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.
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
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.
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.
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.
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.
- 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.

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
ScienceSoft’s Tech Stack to Build Robust Investment Software
Programming languages
Back end
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.
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.
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.
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.
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.
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.
Front end
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.
Front end Javascript frameworks
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.
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.
By using a lightweight Vue framework, ScienceSoft creates high-performant apps with real-time rendering.
Mobile
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.
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.
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.
ScienceSoft uses Cordova to create cross-platform apps and avoid high project costs that may come with native mobile development.
ScienceSoft takes the best from native mobile and web apps and creates the ultimate user experience in PWA.
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.
Desktop
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.
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.
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.
Practice
15 years
Workforce
~40
We have delivered WPF-based solutions for a leading market research company and a global leader in image processing.
Practice
10 years
Workforce
30
We use Python for rapid development of cross-platform desktop apps.
Databases / data storages
SQL
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.
We’ve implemented MySQL for Viber, an instant messenger with 1B+ users, and an award-winning remote patient monitoring software.
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.
NoSQL
Our Apache Cassandra consultants helped a leading Internet of Vehicles company enhance their big data solution that analyzes IoT data from 600,000 vehicles.
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.
We use HBase if your database should scale to billions of rows and millions of columns while maintaining constant write and read performance.
Cloud databases, warehouses and storage
AWS
We use Amazon Redshift to build cost-effective data warehouses that easily handle complex queries and large amounts of data.
We use Amazon DynamoDB as a NoSQL database service for solutions that require low latency, high scalability and always available data.
Azure
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.
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.
Big data
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.
A large US-based jewelry manufacturer and retailer relies on ETL pipelines built by ScienceSoft’s Spark developers.
Our Apache Cassandra consultants helped a leading Internet of Vehicles company enhance their big data solution that analyzes IoT data from 600,000 vehicles.
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.
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.
We leverage Apache ZooKeeper to coordinate services in large-scale distributed systems and avoid server crashes, performance and partitioning issues.
We use HBase if your database should scale to billions of rows and millions of columns while maintaining constant write and read performance.
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.
We use Amazon Redshift to build cost-effective data warehouses that easily handle complex queries and large amounts of data.
We use Amazon DynamoDB as a NoSQL database service for solutions that require low latency, high scalability and always available data.
Platforms
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.
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.
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.
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.
Practice
12 years
A certified ServiceNow partner, ScienceSoft offers a proprietary 4-level implementation model that helps deliver the best value from ServiceNow adoption.
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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