ScienceSoft Global
Investment Software Development Services
In investment IT since 2005, ScienceSoft engineers secure and compliant software solutions that help investment companies improve operational efficiency, elevate investor experience, and minimize risks.
Investment software development is a way to create proprietary software solutions that address the common drawbacks of ready-made tools, such as generic, rigid functionality, restricted integrations, non-compliance with local regulations, and limited control over user experience.
ScienceSoft's clients get custom investment solutions that offer tailored, compliant automation features, deliver context-relevant analytical insights, and provide a secure, scalable technological framework for consistent digital growth and long-term operational resilience.
Investment Software ScienceSoft Specializes In
From multi-functional systems to specialized tools that automate particular operations â our team can assist in designing and building software of any complexity to meet your unique needs. Examples of investment solutions we create include:
Centralized management of investor relationships, multi-asset portfolios, and multi-brokerage trade activities. Automated investment research, portfolio construction, trade execution, risk control, and reporting, which translates into higher servicing team productivity and quicker workflows.
Automation of the companyâs portfolio modeling, monitoring, and performance reporting workflows, which brings improvement in operational speed and efficiency. Advanced analytics to accurately forecast investment performance and risks and plan optimal portfolio rebalancing steps.
Automated aggregation and structuring of asset fundamentals, technical indicators, and alternative datasets across internal and external sources. This streamlines asset screening, accelerates research workflows, and drives improvements in research teamsâ capacity.
Faster capital deployment, enhanced ordering capacity, and lower operational costs due to automation of routine buy-side tasks across the trade order lifecycle, from multi-asset order entry and pre-trade compliance checks to execution control to post-trade settlement and reconciliation.
Algorithmic and AI-supported best execution of trading orders across multiple asset classes, market, and venues, with high-touch handling for complex trades. Integration with brokers and venues to speed up routing and execution and perform comprehensive post-trade analytics.
Eliminated manual routines across operations like valuations, IBOR keeping, billing, payouts, and financial reporting to free the fund managersâ time for high-value tasks. Support for all required accounting methods to accurately recognize income from company-specific types of investments.
Centralized collection, storage, and processing of financial data, including portfolio, transactional, and market data from diverse sources. This ensures access to accurate, real-time data feeds for investment research, decision-making, compliance, reporting, and risk management.
Automated calculation, diagnostics, forecasting, and reporting of chosen metrics across investing, finance, investor experience, and risk management areas. Real-time visibility into area-specific KPIs with aggregated views and slice-and-dice options for multi-dimensional visualization.
Investment compliance monitoring software
Real-time monitoring of the investment management operationsâ compliance with the company's internal policies and required regulations, including local frameworks. This prevents misconduct and fiduciary duty violations, minimizing the risk of penalties for regulatory non-compliance.
Facilitated collaborative management of investor data and relationships and full visibility of investor interactions. Automated KYC/KYB and AML/OFAC verification for new investors to prevent unauthorized access to investment fund management services.
Streamlined generation and distribution of investor reports thanks to robotic process automation (RPA). This allows investment firms to timely meet their reporting obligations and keep investors up to date on the performance of their assets.
Transfer agency software
Automated shareholder recordkeeping, account balance tracking, dividend distribution, and reporting to streamline investment fundsâ operations and ensure investors receive their due interest and dividend payments in a timely manner.
Digital self-service options for investors, including self-registration, account management, investment order management, live communication with investment professionals, and more. Secure access to real-time portfolio performance information and reports.
Providing investors with a convenient and secure way to manage trading transactions with no intermediary services. AI-supported guidance on the optimal investment strategies to increase platform value for end users and spur revenue growth.
Web and mobile apps for retail investors enabling 24/7 secure investment and trading operations across multiple asset classes, including alternative assets: real estate, renewable energy, crypto assets (crypto securities, NFTs), and more.
Algorithm-based and AI-supported portfolio creation and personalized investment recommendations based on investor risk profiles and financial goals. Real-time holdings monitoring and portfolio auto-rebalancing for maximized profitability.
Real-time natural language assistance for investment employees and investors across data search and processing, investment planning, portfolio management and optimization, trading, document generation, and investor communication tasks.
Tamper-resistant, fully traceable recordkeeping of investment transactions on the blockchain. Automation of multi-step investment workflows using smart contracts. Asset tokenization to enhance asset liquidity and assess a larger investor base.
