Custom wealth & investment management software development company
We build investment solutions that drive revenue & make wealth management easy.
Our digital health software development process
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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.
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.
We ensure security and regulatory compliance
Technical expertise alone is not enough in such highly regulated sectors as fintech and banking.
We understand the unique challenges and requirements of the finance industry.
That’s why we ensure the software we develop is always secure and compliant with all the fintech regulations and standards.
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:
- Wealth managers: Asset management software provides investment managers with integrated, personalized, and automated solutions.
- Financial advisors: Custom finance software streamlines your workflow, generates comprehensive reports, and offers customized advice.
- Institutional and individual investors: With personalized investment management software, you can easily get centralized access to financial data, performance tracking, and investment insights.
- 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 a trusted fintech outsourcing company
Need to outsource fintech developers? We’ve assisted numerous small, medium, and large enterprises in overcoming challenges when establishing successful remote fintech software development teams or entire IT hubs in Poland.
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.
Pragmatic Coders pay attention to detail and understand the business domain correctly. They led us to a successful launch of our product this year. We’re happy with the effects of their work. Our team is still using the platform and building on top of it.
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.
It’s truly been a partnership. They have an in-depth understanding of our client base and what services we provide, anticipating evolving needs and addressing them by adding new features into our system. Their team also makes sure that there is a shared understanding so that what they deliver meets my organization's and our clients’ expectations.
(...) 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.
Our other fintech software services
Custom Financial Software Development Services
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