IT Services and Solutions for Wealthtech Companies

Core solutions for investment firms (portfolio management, trade ordering and execution, reporting, etc.) with functionality going beyond that of traditional investment software products. The systems can include intelligent workflow automation, real-time analytics powered by machine learning (ML), and other value-adding capabilities to stand out from established competitors.

Wealth managers use such tools to model tailored strategies and forecast their long-term outcomes across cash flow, savings, investment, retirement, estate, and tax-loss harvesting. The software employs predictive and prescriptive AI algorithms to accurately assess potential gains and risks and suggest optimal financial plans for investor-specific goals.

Digital platforms that connect retail and institutional investors directly with opportunities across asset classes. They offer asset screening, smart portfolio management, and P2P trading features. If you target alternative vehicles like private equity or real estate, we can design your platform to cover asset listing and multi-party deal management capabilities.

Low-latency solutions enabling traders to design, simulate, execute, and backtest trading strategies. We integrate such apps with the brokerages of the client’s choice for real-time trade processing and analysis. Employing AI for smart strategy optimization, market signal detection, and autonomous execution can further strengthen the app’s competitive edge.

Cloud-based platforms that use open APIs and real-time data processing technologies for automated aggregation, cleansing, and distribution of live capital market data from multiple publishers. They feature web and mobile user interfaces for ad hoc data navigation and can include data integration toolkits for zero-touch data feed delivery into corporate users’ investment systems.

Next-gen research tools that automatically parse asset-specific fundamentals, technical indicators, sentiment, and alternative data from diverse sources, applying AI to validate and structure insights. Such software relies on large language models (LLM) for smart data tagging and automated generation of research summaries.

Centralized platforms for investment firms to monitor multi-dimensional servicing, finance, and risk KPIs. Such tools incorporate pre-trained AI models for diagnostics, forecasting, and performance optimization. We can extend the solution with consumer interfaces so you can introduce advanced portfolio analytics as a separate tool for investors.

Designed for investment and wealth management professionals, such software relies on robotic process automation (RPA) and intelligent image analysis technologies to automatically extract, classify, and structure data from multi-format documents. It applies machine learning for automated validation of data accuracy and compliance.

Solutions that automate goal-based portfolio design, allocation, and rebalancing. A basic tool can profile investor risks, plan portfolios, and execute trades based on pre-defined algorithmic rules. A more advanced solution would apply AI to dynamically predict market conditions and construct hyperpersonalized portfolios and investment strategies.

Intelligent chatbots that offer human-like textual and voice support for investment employees and investors across digital channels. They can assist in information search, high-level market analysis, account navigation, portfolio optimization, multi-party interaction, and document compiling tasks through intuitive conversational interfaces.

Enterprise-grade systems and online self-service platforms that offer automated execution and recordkeeping of investment transactions on the blockchain infrastructure. They can automate multi-step workflows across investor account setup, trade ordering and settlement, capital calls and payouts, reporting, and compliance checks.

Solutions that let institutional and individual asset owners represent real-world assets (equity, funds, real estate, collectibles, etc.) as tradeable crypto tokens. Token issuance, allocation, and trading occur automatically according to the algorithmic rules. Users can apply custom tokenomics, e.g., define token supply amounts and distribution schedules.