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Investment and Wealth Management Software Development Services
Since 2005, ScienceSoft has been designing and building 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 35 years in AI and 12 years in cloud techs, ScienceSoft engineers 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 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:
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 fund management and 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 portfolio 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 investment fund management 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 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
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.
Investment software development
Having 750+ engineering, 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.
Why Build Investment Software with ScienceSoft
- Since 2005 in financial software development.
- Hands-on experience in engineering solutions with complex financial 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 management 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.
What makes ScienceSoft different
We achieve project success no matter what
ScienceSoft does not pass mere project administration off as project management, which, unfortunately, often happens on the market. We practice real project management, achieving project success for our clients no matter what.
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.
Scope mapping and scope creep management
Project resource selection and assignment
Cost estimation and budget optimization
Risk management throughout the SDLC
Collaborative project success measurement
Project health and software quality reporting
Change request processing and implementation
Knowledge creation, maintenance, and sharing
Software documentation practices with examples
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 engineer 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.
Why Outsource Investment Software Development
Investment software development is the process of creating specialized solutions tailored to the needs of investment and wealth management firms. It requires meticulous planning, 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.
From ScienceSoft’s experience, building a mobile investment app of average complexity costs around $120,000–$200,000, while engineering 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?
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.
Thank you for your request!
We will analyze your case and get back to you within a business day to share a ballpark estimate.
In the meantime, would you like to learn more about ScienceSoft?
- Project success no matter what: learn how we make good on our mission.
- 19 years in financial IT services: check what we do.
- 4,000 successful projects: explore our portfolio.
- 1,300+ incredible clients: read what they say.
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 clients’ 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 clients’ 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.