Investment and Wealth Management Software Development Services

Since 2005, ScienceSoft designs and builds custom wealth management solutions to help investment companies optimize their business processes and deliver seamless client experience.

Investment and Wealth Management Software Development Services - ScienceSoft
Investment and Wealth Management Software Development Services - ScienceSoft

Wealth management software development services are aimed to create custom IT solutions that help investment companies improve operational efficiency, minimize risks, provide top-notch investor experience, and guarantee regulatory compliance.

With 34 years in AI and over 11 years in cloud techs, ScienceSoft delivers forward-looking solutions that offer 99%+ accurate analytical insights, seamless automation of investment processes, and a secure and scalable technological framework for digital investment operations.

Whom We Serve

Open-end management investment companies (mutual funds)

Closed-end management investment companies

Exchange-traded funds (ETFs)

Unit investment trusts (UIT)

Wealth management and investment advisors

Investment banks

Private equity firms

Pension funds

Hedge funds

Investment software product companies

Let Us Meet You Where You Are

ScienceSoft’s investment software development services are fully tailored to our clients’ needs. We are ready to offer:

Investment software consulting

We can design an optimal feature set, architecture, UX and UI, and a tech stack for your unique solution. For software product companies, we are ready to conduct TA and competitor analysis, define a USP for the product, and plan an MVP. You also receive a detailed project roadmap with cost and time estimates and expert advice on security and compliance.

I need this!

Investment software development

Having 750+ development, BA, PM, QA, 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 (1–2 weeks), frequent releases, and transparent service pricing under a T&M model.

I need this!

Investment software modernization

Already have investment software that underperforms but can’t 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.

I need this!

Investment Software ScienceSoft Delivers

From multi-functional wealth management systems to specialized solutions that automate particular investment operations – ScienceSoft can assist in designing and building software of any complexity to meet your unique needs. The examples of investment solutions we create include:

Investment portfolio management software

Automation of a company’s unique portfolio modeling, monitoring, and performance reporting workflows, which brings improvement in operational efficiency. Advanced analytics to accurately forecast the financial market and investment performance and minimize risks. Seamless and legally compliant digital trade execution.

Investment accounting software

Eliminated manual routines across the major accounting operations like transaction recordkeeping, billing, payouts, and financial reporting to free the fund managers’ time for high-value tasks. Support for all required accounting methods to accurately recognize the income from company-specific types of investments.

Investment compliance monitoring software

Real-time monitoring of the wealth management operations’ compliance with the internal policies and required legal standards, including local standards. It helps prevent improper investment practices and avoid the risk of penalties for non-compliance.

Client lifecycle management software

Facilitated investor data and relationships management and 100% visibility of investor interactions across the entire client lifecycle. Automated KYC/AML verification of new investors to prevent unauthorized access to services.

Investor reporting software

Streamlined generation and distribution of financial disclosure reports to timely meet the fiduciary responsibility to the investors and keep them up to date on their asset performance.

Vast self-service options for investors, including self-registration, account management, investment transaction management, and more. Instant and secure access to real-time portfolio performance information and reports.

Investment platforms

Providing investors with a convenient and secure way to manage trading transactions with no intermediary services. Introducing AI-based guidance on the optimal investment strategy to increase platform value for end users and spur the revenue growth.

Trading apps

Web and mobile client-facing apps enabling seamless 24/7 investment operations across multiple asset classes, including alternative assets: real estate, renewable energy, crypto assets (crypto securities, tokenized commodities, NFTs), and more.

Why Build Investment Software with ScienceSoft

  • Since 2005 in financial software development.
  • Hands-on experience in creating solutions with complex business logic that seamlessly automate highly specific wealth management workflows and ensure high accuracy of investment calculations.
  • Practice-proven expertise in advanced techs: cloud, AI and ML, big data, blockchain.
  • In-house compliance experts with 5–20 years of experience to guarantee investment software compliance with the required legal standards.
  • Since 2003 in cybersecurity to ensure world-class protection of investment software.
  • Well-established Agile and DevOps practices.
  • Quality-first approach based on a mature ISO 9001-certified quality management system.
  • Robust security management supported by ISO 27001 certification.

The Financial Times Includes ScienceSoft USA Corporation in the List of the Americas’ Fastest-Growing Companies 2023

For the second year in a row, ScienceSoft USA Corporation ranks among 500 American companies with the highest revenue growth. This achievement is the result of our unfailing commitment to provide high-quality IT services and create best-value solutions that meet and even exceed our clients’ expectations.

