Trusted by one of the world's top 3 asset managers

Investment AI & IT Services and Solutions

Since 2007, ScienceSoft has been an end-to-end AI transformation and software engineering partner for companies in the investment industry, helping them transform their servicing operations and improve investor experiences despite time and budget limitations, legacy system constraints, and arising risks.

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Investment IT experts

behind our clients' success

Alex Ramasheuski

Managed architecture design for an enterprise GenAI assistant for a real estate investment firm

Mary Zayats

Planned document management digital transformation for an institutional asset manager

Alex Bekker

Led data and system architecting in a compliance analytics project for an investment regulator

Antonia Horbach

Led consulting work on custom investment management software for a full-service family office

About ScienceSoft

19 years

in AI & IT services for the investment industry
37 years

in AI implementation and software engineering
750+

consultants, engineers, architects, and AI experts
In-house PMO

45+ certified PMs and delivery managers

Full-Cycle AI & IT Services for Investment Management

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

AI transformation

We help investment companies adopt and scale AI through structured transformation programs that align strategy, technology, processes, and people.

AI consulting for investment firms: use case discovery, opportunity prioritization, AI readiness assessment
AI transformation strategy development
AI governance and operating model design

Enterprise AI implementation and scaling: development of AI solutions, AI integration into existing systems
AI portfolio and program management
AI adoption and organizational change 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
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 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 & AI Success Stories

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

Project details

Custom Investment Modeling Platform Powered by AI

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

Proof of Concept (PoC) for Enterprise AI Copilot Accessible via Microsoft Teams

Project details

Web Product for Automated Bond Portfolio Management

Project details

Getting a DWH Development Project with 2 Subcontractors and 30 Stakeholders Back on Track

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Investment Compliance Analytics Solution Smoothly Handling 500+ Concurrent Reports

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You've viewed 8 of 33 success stories

What Makes ScienceSoft a Reliable Investment AI & IT Partner

Since 2007 in full-cycle IT services for the investment industry.
Since 1989 in AI and data analytics to deliver intelligent automation and analytics solutions for investment.
Since 2003 in cybersecurity to establish robust protection of investment data and IT solutions.
Investment IT and compliance consultants with 5–20 years of experience in investment regulations (SEC, FINRA, CMA etc.) and data protection standards (GLBA, NYDFS, GDPR, etc.).
45+ certified project managers (PMP, PSM I, PSPO I, ICP-APM) who succeeded in large-scale projects for Fortune 500 firms.
30+ senior and principal architects with hands-on experience in designing complex investment solutions and driving secure implementation of AI technologies.
A team of 750+ professionals, including software, data science, QA, and DevOps engineers. Over 50% of our engineers are senior or lead specialists.

Partnerships and recognitions

Named among America’s Fastest-Growing Companies by Financial Times, 5 years in a row

Winner of the Best AI Solution for Financial Services category at the 2026 AI Leader Awards

Named Best FinTech Software Development Company 2026 — USA at the Wealth & Finance FinTech Awards

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

Listed in IAOP’s Global Outsourcing 100 for the 5th year running

Microsoft Partner since 2008

AWS Partner since 2017

ISO 9001-certified quality management system

ISO 27001-certified security management system

What Our Clients Say

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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Khalid Ahadov Khalid Ahadov LinkedIn

Executive Director

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

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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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Daniil Svetlov Daniil Svetlov LinkedIn

CIO

ScienceSoft are true engineers who think long-term and propose strategic decisions instead of micro-fixes, and, what is equally important, they carry them out as planned. I know I can count on them to keep everything in order.

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Nahid V. Zeynal Nahid V. Zeynal LinkedIn

CIO, Deputy Chairman of the Board

We are impressed with ScienceSoft’s pragmatic project management, quality-first mindset, and transparent communication. They are strongly motivated to deliver maximum value with their services and went above and beyond for us.

