Investment IT Services and Solutions

Since 2005, ScienceSoft has been an end-to-end technology partner for companies from the investment industry, helping them digitally transform their servicing operations and deliver smooth digital investor experiences despite time and budget limitations, legacy system constraints, and arising risks.

The quality of ScienceSoft's IT services is confirmed by one of the world's top 3 asset managers with $5T+ in AUM.

About ScienceSoft

20 years

in investment IT services
750+

professionals on board
In-house PMO

45+ certified project managers
Compliance

consultants with 5–20 years of experience

Full-Cycle IT Services for the Investment Industry

Investment IT services are meant to help investment companies create and operate tailored digital solutions smoothly, cost-effectively, and with minimal effort. Addressing these aspects, ScienceSoft offers all-around services, from technology consulting and software engineering to cybersecurity and IT support.

Investment software development

We engineer robust solutions tailored to your needs and deliver a detailed project plan for predictable implementation.

Full-cycle engineering of investment solutions
Architecture design for complex investment solutions
LLM and GenAI implementation
Proof of concept and MVP delivery
Software integration, including API development

Testing and QA for solutions under development
UX and UI design for investment apps
DevOps services for ongoing development projects
Team augmentation (with software engineers, architects, testers, consultants, PMs, etc.)

Technology and business consulting

We offer full-cycle consulting services to help investment companies and wealthtech firms transform operations and unlock growth opportunities.

Digital transformation consulting
Software consulting
Technology consulting: AI/ML, big data, blockchain
IT infrastructure consulting, including cloud consulting

QA consulting
Project management consulting
Investment software product consulting, including SaaS consulting

Software modernization

We upgrade your existing software to help you get a modern solution at an optimal cost and with minimal disruption to servicing workflows.

Legacy software modernization
Legacy software integration with modern apps
Software rearchitecting (e.g., monolith strangling to microservices)

Cloud migration services
Code review and refactoring
Tech stack modernization
Software evolution with new features

Data management and analytics

We build user-friendly apps and scalable data infrastructures to help investment firms automate analytics and obtain easy-to-navigate reports.

Data analytics consulting for investment firms
Data integration: implementing ETL/ELT pipelines, enterprise data warehouses, and data lakes
Big data implementation

Business intelligence (BI) services
Data visualization
Master data management (MDM) and data governance
Data quality assurance

Managed IT services

We monitor, troubleshoot, and upgrade your IT infrastructure and apps to keep them stable, cost-effective, and relevant to your needs.

Security and compliance services

We help protect your software and IT infrastructure from cyber threats and guarantee compliance with the required regulatory frameworks.

Cybersecurity consulting
IT security audit
Security testing
Application security and network protection: implementing SIEM, IAM, UEBA, firewalls, and more

Compliance consulting: SEC, FINRA, GLBA, NYDFS, GDPR/DORA, SOC 1/2, SAMA compliance, and more
Compliance assessments
Managed security services

Investment Companies We Serve

Asset management companies

Wealth management firms

Exchange-traded funds (ETFs)

Unit investment trusts

Real estate investment trusts (REITs)

Mutual funds

Private equity (PE) firms

Venture capital (VC) firms

Hedge funds

Institutional asset owners

Software product companies

Wealthtech companies

Our Featured Investment IT Success Stories

Partnering With a Big Four Consultancy to Drive Digital Transformation for a Large US Investment Firm

Project details

Azure-Based Investment Management Software for a Full-Service Family Office

Project details

Data-Science-Powered Portfolio Management and Trading Automation Software

Project details

Web Product for Automated Bond Portfolio Management

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Investment Compliance Analytics Solution Smoothly Handling 500+ Concurrent Reports

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Secure and Engaging NFT Portal Launched in 12 Weeks

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Secure and Convenient DeFi Portal Launched in 4 Months

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24/7 White-Label L1 Support for Delap LLP

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You've viewed 8 of 32 success stories

Building Confidence and Trust Through Transparency

For investment firms, trust is inseparable from performance, risk control, and capital preservation. We understand the scrutiny you apply to vendors and the importance of minimizing delivery risks. At ScienceSoft, our response is straightforward: transparency in how we work, what we have delivered, and what clients can realistically expect. We prioritize proven expertise over aspirational claims as a foundation for client confidence.

What Makes ScienceSoft a Reliable Investment IT Partner

Since 2005 in full-cycle IT services for the investment industry.
Since 1989 in data analytics and AI to deliver intelligent automation and analytics solutions for investment.
Since 2003 in cybersecurity to guarantee full protection of investment data and IT solutions.
Investment IT consultants and project managers with experience in large-scale projects for Fortune 500 companies.
Compliance experts with 5–20 years of experience to guarantee investment software compliance with SEC, SOX, GLBA, NYDFS, GDPR, CMA, and more.
Principal architects with hands-on experience in designing complex investment solutions and driving secure implementation of advanced technologies.
350+ software engineers, 50% of whom are seniors or leads.

Our awards, certifications, and partnerships

Named among America’s Fastest-Growing Companies by Financial Times, 4 years in a row

Listed among Highly Commended tech partners at the Global FinTech Awards 2025

Listed in IAOP’s 2025 Global Outsourcing 100 for the 4th year running

Named to CRN’s 2025 Solution Provider 500

Microsoft Partner since 2008

AWS Partner since 2017

ISO 9001-certified quality management system

ISO 27001-certified security management system

What Our Clients Say

Nahid V. Zeynal Nahid V. Zeynal LinkedIn

CIO, Deputy Chairman of the Board

Since the start of our cooperation in 2016, ScienceSoft has been a reliable tech partner in our mobile banking development projects. We are impressed with their pragmatic project management, quality-first mindset, and transparent communication. ScienceSoft’s solution architects, developers, and QA engineers are true experts in their fields and have shown a deep understanding of the mobile banking specifics, which is critical for our business.