Get All Important Investment Software Aspects Covered

Future-ready architecture

With hands-on experience designing and implementing modern cloud-based architectures, we build agile digital investment systems and deliver custom asset management solutions that provide scalability and flexibility to support long-term business growth.

Advanced analytics

In data science and AI since 1989, we help our clients implement advanced analytics to obtain comprehensive insights into the expected performance of the financial market and asset prices. It helps ensure the high value of wealth management and advisory services and maximize investment profitability.

Excellent investor experience

Relying on 21 years in web development and 17 years in mobile, we create reliable client-facing apps that offer sleek design and seamless digital journeys. Introducing top-notch client experience and rich self-service capabilities will help you boost CSAT and business revenue.

Smooth integrations

We help integrate investment software with the required corporate systems (e.g., CRM, accounting software), banking systems, credit rating platforms, trading platforms, financial data marketplaces, and more. We can also develop ready-to-use APIs to extend your solution’s integration capabilities.

Guaranteed security

We implement advanced security features, such as AI-powered fraud detection, biometric authentication, investment transaction data hashing, and more to ensure that your investment solution and any sensitive data are protected from unauthorized access and malicious attacks.

Regulatory compliance

We help our customers achieve and maintain compliance with the relevant global and region-specific wealth management regulations and data protection standards: AML/KYC and OFAC, SEC, FINRA, EBSA, FATCA, PCI DSS, SOC1 and SOC2, GDPR and PSD2 (for the EU), NYDFS (for NYC), and more.

ScienceSoft’s Tech Stack to Build Robust Investment Software

Programming languages

Back end

Microsoft .NET

Practice

19 years

Projects

200+

Workforce

60+

Our .NET developers can build sustainable and high-performing apps up to 2x faster due to outstanding .NET proficiency and high productivity.

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Java

Practice

25 years

Projects

110+

Workforce

40+

ScienceSoft's Java developers build secure, resilient and efficient cloud-native and cloud-only software of any complexity and successfully modernize legacy software solutions.

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Python

Practice

10 years

Projects

50+

Workforce

30

ScienceSoft's Python developers and data scientists excel at building general-purpose Python apps, big data and IoT platforms, AI and ML-based apps, and BI solutions.

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Node.js

Practice

10 years

Workforce

100

ScienceSoft delivers cloud-native, real-time web and mobile apps, web servers, and custom APIs ~1.5–2x faster than other software developers.

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PHP

Practice

16 years

Projects

170

Workforce

55

ScienceSoft's PHP developers helped to build Viber. Their recent projects: an IoT fleet management solution used by 2,000+ corporate clients and an award-winning remote patient monitoring solution.

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Golang

Practice

4 years

ScienceSoft's developers use Go to build robust cloud-native, microservices-based applications that leverage advanced techs — IoT, big data, AI, ML, blockchain.

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Front end

JavaScript

Practice

21 years

Projects

2,200+

Workforce

50+

ScienceSoft uses JavaScript’s versatile ecosystem of frameworks to create dynamic and interactive user experience in web and mobile apps.

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Front end Javascript frameworks

Angular JS

Practice

13 years

Workforce

100+

ScienceSoft leverages code reusability Angular is notable for to create large-scale apps. We chose Angular for a banking app with 3M+ users.

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React JS

Workforce

80+

ScienceSoft achieves 20–50% faster React development and 50–90% fewer front-end performance issues due to smart implementation of reusable components and strict adherence to coding best practices.

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MeteorJS

ScienceSoft uses Meteor for rapid full-stack development of web, mobile and desktop apps.

Vue.js

By using a lightweight Vue framework, ScienceSoft creates high-performant apps with real-time rendering.

Next.js

With Next.js, ScienceSoft creates SEO-friendly apps and achieves the fastest performance for apps with decoupled architecture.

Ember.js

When working with Ember.js, ScienceSoft creates reusable components to speed up development and avoid code redundancy.

Mobile

iOS

Practice

16 years

Projects

150+

Workforce

50+

ScienceSoft’s achieves 20–50% cost reduction for iOS projects due to excellent self-management and Agile skills of the team. The quality is never compromised — our iOS apps are highly rated.

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Android

Practice

14 years

Projects

200+

Workforce

50+

There are award-winning Android apps in ScienceSoft’s portfolio. Among the most prominent projects is the 5-year-long development of Viber, a messaging and VoIP app for 1.8B users.

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Xamarin

Practice

11 years

Projects

85+

Workforce

10+

ScienceSoft cuts the cost of mobile projects twice by building functional and user-friendly cross-platform apps with Xamarin.

