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At TechMagic, we understand the unique challenges and opportunities in today's wealth tech landscape. Our solutions are designed to attract high-net-worth individuals and empower your firm to thrive.
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We automate the most time-consuming tasks like portfolio management, order execution, and reporting.
We build scalable solutions that adapt to your growing client base and evolving investment strategies.
With advanced analytic tools find hiden opportunities in data overload.
Stay ahead of the curve with built-in compliance features and automatic updates.
We create educational resources, investment recommendations, and powerful portfolio analysis tools. Empower your investors to make informed decisions and take control of their financial future.
Let people manage finances with automated investing features and goal-setting tools that streamline wealth management, saving investors valuable time.
Our mobile-friendly solutions and innovative features allow investors to manage their portfolios and investments from any place, anytime.
We prioritize investor security. Our software implements robust security measures like encryption and multifactor authentication to safeguard sensitive financial data.
By leveraging a combination of technical prowess, industry knowledge, and a client-centric approach, we develop robust wealth management system architecture and reliable investment software solutions. From building robo-advisors powered by advanced algorithms to developing algorithmic trading platforms with high-frequency execution capabilities, we help you stay ahead of the curve. Our team utilizes scalable and secure frameworks like AWS to ensure your software can handle complex financial calculations and high transaction volumes with ease. Following a user-centric approach we also create intuitive and user-friendly interfaces that cater to diverse investor needs and preferences.
We design and develop mobile applications that enable your customers to access their investment portfolios, monitor performance, receive notifications, and execute transactions on the go. We integrate features like real-time market data feeds, push notifications for critical updates, and biometric authentication for enhanced security. And, of course, we ensure compliance with relevant mobile app store guidelines and security regulations.
We provide investing app development services of portfolio management software that facilitates investment tracking, asset allocation, risk assessment, performance analysis, and reporting. Our solutions leverage modern data visualization techniques to provide investors with clear and actionable insights into their portfolios. We integrate with various financial data providers to ensure access to real-time and historical market data for accurate portfolio analysis. Additionally, we offer features like scenario modeling and backtesting to help investors make informed investment decisions and mitigate potential risks.
We offer the development of software solutions that address compliance requirements and regulatory frameworks. Our team stays up-to-date with the latest compliance requirements like KYC/AML and data privacy regulations (e.g., GDPR, CCPA). We integrate compliance features directly into your software, ensuring adherence to regulatory requirements and protecting your business from potential legal and financial risks. You can get ongoing compliance monitoring and advisory services to help you navigate the constantly evolving regulatory landscape.
Gain valuable insights into your wealth management operations with comprehensive reporting and analytics solutions. We develop customizable reports and dashboards that provide real-time data on key performance indicators (KPIs) tailored to your business requirements. Our solutions empower you to track progress, identify trends, and make data-driven decisions to optimize your operations and achieve your financial goals.
Seamlessly connect your wealthtech platform with existing third-party systems and data sources using our integration services. We ensure secure and reliable data exchange between your software and external systems, eliminating manual data entry and streamlining workflows. Whether it's integrating with CRM systems, market data feeds, or payment gateways, our team has the expertise to handle complex integrations and ensure your wealthtech platform operates efficiently within your broader ecosystem.
Safeguard the sensitive financial and personal information of your clients through the development of robust security measures, encryption techniques, data privacy frameworks, multi-factor authentication, access controls, and regular penetration testing to safeguard sensitive financial information. Our development practices adhere to industry-leading security standards like PCI DSS and SOC 2. We also offer data privacy compliance solutions to help you meet your obligations under relevant regulations.
We offer integration of wealth management software with Customer Relationship Management (CRM) systems of your choice to enhance client relationship management, and communication resulting in a better user experience. Centralized investor data, tracked interactions, and personalized communication for higher customer satisfaction. CRM integration services ensure seamless data exchange between your wealthtech platform and your chosen CRM system, providing a unified view of your investors and their financial information.
