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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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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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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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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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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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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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.
Estimate a projectWe 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.
Estimate a projectAfter 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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Building a micro-investment app for an Australian fintech company
Case study
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.
Chief Executive Officer at 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:
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.
View moreDelivering 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.
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.
View moreAt 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.
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.
View moreThrough 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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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
Contact experienced fintech development team to discuss your project.
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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.
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.
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.