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Apache Cordova

ScienceSoft uses Cordova to create cross-platform apps and avoid high project costs that may come with native mobile development.

Progressive Web Apps

ScienceSoft takes the best from native mobile and web apps and creates the ultimate user experience in PWA.

React Native

Practice

8 years

Projects

300+

ScienceSoft reduces up to 50% of project costs and time by creating cross-platform apps that run smoothly on web, Android and iOS.

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Flutter

ScienceSoft will save you from double or even triple expenses associated with platform-specific coding by creating cross-platform apps in Flutter.

Ionic

With Ionic, ScienceSoft creates a single app codebase for web and mobile platforms and thus expands the audience of created apps to billions of users at the best cost.

Desktop

C++

Practice

34 years

Workforce

40

ScienceSoft's C++ developers created the desktop version of Viber and an award-winning imaging application for a global leader in image processing.

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Qt

Practice

4 years

Workforce

40

We used Qt to deliver a cross-platform desktop app for a global leader in image processing, a desktop version of Viber, VoIP messenger with over 1 billion users, and an anti-procrastination app acknowledged by The Daily Telegraph and BBC.

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C#

Practice

19 years

Projects

200+

Workforce

60

Our C# developers created the world’s largest PLM software. Their recent projects: development of SaaS for vCIO services management and underwriting software for a global aviation insurer.

WPF

Practice

15 years

Workforce

~40

We have delivered WPF-based solutions for a leading market research company and a global leader in image processing.

Objective-C

We use Objective-C to implement native macOS features in desktop apps.

Python

Practice

10 years

Workforce

30

We use Python for rapid development of cross-platform desktop apps.

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Databases / data storages

SQL

Microsoft SQL Server

Our Microsoft SQL Server-based projects include a BI solution for 200 healthcare centers, the world’s largest PLM software, and an automated underwriting system for the global commercial insurance carrier.

MySQL

We’ve implemented MySQL for Viber, an instant messenger with 1B+ users, and an award-winning remote patient monitoring software.

Azure SQL Database

Azure SQL Database is great for handling large volumes of data and varying database traffic: it easily scales up and down without any downtime or disruption to the applications. It also offers automatic backups and point-in-time recoveries to protect databases from accidental corruption or deletion.

Oracle

ScienceSoft's team has implemented Oracle for software products used by GSK and AstraZeneca. We’ve also delivered Oracle-based SCM platform for Auchan, a retail chain with 1,700 stores.

PostgreSQL

ScienceSoft has used PostgreSQL in an IoT fleet management solution that supports 2,000+ customers with 26,500+ IoT devices. We’ve also helped a fintech startup promptly launch a top-flight BNPL product based on PostgreSQL.

NoSQL

Apache Cassandra

Our Apache Cassandra consultants helped a leading Internet of Vehicles company enhance their big data solution that analyzes IoT data from 600,000 vehicles.

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Apache Hive

ScienceSoft has helped one of the top market research companies migrate its big data solution for advertising channel analysis to Apache Hive. Together with other improvements, this led tо 100x faster data processing.

Apache HBase

We use HBase if your database should scale to billions of rows and millions of columns while maintaining constant write and read performance.

Apache NiFi

With ScienceSoft’s managed IT support for Apache NiFi, an American biotechnology corporation got 10x faster big data processing, and its software stability increased from 50% to 99%.

MongoDB

ScienceSoft used MongoDB-based warehouse for an IoT solution that processed 30K+ events/per second from 1M devices. We’ve also delivered MongoDB-based operations management software for a pharma manufacturer.

Cloud databases, warehouses and storage

AWS

Amazon Redshift

We use Amazon Redshift to build cost-effective data warehouses that easily handle complex queries and large amounts of data.

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Amazon DynamoDB

We use Amazon DynamoDB as a NoSQL database service for solutions that require low latency, high scalability and always available data.

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Azure

Azure Cosmos DB

We leverage Azure Cosmos DB to implement a multi-model, globally distributed, elastic NoSQL database on the cloud. Our team used Cosmos DB in a connected car solution for one of the world’s technology leaders.

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Azure SQL Database

Azure SQL Database is great for handling large volumes of data and varying database traffic: it easily scales up and down without any downtime or disruption to the applications. It also offers automatic backups and point-in-time recoveries to protect databases from accidental corruption or deletion.

Google Cloud Platform

Google Cloud Datastore

We use Google Cloud Datastore to set up a highly scalable and cost-effective solution for storing and managing NoSQL data structures. This database can be easily integrated with other Google Cloud services (BigQuery, Kubernetes, and many more).

