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Wealth Management Firm Software

We provide a full spectre of wealth management and investment software development services, from idea to realisation.
Wealth Management and Investment Software Development

TechMagic enable to digitalise banking operations, create investment proposals, keeping wealth and advanced real-time analytics enhancing customer experience to make appropriate investment decisions.

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Wealth Management and Investment Software Development Services We Provide:
01
Custom wealth tech software developmenticon

From product conceptualisation to design, programming, testing, and post-release support, we create unique software mobile and web apps to solve your challenges with optimal tool stack and best development practices into life. Develop scalable and secure wealth tech software with TechMagic!

02
Fintech regulatory compliance auditicon

During personal investing app development, we align with new fintech standards where compliance software is no longer effective. Strategically and legally, we endure regulatory compliance requirements, manage regulatory risks and achieve real-time visibility for threats.

03
KYC & AML software developmenticon

As a wealth management firm, we create software that identifies the customers and collects all their data. This will streamline user verification processes while keeping you in compliance with local laws.

04
Blackbox underwriting softwareicon

To make more precise, data-driven underwriting decisions and extract insights from customer behaviour (such as past purchases, average speed, and miles for insurance), we gather, analyse and highlight the data points to facilitate risk differentiation.

05
Third-party integrationicon

To strengthen your functionality, we integrate the app with clients' bank accounts, utility providers, credit scores, providers, and insurance companies using the right tool sets.

06
Reportingicon

We create a comprehensive history of all transactions and various in-person, electronic, and paper-based reporting options. Reporting allows you to analyse your company's operations and risk profile to make better decisions.

Our Development Stack
React Native
React Native
Node.js
Node.js
Vue.js
Vue.js
Angular
Angular
Next.js
Next.js
Nest.js
Nest.js
AWS
AWS
Java
Java
Kotlin
Kotlin
Need more information?

Contact us to discuss all benefits of this model for your specific business.

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We are glad to welcome you!

Yulia LisovskaYulia LisovskaPartner Engagement Manager
TechMagic 
We cover all needs of wealth management and investment software development:
Discovery and prototyping
Discovery and prototyping of your wealth management solution

Before wealth management software development starts, we get a comprehensive picture of the project by defining a timeline, plan, and budget, creating the project scope and assembling a dedicated team of top-rated specialists.

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Discovery and prototyping
Discovery and prototyping of your wealth management solution

Before wealth management software development starts, we get a comprehensive picture of the project by defining a timeline, plan, and budget, creating the project scope and assembling a dedicated team of top-rated specialists.

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Web and mobile development
We build and launch scalable web and native mobile applications

Delivering web and mobile app development services, our engineers build straightforward and robust applications with solution architecture and third-party integrations based on MVP projects as needed.

UX/UI design
We ensure seamless user experience to keep high user satisfaction rate

When creating the design, our UI/UX designers do user and market research, perform product audits and construct prototypes, and UI design enhances app functionality, usability, accessibility, performance and interactions.

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DevOps
Choose dedicated or managed DevOps services to guarantee continuous deployment

At TechMagic, we enable businesses from FinTech, MarTech, Healthcare and HR Tech industries in the speed of delivery, zero downtime, continuous integration, deployment, testing and cloud readiness to stay relevant and agile among competitors.

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Quality assurance
We can set test automation from scratch to reduce error risk

Our experienced QA engineers specialise in automated, manual, performance, compatibility, functional and integration testing. We guarantee accurate, safe and seamless apps that automate your process.

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Security
We provide penetration testing and security trainings to maximise data protection

Through web development, we implement a remote access security policy to protect privileged credentials, audit compliance and reduce data loss prevention that would increase user experience and trust.

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Why TechMagic
Years of relevant experience

With over 8 years of FinTech expertise, we have developed hundreds of solutions taking full responsibility for technologies, inside development process and dedicated teams.

1
High-security standards

Our specialists leverage your customer data, secure encryption protocols and authorisation methods to protect your software from cyber threats.

2
Cost-effectiveness

During personal wealth management development, we define business and client needs and significantly cut expenses by delivering what your company requires. It improves operational efficiency, STP, scalability, and complexity.

3
Business mindset

We specialise in leading-edge technologies to keep a robust, digital and modern approach to your client service. Focusing on meeting rising expectations and ensuring resilience and continuity, TechMagic streamline investment and wealth management processes.

4
FAQs
What is wealth management?

Wealth management is an investment advisory service that manages clients' needs based on the holistic financial picture. Wealth management development includes tax, financial and estate planning and investment management.

What is private wealth management?

Private wealth management is a practice that addresses financial planning and investment management for individual or accredited investors. Wealth management development handles investing portfolios or planning finances to reach financial goals.

Let’s turn ideas into action
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