Fintech

Custom wealth & investment management software development company

We build investment solutions that drive revenue &  make wealth management easy.

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Company update 1011493

Asset management software development for wealth managers

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investment portfolio management icon
Investment portfolio management software

Build a centralized investment portfolio management software to streamline the management of your client's investment portfolios. Get granular insights into portfolio performance, risk allocation, and asset allocation.

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Secure and scalable wealth management infrastructure

Design and build a secure and scalable wealth management infrastructure. Our solutions protect sensitive financial data, handle high transaction volumes, and maintain operational efficiency and regulatory compliance.

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Customizable wealth management app

Develop a user-friendly mobile app for your clients to access their portfolios, manage transactions, and receive real-time updates. With our responsive designs that cater to various devices, your app's users get a seamless wealth management experience.

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Data-driven risk management solutions

Implement advanced risk management solutions to monitor market volatility, identify potential risks, and safeguard your clients' investments.

Our wealth management software development process

This is how we work

01

Analyze

  • Budget Consulting
  • Strategy Consulting
  • Product Discovery Workshop
02

Discover & Define

  • UX Research
  • Product Roadmap
  • UX Design
  • UI Design
03

Deliver & Scale

  • Product Development
  • DevOps Architecture
  • Continuous User Feedback & Delivery
04

Expand

  • Recruit your own team with our help

Why build your financial software with us?

At Pragmatic Coders, we go beyond software development.

Our business value-oriented teams work towards creating fintech software products that achieve product-market fit, are user-friendly, and reliable.

Get going or make your current fintech app better with us.

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Research-based design

Research-based design

Design is much more than just pretty colors.

We design investment software based on UX research insights to ensure it not only looks great but is also super-intuitive and precisely addresses users' needs.

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Business product management

We don't build fintech software just for the sake of it.

Our developer teams are supported by experienced Product Managers who oversee the product's profitability.

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Fast & agile software development

We follow modern Agile approaches like Continuous Delivery or Test-Driven Development.

Each fintech app we build undergoes multiple closed beta testing phases during development. Then, launching them is just “one-click.”

Financial software solutions expertise

Financial software solutions expertise

Challenger banks for UK's fintech startups, OTC trading platforms, blockchain cryptocurrency exchange, POS apps and more.

  We've been successfully helping big and small financial institutions build their financial software since 2014.

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Atom Bank: Establishing an entirely new, remote team for the UK’s first fully digital bank

Atom Bank was looking for a solution that could increase their ability to deliver business changes fast. We've provided experienced, high-quality programmers to complement the existing UK team and add engineering capacity.

Read The Case Study

Secure fintech software development

Technical skill is not the sole determinant of success.
We recognize the distinct challenges and regulatory requirements of the financial sector.
That’s why we ensure the wealth management software we build is always secure and compliant with all the fintech regulations and standards.

SOX-1
SOX
AML
AML
Dodd-Frank

Dodd-Frank

Basel III
Basel III
MiFID II

MiFID II

FACTA

FACTA

PNG_GDPR-e1672263252689

GDPR

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PSD2

Investment software development FAQ

Everything you need to know about wealth management solutions before partnering with software developers.

What is wealth & investment management?

Wealth and investment management is a broad term that encompasses the process of planning, managing, and investing assets to achieve financial goals. 

It involves many services, including investment portfolio management, risk management, financial planning, and estate planning.

  • Investment portfolio management: Select and allocate investments to meet financial goals.
  • Risk management: Identify, assess, and mitigate investment risks.
  • Financial planning: Create a comprehensive financial plan to achieve goals.
  • Estate planning: Ensure asset distribution according to wishes upon death.

Who are custom wealth and investment management software development services for?