After product release, TechMagic offers ongoing support, maintenance, and enhancement services to ensure the smooth operation of wealth management software, bug fixes, security updates, and feature enhancements.
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Boost efficiency and cut risks
Deliver exceptional investor experiences
Ensure unwavering regulatory compliance
Advanced AI for insightful analysis
Seamless cloud technology for scalability and security
Proven experience in building robust wealth management solutions
Building a micro-investment app for an Australian fintech company
Case study
Multiregional micro-investing app with its own token and reward system. “Thanks to TechMagic, we were able to experience a 700% increase in Bamboo active users due to the new features and capabilities they added”.
CEO BAMBOO
We prioritize the development of applications that strictly adhere to stringent data security standards, safeguarding sensitive customer information and preventing unauthorized access.Our commitment to maintaining the highest level of trust in our wealthtech app is demonstrated through regular assessments and updates to our robust security measures. These measures are continually adapted to address evolving threats and ensure compliance with the latest industry regulations.Some of the key industry regulations we comply with include the following:
Build investment management software that empowers your user for better investment decision-making
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Immerse yourself in the power of our dedicated team model, offering a specialized group of experts wholly committed to driving the success of your digital solutions. Experience the flexibility to scale your development team based on project requirements, foster transparent communication, and maintain direct control over the entire development process. With a united vision and ongoing collaboration, your project thrives with an engaged workforce dedicated to achieving milestones efficiently.
Gain peace of mind with our fixed price model, ensuring certainty in your project's budget and delivery timeline. We provide a comprehensive project plan, a range of services, and a fixed budget, promoting transparency and eliminating any financial surprises. This model is perfect for well-defined software development projects with clear specifications. From initiation to completion, rest assured that your project will be delivered on time, within the agreed-upon scope, and with a predetermined budget.
Forge a strategic partnership with us to establish a dedicated R&D center that seamlessly extends your team. This model provides access to a pool of skilled fintech software developers, cutting-edge infrastructure, and a collaborative environment. Drive continuous innovation, stay ahead of industry trends, and foster long-term growth through a strategic R&D partnership with a financial software development company.
You’re looking for a reliable tech partner with fintech expertise
Your goal is to build a user-friendly wealthtech solution using the best SDLC practices
You might need architect-level advisory from the vendor side
You care about application security and financial compliance
You’re ready to find out how TechMagic follows a mature engineering process
You want to start wealth management app development without UX/UI and software requirements
You don’t have technical decision-makers on your side like CTO or VP of Engineering
You want to have the full version of your app ready in a few weeks from now without working on MVP first
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. We are guided not only by functionality but by business logic to ensure the creation of a profitable app aiming to engage a target audience.
View moreDelivering web and mobile app development services our engineers build straightforward and robust wealth management apps with solution architecture and third-party integrations (based on MVP projects if needed).
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. We do everything possible to ensure simple investment processes and meet user's expectations by incorporating the hottest future trends.
View moreAt TechMagic, we enable businesses from the FinTech industry in the speed of delivery, zero downtime, continuous integration, deployment, testing, and cloud readiness to stay relevant and agile among competitors. Wealth managers, asset managers, financial advisors, people managing their finances themselves - everyone is sure your platform or app will run smoothly.
View moreOur experienced QA engineers specialize in automated, manual, performance, compatibility, functional, and integration testing. We guarantee accurate, safe, and seamless apps that automate your process. Starting with secure access and integrated solutions, we check each wealth management software update before release, understanding the importance of keeping high level of software development.
View moreThrough web development we implement a remote access security policy to protect privileged credentials, and financial transactions, audit compliance, and reduce data loss prevention that would increase user experience and trust.
View moreWe have extensive experience developing fintech solutions. Our director of fintech is a leading wealth tech expert with experience being VP of an American bank. To learn more about it - please contact us. We’ll gladly provide you with as detailed information, as we can share.
You have full control over the development process and a team. You can access any team member when you need it. We do not hide developers behind PM’s back. All decisions are made with your approval or as much of your involvement as you’re comfortable with.
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.
