en flag +1 214 306 68 37

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 35 years in AI and 12 years in cloud techs, ScienceSoft delivers forward-looking solutions that offer 99%+ accurate analytical insights, effective automation of investment processes, and a secure and scalable technological framework for digital investment operations.

Investment Companies We Serve

Management investment companies

Exchange-traded funds (ETFs)

Unit investment trusts (UIT)

Wealth management advisors

Investment banks

Pension funds

Hedge funds

Private equity firms

We also aid wealthtech startups and capital market technology companies in market entry planning and investment software product development.

Let Us Meet You Where You Are

ScienceSoft’s investment software development services are 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 and define a USP for the product. You also receive a project roadmap with cost and time estimates, a risk mitigation plan, and expert advice on security and compliance.

I'm interested

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'm interested

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'm interested

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.

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.

Explore ScienceSoft’s Featured Success Stories

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.
  • Financial IT 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.
  • Focus on long-lasting collaboration – 62% of our revenue comes from the customers 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.

ScienceSoft USA Corporation Is a 3-Year Champion in the Financial Times Rating

Three years in a row (2022–2024), the Financial Times has included ScienceSoft USA Corporation in the list of 500 fastest-growing American companies. This is the result of our dedication to driving project success despite any constraints and disruptions.

ScienceSoft’s 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 ScienceSoft’s success-centric approach. The pages share examples from our recent case studies and overview the traps to sidestep.

If you want more details on our particular activities or wonder how they will benefit your unique case, don’t hesitate to turn to our consultants for the needed information.

Our Customers 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.


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.

We especially appreciate ScienceSoft’s professional approach to security issues, which were among our main concerns due to strict regulations.

Get All Important Investment Software Aspects Covered

Future-ready architecture

With hands-on experience designing and implementing modern SOA and microservices 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 25 years in web development and 19 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 solutions with corporate software (e.g., CRM, accounting software) and third-party systems (banking, credit rating platforms, trading platforms, financial data marketplaces, etc.). 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 investment regulations and data protection standards: AML/KYC and OFAC, SEC, FINRA, FATCA, PCI DSS, SOC1 and SOC2, GDPR (for the EU), NYDFS (for NYC), and more.

ScienceSoft’s Financial and Banking IT Consultant

Why Outsource Investment Software Development

Investment software development is a complex process that involves meticulous planning, execution, and control. It requires a good grasp of the investment market, deep knowledge of sectoral regulations, solid engineering skills, and mature project management to drive steady progress.

Trusting development to an experienced vendor enables quick access to the necessary competencies, ensures smooth software implementation, and brings a 50%+ reduction in project costs. As an outsourced development partner for investment, ScienceSoft delivers on goals, time, and budget, maintains a predictable project flow, and guarantees high quality and compliance of investment solutions.

ScienceSoft’s Tech Stack to Build Robust Investment Software

Investment Software Development Cost

The cost of investment software development services may vary significantly depending on the solution complexity, project scope, team qualification, and more.

Pricing Information

From ScienceSoft’s experience, building a mobile investment app of average complexity costs around $120,000–$200,000, while developing a comprehensive investment and wealth management system powered with advanced techs may require $1,000,000+ in investments.

Want to understand the cost of your investment software?

Request an estimate

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.


*What type of company do you represent?

*What is the expected number of software users?

Are you going to sell your software to:

*How many individuals will use your software, approximately?

*How many organizations are you planning to target, approximately?

*How many end users (individuals from all organizations) will use your software, approximately?

How many organizations are you planning to target, approximately?

*How many end users (both corporate and individual users) will use your software, approximately?

*What investment asset classes should your solution support?

*Which software version do you need?

*What type of investment software do you need?

*What capabilities should your investment software provide?

*Should your future software provide complex analytics?

Are there any compliance requirements for your planned solution? Choose all that apply.

*Do you have any preferences for the deployment model?

Do you need to migrate data from legacy software?

Would you require any integrations?


With other corporate solutions, external data sources (e.g., financial data marketplaces), or third-party systems (trading, payment processing, user authentication, messaging)

Do you have any tech stack preferences?


Particular programming languages, software platforms, cloud services, etc.

Your contact data

Preferred way of communication:

We will not share your information with third parties or use it in marketing campaigns. Check our Privacy Policy for more details.

Our team is on it!

ScienceSoft's experts will study your case and get back to you with the details within 24 hours.

Our team is on it!

Investment Software Development FAQ

How long would it take to build a custom investment solution?

From ScienceSoft’s experience, developing an MVP for custom investment software may take around 8–16 weeks, depending on the solution’s complexity. A ready-to-use client app can be launched within 6 months, while implementing a fully featured investment and wealth management system may take 9–15+ 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. ScienceSoft’s experts 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 ScienceSoft’s 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 21 years 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 customers’ 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 customers’ 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 1–3 months after we delivered the software, our team:

  • Conducts user training (if requested), addresses users’ questions, and resolves user issues (if any).
  • Manages incidents, software configuration changes, and updates.

After these 1–3 months, we’re ready to offer continuous maintenance and evolution of your investment solution, L1–L3 technical support, as well as regular security and compliance checkups — all as separate services.

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.