmark / Mailgun
Transactional email, deliverability monitoring and inbound parsing.
SSO and Identity Providers
Azure AD, Okta, Google Workspace, Auth0 with SCIM provisioning.
Webhook system
Outbound and inbound webhooks with retries, signing and event log.
CLOUD & INFRASTRUCTURE
Cloud infrastructure & hosting
- AWS, Azure or Google Cloud deployment with multi-region failover
- Kubernetes (EKS / AKS / GKE) orchestration with autoscaling
- Managed databases with daily backups and point-in-time recovery
- CDN with edge caching and DDoS protection
- Observability with traces, logs, metrics and SLO alerting
- 99.9% uptime SLA with active-active deployment available
SECURITY
Security
- GDPR-compliant data handling with consent and right-to-erasure
- Role-based access control with audit trail per record
- End-to-end encryption for sensitive channels
- Two-factor authentication and device binding
- OWASP Top 10 review and dependency scanning
- Annual external penetration test and remediation cycle
SCALABILITY
Scalability
- Horizontal scaling from one to millions of records
- Multi-tenant or single-tenant deployment options
- Region-sharded data stores for latency and residency
- Independent scaling of customer, ops and partner APIs
- Cost-aware autoscaling tuned to traffic patterns
- Disaster recovery with documented RPO and RTO
TECHNOLOGY STACK
Technology stack
Web platform
ReactNext.jsTypeScriptTailwindCSS
Mobile applications
React NativeSwiftKotlinExpo
Backend & APIs
FastAPINode.jsGoRESTGraphQLWebSockets
Databases
PostgreSQLMongoDBRedisElasticsearch
Cloud & infrastructure
AWSAzureGCPDockerKubernetesTerraform
BUSINESS USE CASES
Business use cases
Independent advisors (RIA)
Client and portfolio management for independent registered investment advisors.
Wealth managers and family offices
Multi-entity, multi-currency portfolio management for HNW clients.
Asset managers
Distribution platforms for fund managers with investor portals and reporting.
Robo-advisors
Customer onboarding, model portfolios and automated rebalancing.
FAQ
Frequently asked questions
Custodian integration?
Yes. We integrate with major custodians for portfolio data, trades and statements.
Multi-currency portfolios?
Yes. Multi-currency accounting, FX and consolidated reporting in the base currency.
MiFID II compliance?
Yes. Suitability, appropriateness, target market and ex-ante cost disclosure are built in.
White-label for IFAs?
Yes. Distribute the platform to IFAs under their branding with central administration.
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