Why Businesses Opt for Custom Investment Management Software
Enhanced Security
Custom approach ensures maximum protection for your solution. Our team reduces the risks by leveraging the best security standards and paying special attention to quality assurance.
Regulatory Compliance
The investment industry is regulated by a variety of laws, acts, protocols, and standards. We know which ones to follow when implementing your software to align it with core regulations.
Excellent Customer Experience
While building a platform tailored exclusively to your scenario, we’ll help you make it intuitive, efficient, and feature-rich so that investors and other financial players enjoy the experience.
Business Intelligence
To make the most of investment operations and data in particular, embrace business intelligence that can boost your competitive advantage. Custom software supports its implementation.
Our Core Investment Software Development Services
Custom Solutions Development
With 20+ years of experience in financial software development, we build solutions for various needs — from web and mobile apps to complete SaaS products.
Integration with Third-Party Software
To ensure the maximum integrity and efficiency of your investment software, we’ll help you integrate it with key enterprise solutions and third-party tools.
Modernization of Your Existing System
If you want to upgrade your investment management solution with new features or migrate to the latest technologies, it’s the right moment to engage us.
A tailored solution gives you the tools and workflows designed specifically for your business model, rather than forcing you to adapt to generic systems. Through investment portfolio management software development, Velvetech can create platforms that centralize client data, automate reporting, and provide real-time performance info. This allows you to quickly adjust strategies, improve transparency with clients, and streamline compliance tasks, ultimately enhancing both portfolio outcomes and operational efficiency.
Solutions that Boost Investment Management
Portfolio Management Software
Relying on advanced data analytics, we develop robust tools that take investment portfolio management to the next level.
Trading Platforms
Increase the profitability of your transactions by leveraging trading solutions built to address your challenges and needs.
Robo-Advisors
With robo-advisors, get the advantage of automated algorithm-driven financial operations like planning and wealth management.
Brokerage Solutions
We implement feature-rich platforms for brokerage businesses to facilitate precise risk evaluation and market analysis.
Investment Accounting Systems
Streamline operations like payouts, transaction recordkeeping, billing, and financial reporting with accounting tools.
Client Lifecycle Management
If you want to manage easily every step of the client lifecycle, including KYC and AML, we’ll provide you with the right solution.
Alternative Investment Management
We develop innovative software to support companies that work with non-typical asset investments and want to drive growth.
Tokenized Asset Platforms
Gain access to fractional ownership and new capital streams with tokenized asset platforms that support compliant token issuance, secondary market trading, and automated revenue distribution.
CRM Systems
Unveil the power of communications and customer data management with our CRM services and the use of AI-Call Analytics.
DeFi Infrastructure Development
We еnsure full control over investment automation with noncustodial, scalable DeFi systems powered by smart contracts and modular architecture.
Enhance investment risk management with the right software systems
Online Calculator for Real Estate Investments
High-Frequency Trading Solution
SaaS Platform for Alternative Investment
Intelligent Trading Platform
Trading Community Platform
Modernization of Online Brokerage Software
Investment Management Solutions Tailored to Your Sector
Wealth Management Firms
- Client-facing portals
- Advisory workflow automation
- Portfolio performance reporting tools
Investment and Asset Management Firms
- Portfolio management platforms
- Trading tools
- Performance analytics systems
Stock Exchanges and Brokerage Platforms
- Order management systems
- Market data integrations
- Trading infrastructure
Hedge Funds and Private Equity Firms
- Fund administration tools
- Risk monitoring dashboards
- Investor reporting systems
Pension & Retirement Fund Administrators
- Fund management platforms
- Compliance reporting tools
- Beneficiary portals
Insurance Companies
- Investment-linked product software
- Asset-liability management tools
- Regulatory reporting systems
What Our Clients Say
Velvetech follows a multi-layered security approach to protect sensitive financial information and maintain compliance with industry regulations. Every software for investment managers we deliver is built with robust encryption, secure authentication, and role-based access controls.
We also integrate advanced monitoring systems to detect and prevent unauthorized activities in real time. Our development process adheres to world standards and requirements, ensuring that your investment management platform is both secure and audit-ready.
Alternative Investment Management
Tools designed exclusively to support alternative investment operations allow businesses to unlock all opportunities that this popular sector offers. While there is high market volatility and fluctuating yields, it’s a good moment to leverage a new investment portfolio that adds asset diversification and increases income.
Whether you want to deliver a full-fledged SaaS platform for investors or build a solution that will help you boost profits, our team of experts is here to assist you. We’re driven to implement software that helps enhance access to small business finance and support retail investors and financial advisors in their endeavors.
Start with a discovery call and assessment
Robust Investment SaaS Platform
Admin Back Office
With the admin portal, you get access to tools that allow for configuring settings, managing user accounts, tracking investment analytics, and performing general admin activities.
Investor Portal
Provide investors with popular features like performance reports, investment updates, and financial statements to help them accelerate fundraising and scale operations.