Agentic AI as a Value Booster for Custom Investment Solutions
With 36 years of AI expertise, ScienceSoft has been among the pioneers in applying agentic AI to advance traditional investment tools. See how our LangChain-based Investment AI Agent, integrated with a classic research toolset, helps establish up to 80% more efficient data intake, analytics, and decision-making workflows through intelligent, autonomous automation.
Get the Critical Investment Software Aspects Covered
You get an investment solution with flawless logic that functions as intended, adheres to legal frameworks, and is protected against exploits.
You obtain investment software with scalable, flexible architecture, able to grow in line with your business needs for 10+ years without inflating TCO.
Your solution will provide secure, low-latency integrations with all necessary systems, including legacy corporate tools and innovative fintech services.
Your investment teams and customers will enjoy frictionless experiences with the software and get quick access to the required data and tools.
Your investment app and IT infrastructure will be defended against known and emerging threats, including cyber dangers enabled by generative AI.
Your solution will guarantee adherence to SEC, GLBA, FINRA, AML/CFT, SOX, NYDFS, GDPR, CMA, SOC 1/2, and other necessary regulations.
Investment Companies We Serve
Let Us Meet You Where You Are
ScienceSoftâs investment software development services are tailored to our clientsâ needs. We are ready to offer:
Investment software consulting
We design a feature set, architecture, UX and UI, and tech stack for your solution and advice on security and compliance. For software product companies, we additionally conduct target audience and competitor analysis and shape a USP. You get a project roadmap with cost and time estimates and pragmatic risk mitigation steps.
Investment software development
Having principal architects, engineers, BAs, PMs, testers, and data science professionals on board, we can cover all aspects of investment software creation and take over your project at any implementation stage. You benefit from quick project start (1â2 weeks), frequent releases, and transparent service pricing under a T&M model.
Investment software modernization
Already have investment software that underperforms but canât be replaced yet? We can revamp your legacy software's architecture, codebase, and tech stack and evolve it with the required features. You get a modern investment solution promptly and with minimal disruption to your business operations.
Why Build Investment Software With ScienceSoft
- Since 2005 in full-cycle IT services for the investment industry.
- Principal architects with hands-on experience in designing complex investment solutions and driving secure implementation of advanced techs (AI/ML, big data, blockchain).
- Investment IT and compliance consultants with 5â20 years of experience.
- 45+ certified project managers (PMP, PSM I, PSPO I, ICP-APM) with experience in large-scale projects for Fortune 500 companies.
- Focus on long-lasting collaboration â 62% of our revenue comes from the clients we serve for more than 2 years.
- Quality-first approach based on a mature ISO 9001-certified quality management system.
- Robust security management supported by ISO 27001 certification.
ScienceSoftâs Practices to Ensure Investment Project Success
You set goals, we drive the project to achieve them despite time and budget constraints and changing requirements. Click on the cards below to discover the development and project management practices behind ScienceSoftâs approach. The pages share examples from our recent case studies and overview the traps to sidestep.
Our Clients Share Their Experience With ScienceSoft
Our collaboration was a true partnership. The team was open, attentive to our requirements, and accurate in addressing them. The delivered solution is exactly what we needed.
We especially appreciate ScienceSoftâs professional approach to security issues, which were among our main concerns due to strict regulations.
The portal ScienceSoft delivered fully meets our expectations in terms of functionality and design. Now, we have a secure web platform to ensure seamless investor access to our crypto products.
ScienceSoftâs Tech Stack to Build Robust Investment Software
Programming languages
Back end
Front end
Front end Javascript frameworks
Mobile
Desktop
Low-code development
Databases / data storages
SQL
NoSQL
Cloud databases, warehouses, and storage
AWS
Azure
Google Cloud Platform
Other
Big data
AI
Machine learning platforms and services
Machine learning frameworks and libraries
Platforms
DevOps
Containerization
Automation
CI/CD tools
Monitoring
Blockchain
Smart contract programming languages
Frameworks and networks
Cloud services
Investment Software Integrations ScienceSoft Helps Establish
Corporate systems
- Core investment systems (portfolio, OMS, EMS, etc.).
- CRM systems.
- General accounting software.
- Investor-facing portals and apps.
- Business Intelligence (BI) solutions.
- Case-specific systems like treasury software or a core banking system.