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Software Solutions for Investment Firms We Specialize In

Here are some examples of core automation systems, technology tools, analytics platforms, 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

Technology solutions and components

LLM and generative AI for investments

AI assistants for investment employees and investors

Investment AI agents and multi-agent platforms

Traditional AI/ML solutions for investments

Investment APIs and connectors

Robotic process automation (RPA) tools

Blockchain-based investment systems and apps

Tradeable asset tokenization solutions

Agentic AI as a Value Booster for Core Investment Solutions

With 37 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.

Data, analytics, and risk management solutions

Data management software

Investment analytics platforms

Compliance management systems

Client lifecycle management software

AI as a Critical Lever for Investment Risk Analytics

AI can improve the speed, accuracy, and consistency of investment risk assessment, but technology alone isn’t enough to support risk-aware portfolio decisions. Watch the interview with Mary Zayats, Financial IT & AI Principal Consultant at ScienceSoft, to learn how to implement AI responsibly, overcome common adoption hurdles, and balance AI insights with human judgment.

Client-facing solutions

Investor portals

Investment platforms

Retail trading apps

Robo-advisory software

Reliable Technologies & Tools We Use in Investment IT Projects

Programming languages

Back end

Front end

HTML5
CSS
JavaScript

Front end Javascript frameworks

Angular JS
React JS
MeteorJS
Vue.js
Next.js
Ember.js

Mobile

iOS
Android
Xamarin
Apache Cordova
Progressive Web Apps
React Native
Flutter
Ionic

Desktop

C++
Qt
C#
WPF
Objective-C
Python
Swift

Low-code development

Microsoft Power Apps
Microsoft Power Automate
App Engine Studio (ServiceNow)
Bubble.io

Databases / data storages

SQL

Microsoft SQL Server
Microsoft Fabric
MySQL
Azure SQL Database
Oracle
PostgreSQL

NoSQL

Apache Cassandra
Apache Hive
Apache HBase
Apache NiFi
MongoDB
Microsoft Fabric

Cloud databases, warehouses, and storage

AWS

Amazon S3
Amazon Redshift
Amazon DynamoDB
Amazon DocumentDB
Amazon RDS
Amazon ElastiCache

Azure

Azure Data Lake
Azure Blob Storage
Azure Cosmos DB
Azure SQL Database
Azure Synapse Analytics
Kinect DK
Azure RTOS

Google Cloud Platform

Google Cloud SQL
Google Cloud Datastore

Other

Microsoft Fabric

Big data

Apache Hadoop
Apache Spark
Apache Cassandra
Apache Kafka
Apache Hive
Apache ZooKeeper
Apache HBase
Azure Cosmos DB
Amazon Redshift
Amazon DynamoDB
MongoDB
Google Cloud Datastore

AI

Machine learning platforms and services

Azure Machine Learning
Azure Cognitive Services
Microsoft Bot Framework
Amazon SageMaker AI
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

DevOps

Containerization

Docker
Kubernetes
Red Hat OpenShift
Apache Mesos

Automation

Ansible
Puppet
Chef
Saltstack
HashiCorp Terraform
HashiCorp Packer

CI/CD tools

AWS Developer Tools
Azure DevOps
Google Developer Tools
GitLab CI/CD
Jenkins
TeamCity

Monitoring

Zabbix
Nagios
Elasticsearch
Prometheus
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
Polkadot
Solana

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-specific rules, investment-domain-specific mandates, and technology-specific frameworks (e.g., emerging AI regulations).

Insights From ScienceSoft's Investment AI & IT Experts

Mary Zayats

Head of Technology and Competency Development, Financial IT & AI Principal Consultant, ScienceSoft

Trend watch

Q2 2026 Investment Artificial Intelligence Trends | July 2026

Mary Zayats

Head of Technology and Competency Development, Financial IT & AI Principal Consultant, ScienceSoft

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Business Analyst and CRM Expert

Investor Relationship Management Software: Key Benefits and Top 3 Solutions

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