Partner Portal
If you plan to build a SaaS platform that includes participation of intermediaries, consider delivering a portal to allow them to easily manage their part of the process.
Mobile App
Complete your investment solution with a mobile app to extend services to mobile devices and let your investors benefit from on-the-go access to the platform’s features.
Marketing Platform
Enhance your SaaS product’s reach and cater better to your target audience by including a solution to manage your marketing efforts and promote the investment platform.
Data Analytics and Reporting
With analytics and custom investment reporting software, you can easily evaluate performance, industry trends, economic cycles, and other valuable data to make informed decisions.
Integration Capabilities
Facilitate interoperability and data exchange with third-party systems to leverage all investment tools with our API integration services, webhooks, and connectors.
Collaboration Tools
If you want to enable communication among the platform’s users, whether they are investors or partners, implement collaboration features into your solution environment.
Billing and Subscription Management
Billing and Subscription Management
To support seamless management of user subscriptions, billing, and payment processing, we can build for you a separate module that will help you optimize these operations.
Investment Software Features to Address Your Needs
Software built for Investment management handles capital, drives decisions with real financial consequences, and operates within a tightly regulated environment where errors are costly and trust is hard to rebuild. That’s why the features your platform needs define whether your team can operate with confidence day to day.
At Velvetech, we approach investment management software development with the focus on capabilities that matter most to your business, from front-office trading tools to back-office compliance workflows. Every solution is designed to integrate cleanly into your existing infrastructure, scale with your portfolio, and meet the regulatory standards your clients and auditors expect.
Over 20 Years of Experience in the Field
Before starting Velvetech, its founders had been delivering IT solutions to the FinTech sector for years. And investment management software was no exception. A strong interest and deep expertise set the stage for the quick development of a team and efficient practices that helped many companies meet their needs.
We rely on our industry knowledge and technology skills to drive the development of software for investment and financial asset management. Focusing on each client’s case, our team helps companies create digital products for processes like origination, due diligence, performance, investor control, and returns.
Boost investment management with our solutions
Reinforce Your Investment Solution with Powerful Tech
Blockchain & Smart Contracts
Bring full transparency and control to your financial workflows with blockchain technology. Use smart contracts for reliable automation, staking logic, and decentralized decision-making.
AI & Machine Learning
Ensure informed decision-making and improve portfolio performance with AI-powered insights. Use machine learning models to automate strategy optimization and deliver personalized investor experiences.
Cloud-Native Architecture
Achieve elastic scalability and infrastructure resilience through cloud-native deployment. Build and manage your investment platform on AWS, Azure, or GCP with maximum cost-efficiency.
Business Intelligence
Gain deeper insights from your investment data to drive strategic growth and competitive advantage. Leverage BI tools to analyze market trends, forecast portfolio outcomes, identify new opportunities, and optimize asset allocation for maximum returns.
We’d like to provide a straight answer, but you know the drill. Investment software development costs vary widely based on what you’re building. The main drivers are the scope of functionality, number of third-party integrations, security and compliance requirements, and team composition. Rather than working from averages, the most reliable starting point is a scoping session where we can assess your needs and provide a grounded estimate.
Compliance and Regulatory Expertise
Investment Software Development Process We Follow
Discovery and Requirements Analysis
As the first step, we help you avoid misaligned scope and wasted budget by diving into the essence of your business operations, tech environment, and goals.
Architecture Engineering
Here, our team elaborates on the infrastructure that doesn’t buckle under market pressure. We consider low-latency execution, real-time data throughput, and scalability.
Agile Development in Two-Week Sprints
Exclude slow delivery and opaque progress from the development process. Only defined deliverables, regular demos, and a shared backlog that you can access at any time.
Financial-Grade QA and Performance Testing
This step eliminates bugs that can surface in live environments. We run stress tests, edge-case scenarios, and compliance validation against your actual data and business rules.
Third-Party and Data Feed Integration
Your investment software never operates in isolation. We manage the complexity of connecting your platform to market data providers, custodians, brokerage APIs, and reporting systems.
Deployment, Monitoring, Support
Going live is not the finish line, so we keep refining your solution post-launch. Since our team knows your codebase well, they can quickly mitigate any instability and reduce downtime.
Technology We Use to Build Custom Investment Management Software
.NET Core, Python, Node.js
React, Angular, Vue.js
AWS, Azure, Google Cloud
MS SQL, PostgreSQL, Oracle, Redis
Apache Kafka, Apache Spark, Elasticsearch
TensorFlow, PyTorch, scikit-learn
Bloomberg API, Refinitiv, FIX Protocol
Vault (HashiCorp), OAuth 2.0 / OpenID Connect
As usual, the timeline depends on the scope and complexity of the platform. For example, a focused solution, such as a client portal or reporting tool, can typically be delivered in 3 to 6 months. A full-scale platform, like alternative investment software, with multiple integrated modules, third-party data feeds, and compliance workflows generally takes 9 to 18 months.
Key factors will be the number of features and integrations, regulatory requirements, and whether you’re building from scratch or modernizing a legacy system.
