Wealth Management Software Development

TechMagic brings together in-depth knowledge of the wealth management and investment industry, software development expertise, and close collaboration with stakeholders and compliance experts to deliver advanced solutions tailored to your needs.
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Wealth Management Software Development Services We Provide:
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Custom WealthTech Software Development
Custom WealthTech Software Development

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.

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Mobile Wealth Management App Development
Mobile Wealth Management App Development

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.

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Investment Portfolio Management Software
Investment Portfolio Management Software

We provide investing app development services of portfolio management software that facilitates investment tracking, asset allocation, risk assessment, performance analysis, and reporting.

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Compliance and Regulatory Solutions
Compliance and Regulatory Solutions

We offer the development of software solutions that address compliance requirements and regulatory frameworks, such as Anti-Money Laundering (AML), Know Your Customer (KYC), and SEC regulations.

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Reporting and Analytics Solutions
Reporting and Analytics Solutions

Get reporting and analytics tools created based on your goals, that provide your customers with in-depth insights into investment portfolios, performance metrics, risk analysis, and compliance reporting.

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Integration Services
Integration Services

We ensure seamless data flow and operational efficiency within the integration of wealth management software with existing systems, third-party applications, financial data providers, and trading platforms.

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Data Security and Privacy Solutions
Data Security and Privacy Solutions

Safeguard the sensitive financial and personal information of your clients through the development of robust security measures, encryption techniques, data privacy frameworks, and multi-factor authentication.

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CRM Integration
CRM Integration

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.

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Support and Maintenance Services
Support and Maintenance Services

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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Custom WealthTech Software Development
Mobile Wealth Management App Development
Investment Portfolio Management Software
Compliance and Regulatory Solutions
Reporting and Analytics Solutions
Integration Services
Data Security and Privacy Solutions
CRM Integration
Support and Maintenance Services
Industry recognition
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Join our 120+ satisfied clients

and leverage our industry-leading expertise to stay ahead of the curve in the fast-moving digital landscape!

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Discover Our Featured Case
TechMagic helped Bamboo to get a 700% increase in active users due to new features
TechMagic helped Bamboo to get a 700% increase in active users due to new features

Building a micro-investment app for an Australian fintech company

Case study
Blake Cassidyicon

We interviewed seven highly recommended tech consulting groups and decided to use TechMagic due to their superior systems and processes. Thanks to TechMagic, we were able to experience a 700% increase in Bamboo active users due to the new features and capability they added.

Blake Cassidy

Chief Executive Officer at Bamboo

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Technologies and Platforms We Use
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Estimate my project

Get a detailed estimate of your project with all risks included.

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TechMagic builds secure wealth management solutions

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:

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Core features of wealth management software and personal investing app development may include
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Portfolio management
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Financial planning
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Client onboarding
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Risk assessment
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Analytics and reporting
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User authentication

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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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 a 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 perform wealth management software testing

Our experienced QA engineers specialize 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 training to maximize 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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TechMagic is your choice when:
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You’re looking for a reliable tech partner with fintech expertise

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Your goal is to build a user-friendly wealthtech solution using the best SDLC practices

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You might need architect-level advisory from the vendor side

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You care about application security and financial compliance

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You’re ready to find out how TechMagic follows a mature engineering process

Not a fit:
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You want to start wealth management app development without UX/UI and software requirements

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You don’t have technical decision-makers on your side like CTO or VP of Engineering

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You want to have the full version of your app ready in a few weeks from now without working on MVP first

Want to build secure and compliant wealthtech solution?

Contact experienced fintech development team to discuss your project.

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We also provide
FAQs
What experience do you have developing wealth management software?

We have extensive experience developing fintech solutions. Our director of fintech is leading wealth tech expert with experience being VP of American bank. To learn more about it - please contact us. We’ll gladly provide you with as detailed information, as we can share.

How much control do I have over development process?

You have full control over 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 with as much of your involvement, as you’re comfortable with.

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.