Custom wealth and investment management software development services are tailored to a wide range of clients in the financial services industry, including:

  1. Wealth managers: Asset management software provides investment managers with integrated, personalized, and automated solutions.
  2. Financial advisors: Custom finance software streamlines your workflow, generates comprehensive reports, and offers customized advice.
  3. Institutional and individual investors: With personalized investment management software, you can easily get centralized access to financial data, performance tracking, and investment insights.
  4. Financial institutions: To bring innovative investment solutions to life.

How can investment management software benefit my business?

Investment management software can bring a multitude of benefits to your business, including:

  • Streamlined operations: By automating many manual tasks involved in managing investments, such as portfolio rebalancing and transaction processing, investment management software can significantly streamline your operations and free up your time to focus on more strategic activities.
  • Enhanced risk management: Investment management software can help you identify and assess potential risks in your investment portfolios. With it, it's easier to mitigate those risks and protect your clients' investments proactively.
  • Personalized client recommendations: Investment management software can provide you with data-driven insights into your client's investment needs and goals, allowing you to deliver personalized recommendations that are tailored to their specific circumstances.
  • Fostered long-term relationships: By providing clients with a centralized platform to access their investment information, manage their portfolios, and receive real-time updates, investment management software can foster stronger relationships with your clients and enhance their overall investment experience.

What are the key features of a robust investment management system?

A robust investment management system should encompass a range of essential functionalities, including:

  • Portfolio management: The ability to create, track, and analyze investment portfolios across various asset classes, providing granular insights into portfolio performance, risk allocation, and asset allocation.
  • Risk assessment: Robust risk assessment capabilities to identify, measure, and monitor potential risks associated with investment portfolios, enabling proactive risk management strategies.
  • Client onboarding: Seamless client onboarding processes to streamline the registration, verification, and profile management of new clients.
  • Transaction processing: Efficient transaction processing capabilities to handle financial transactions, seamlessly integrate with various payment gateways, and maintain accurate records.
  • Reporting: Comprehensive reporting capabilities to generate detailed reports on portfolio performance, risk metrics, transaction history, and adherence to regulatory compliance requirements.

Choose trusted partners with a proven track record

We've been helping many startups and well-established companies upgrade their financial services with our custom software development services since 2014.

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What our fintech clients say about working with us

I'm impressed by how flexible Pragmatic Coders is (...). Culturally, they're a really good fit for us, and the team is very responsive to feedback. Whenever I ask them to do something, they look at it, and they're not scared to push back. I've found it very easy to work with them — we have more of a partnership than a client-supplier relationship. 

Simon Dawson

Simon Dawson

Head of Engineering, Atom Bank

The entire focus was on the product and the customer, and I loved it. (...) The team was turning up with solutions to problems I didn't know we had.

tony kelly

Tony Kelly

Core Team Member, Common Wealth

(...) Pragmatic has highly skilled engineers available immediately but most importantly, passionate people who love what they do and learn new things very quickly. I recommend Pragmatic Coders to anyone who requires expert software development no matter the stage of their business.

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Pawel Oltuszyk

CEO, Frost

We used to work in a very fast and dynamic way, made decisions quickly, based on data and research. We found out quickly that often software development teams aren’t so dynamic in the delivery of the agreed scope. We contacted and tested the cooperation with a couple of them. Finally, we found the perfect match – Pragmatic Coders.

Sylwester Szczepanek

CEO, Exchangecoin

It’s very notable that they were able to kind of challenge our views on how we should build trading software. (...) Also, the relationship that exists between their product owner and their development team is extremely good. If I were to start BLOC-X again, I would make the same choice in choosing Pragmatic Coders.

Andrew-Toumazi

Andrew Toumazi

CEO, BLOC-X

Our other fintech software services

Let’s talk

We've got answers on anything connected with software development.

Ask a question

You can ask us a question using the form below. We will respond as soon as possible.

Schedule a meeting

You can also schedule an online meeting with Wojciech, our Senior Business Consultant.

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Wojciech Kniżewski
Senior Business Consultant
Schedule
8 out of 10

founders who contacted us wanted to work with our team.

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