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Mohamed Abdeen Mohamed Abdeen LinkedIn

Sr. Web Development Supervisor

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.

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Joe Summers Joe Summers LinkedIn

Cyber Manager

We partnered with ScienceSoft, and it turned out to be an excellent match. Within just two weeks, their Tier 1 support agents seamlessly integrated into our processes and became an invaluable asset to our team. Thanks to their assistance, we can now process any Tier 1 issue within 15 minutes.

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Allen Firouz Allen Firouz LinkedIn

Chief Information Officer

ScienceSoft expanded our intranet with custom workflows, automation, and security controls. They completed the work with attention to detail and promptness in providing expert advice.

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Sultan Masad

Group IT Manager

The DMS developed by ScienceSoft helped us ensure document integrity and security and accelerate document-related business processes. We are satisfied with the project results.

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IT Solutions for Investment Companies We Specialize In

Here are some examples of core automation systems, analytics tools, and client self-service solutions we deliver for investments. Depending on your needs, we can engineer a standalone module for a particular field or build a multi-functional system that transforms the entire business process.

Core operations management solutions

Investment management software

Wealth management software

Portfolio management software

Investment accounting software

Investment research software

Order management software (OMS)

Order execution software (EMS)

Deal management software

Data, analytics, and risk management solutions

Data management software

Investment analytics

Compliance management systems

Client lifecycle management software

Client-facing solutions

Investor portals

Investment platforms

Retail trading apps

Robo-advisory software

Value-Adding Technologies To Power Your Investment Workflows

Our consultants are ready to assess the feasibility of innovative technology for your investment processes, point out the high-ROI technology use cases, and advise on cost-effective implementation options.

Traditional AI/ML for investments

LLMs and agentic AI for investments

Blockchain for investments

Asset tokenization in investments

Agentic AI as a Value Booster for Core 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.

Reliable Techs & Tools We Use in Investment IT Projects

Programming languages

Back end

Front end

Front end Javascript frameworks

Vue.js

Next.js

Ember.js

Mobile

Apache Cordova

Progressive Web Apps

Ionic

Desktop

WPF

Objective-C

Swift

Low-code development

Microsoft Power Apps

Microsoft Power Automate

App Engine Studio (ServiceNow)

Bubble.io

Databases / data storages

SQL

Microsoft Fabric

Azure SQL Database

PostgreSQL

NoSQL

Apache Hive

Apache HBase

Apache NiFi

MongoDB

Microsoft Fabric

Cloud databases, warehouses, and storage

AWS

Amazon S3

Amazon DocumentDB

Amazon RDS

Amazon ElastiCache

Azure

Azure Data Lake

Azure Blob Storage

Azure SQL Database

Kinect DK

Azure RTOS

Google Cloud Platform

Google Cloud SQL

Google Cloud Datastore

Other

Microsoft Fabric

Big data

Apache Hive

Apache ZooKeeper

Apache HBase

MongoDB

Google Cloud Datastore

Machine learning platforms and services

Azure Machine Learning

Azure Cognitive Services

Microsoft Bot Framework

Amazon SageMaker

Amazon Transcribe

Amazon Lex

Amazon Polly

Google Cloud AI Platform

Machine learning frameworks and libraries

Apache Mahout

Apache MXNet

Apache Spark MLlib

Caffe

TensorFlow

Keras

Torch

OpenCV

Theano

Scikit Learn

Gensim

SpaCy

Platforms

SAP SE

DevOps

Containerization

Docker

Kubernetes

Red Hat OpenShift

Apache Mesos

Automation

Ansible

Puppet

Chef

HashiCorp Terraform

HashiCorp Packer

CI/CD tools

AWS Developer Tools

Azure DevOps

Google Developer Tools

GitLab CI/CD

Jenkins

TeamCity

Monitoring

Zabbix

Elasticsearch

Grafana

Datadog

Blockchain

Smart contract programming languages

Solidity

Rust

Vyper

Wasm

Frameworks and networks

Ethereum

Hyperledger Fabric

Graphene

Parity Substrate

EOSIO

Cosmos SDK

POA Network

Cloud services

Amazon Managed Blockchain

Oracle Blockchain

IBM Blockchain

Driving the Success of Your Investment IT Endeavor No Matter What

With a mission to achieve investment IT project goals, ScienceSoft effectively plans against time and budget constraints, agilely adapts to feasible changes, and pragmatically addresses risks. Our mission is supported by the ethical conduct we maintain in relation to our clients, business partners, and within the company.

Click on the cards to explore the descriptions of ScienceSoft’s project management practices backed by examples from our recent projects.

Scope mapping and scope creep management

Resource selection and assignment

Cost estimation and optimization

Collaboration practices

Risk management

Change request processing

Project reporting

Knowledge management and transfer

Ensuring Compliance and Security of Investment Solutions

In ScienceSoft’s projects, we care for compliant investment software design, establish a secure development environment, and perform rigorous compliance testing before the solution launch. We also advise on compliance cost optimization and can take over ongoing compliance maintenance.

Our compliance consultants and IT security teams help investment organizations and technology providers achieve compliance with all necessary sectoral regulations and data protection standards, including region- and investment-domain-specific mandates.

Insights From ScienceSoft's Investment IT Experts

Vital Soupel

Senior Insurance IT & AI Consultant, ScienceSoft

Real Estate Tokenization in 2025: Facts and Trends

Andrew Repin

Business Analyst and CRM Expert

Investor Relationship Management Software: Key Benefits and Top 3 Solutions

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Business Analyst and CRM Expert

CRM for Financial Advisors: Key Features and Top 3 Solutions

More insights

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