External data sources
- Market data platforms (e.g., Bloomberg, Morningstar, FactSet).
- Alternative data sources (e.g., asset-specific databases, ESG databases, sentiment aggregation platforms).
- Regulatory data sources (e.g., SEC filing databases).
- The investment firm's bank accounts.
Third-party services
- Trade execution and brokerage endpoints.
- Banking and settlement systems.
- Payment / fund transfer providers.
- Authentication services (e.g., OneLogin, Auth0).
- Messaging, mail, and VoIP, services.
- Regulatory reporting gateways.
With the right financial data integrations, investment firms can instantly verify investorsâ bank and tax accounts, enable pay-by-bank funding and withdrawals, consolidate and reconcile portfolios faster, and enrich client risk profiles with deeper risk insights. ScienceSoft can connect investment apps and back-office systems to trusted data aggregators like Plaid (Investments & Transfer), Yodlee, Mastercard Open Banking/Finicity, and MX to reduce investor onboarding friction, speed up funding, streamline reconciliation, and drive more personalized investment advice.
Investment Software Development Cost
The cost of investment software development services can vary significantly depending on solution type and complexity, project task scope, team qualification, and more.
From ScienceSoftâs experience, building a mobile investment app of average complexity may cost around $120,000â$250,000, while engineering a large-scale investment management system powered by advanced techs may require a budget of $1,500,000+.
Wondering how much will your project cost?
Learn the Cost of Your Investment Solution
All you need is to answer a few questions about your business requirements. This will help our experts better understand your needs and deliver a tailored estimate much faster.
Thank you for your request!
We will analyze your case and get back to you within a business day to share a ballpark estimate.
In the meantime, would you like to learn more about ScienceSoft?
- Project success no matter what: learn how we make good on our mission.
- Since 2005 in financial IT services: check what we do.
- 4,200+ successful projects: explore our portfolio.
- 1,400+ incredible clients: read what they say.
Investment Software Development FAQ
How long would it take to build a custom investment solution?
From ScienceSoftâs experience, developing an MVP for custom investment software may take from 8 weeks to 8 months, depending on the solutionâs complexity. A pilot of specialized investment software (e.g., portfolio management, OMS) with core modules can be launched in 9â15 months on average, while a company-wide rollout may take around 18â24 months.
How can I ensure a high ROI for custom development?
Starting with a feasibility study is a go-to way to make sure your solution will bring the expected financial gains. ScienceSoftâs consultants are ready to conduct a comprehensive feasibility assessment and provide free cost estimates for your case.
Who will manage the development process?
Project management can take place on your or ScienceSoftâs side, depending on your preferred degree of control over the development flow and readiness to handle managerial tasks. We can take 100% responsibility for the project management and delivery, provide a dedicated team to handle particular project aspects, or augment your in-house team with our best talents. Check the comparison table prepared by our consultants to weigh the benefits and limitations of each outsourcing option.
How does ScienceSoft safeguard customer data and assets?
With over two decades in cybersecurity and an ISO 27001-certified security management system, ScienceSoft relies on a mature security strategy, tried-and-true tools, and skilled security specialists to ensure robust protection of our clientsâ data and digital assets. Examples of specific security measures we apply include:
- Signing a non-disclosure agreement to legally protect our customer's sensitive information.
- Setting up a project environment with an isolated network infrastructure and dedicated physical servers to prevent data leaks.
- Establishing permission-based access control and multi-factor authentication to prevent unauthorized access to our clientsâ data and IT systems.
- Deleting the customer's data from our ecosystem as soon as the project is completed.
Do you provide after-launch investment software support?
During the first 1â3 months after we delivered the software, our team:
- Conducts user training (if requested), addresses usersâ questions, and resolves user issues (if any).
- Manages incidents, software configuration changes, and updates.
After these 1â3 months, weâre ready to offer continuous maintenance and evolution of your investment solution, L1âL3 technical support, as well as regular security and compliance checkups â all as separate services.
Why Outsource Investment Software Development
Creating specialized investment and wealth management solutions requires mastery of sectoral regulations, architecting foresight, disciplined engineering, and mature project management to keep delivery on track.
Partnering with an experienced vendor gives you immediate access to this cross-domain expertise, accelerates development, and can cut project costs by 50% or more â without sacrificing software quality and project predictability.