Big data

Apache Hadoop

By request of a leading market research company, we have built a Hadoop-based big data solution for monitoring and analyzing advertising channels in 10+ countries.

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Apache Spark

A large US-based jewelry manufacturer and retailer relies on ETL pipelines built by ScienceSoft’s Spark developers.

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Apache Cassandra

Our Apache Cassandra consultants helped a leading Internet of Vehicles company enhance their big data solution that analyzes IoT data from 600,000 vehicles.

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Apache Kafka

We use Kafka for handling big data streams. In our IoT pet tracking solution, Kafka processes 30,000+ events per second from 1 million devices.

Apache Hive

ScienceSoft has helped one of the top market research companies migrate its big data solution for advertising channel analysis to Apache Hive. Together with other improvements, this led tо 100x faster data processing.

Apache ZooKeeper

We leverage Apache ZooKeeper to coordinate services in large-scale distributed systems and avoid server crashes, performance and partitioning issues.

Apache HBase

We use HBase if your database should scale to billions of rows and millions of columns while maintaining constant write and read performance.

Azure Cosmos DB

We leverage Azure Cosmos DB to implement a multi-model, globally distributed, elastic NoSQL database on the cloud. Our team used Cosmos DB in a connected car solution for one of the world’s technology leaders.

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Amazon Redshift

We use Amazon Redshift to build cost-effective data warehouses that easily handle complex queries and large amounts of data.

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Amazon DynamoDB

We use Amazon DynamoDB as a NoSQL database service for solutions that require low latency, high scalability and always available data.

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MongoDB

ScienceSoft used MongoDB-based warehouse for an IoT solution that processed 30K+ events/per second from 1M devices. We’ve also delivered MongoDB-based operations management software for a pharma manufacturer.

Google Cloud Datastore

We use Google Cloud Datastore to set up a highly scalable and cost-effective solution for storing and managing NoSQL data structures. This database can be easily integrated with other Google Cloud services (BigQuery, Kubernetes, and many more).

AI

Machine learning platforms and services

Machine learning frameworks and libraries

Platforms

Microsoft Dynamics 365

Practice

14 years

Projects

25+

Workforce

10+

A certified Microsoft partner, ScienceSoft creates CRM and ERP solutions powered by Dynamics 365 and optimizes most effectively a range of business operations.

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Salesforce

Projects

10+

ScienceSoft achieves at least 20% increase in sales and 30% improvement in case resolution with well-thought-out and business-tailored Salesforce solutions.

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Adobe Commerce

Practice

11 years

Projects

20+

Workforce

10+

A certified Adobe Solution Partner, ScienceSoft builds on robust functionality of Adobe Commerce to create highly automated and scalable ecommerce solutions.

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SharePoint

Practice

15 years

Projects

100+

Workforce

20+

Solid expertise in SharePoint services has earned ScienceSoft a place in Clutch’s list of Top SharePoint Developers in 2023.

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ServiceNow

Practice

12 years

A certified ServiceNow partner, ScienceSoft offers a proprietary 4-level implementation model that helps deliver the best value from ServiceNow adoption.

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Power BI

Practice

7 years

ScienceSoft sets up Power BI to process data from any source and report on data findings in a user-friendly format.

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SAP SE

SAP products are powerful and intricate. ScienceSoft will help you understand and realize the full value they can offer to your business.

DevOps

Containerization

Automation

CI/CD tools

Monitoring

Blockchain

Smart contract programming languages

Frameworks and networks

Cloud services

Explore ScienceSoft’s Featured Success Stories

Software for Online Bond Portfolio Management

  • Developing an automated bond portfolio management solution for a financial market data provider.
  • Software integration with the company’s financial data platform.
  • Investor-facing functionality for bond trading, portfolio performance tracking, and building statistical reports.

Customer’s benefits: Improved client satisfaction and the opportunity to increase revenue.

AI-Powered Trading Software

  • Designing and building an AI-enabled trading solution for a US-based fintech startup.
  • ML-based investment model creation, training, and tuning.
  • Automated trading operations and intelligent recommendations on portfolio optimization for investors.

Customer’s benefit: Prompt development and launch of an innovative robo-advisory solution to start generating revenue.

Build Your Investment Solution with Professionals

We’re not just another IT vendor that will develop a “good enough” investment automation app. We create state-of-the-art solutions that bring long-term value — and we know how to deliver them quickly, safely, and cost-effectively.