Knowledge base

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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We’re trusted by
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Trust building or improving your wealth management application to seasoned professional

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 build wealth management apps and software that address the main wealth management challenges

For financial institutions

Increase efficiency

We automate the most time-consuming tasks like portfolio management, order execution, and reporting.

Scale confidently

We build scalable solutions that adapt to your growing client base and evolving investment strategies.

Get actionable insights from the data

With advanced analytic tools find hiden opportunities in data overload.

Navigate Regulations with Ease

Stay ahead of the curve with built-in compliance features and automatic updates.

For investors

Knowledge at 
the fingertips
Knowledge at the fingertips

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.

Automated 
investments
Automated investments

Let people manage finances with automated investing features and goal-setting tools that streamline wealth management, saving investors valuable time.

On-the-go access
On-the-go access

Our mobile-friendly solutions and innovative features allow investors to manage their portfolios and investments from any place, anytime.

Security protocols 
to safeguard
Security protocols to safeguard

We prioritize investor security. Our software implements robust security measures like encryption and multifactor authentication to safeguard sensitive financial data.

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. 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.

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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. 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.

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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. 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.

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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. 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.

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Reporting and Analytics Solutions
Reporting and Analytics Solutions

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.

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Integration Services
Integration Services

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.

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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, 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.

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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. 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.

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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.

Custom Solution
Mobile Application
Investment Portfolio
Compliance
Reporting and Analytics
Integration Services
Data Security and Privacy
CRM Integration
Support and Maintenance
Industry recognition
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Learn top trends of wealth management shaping the future

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Who may benefit from our expertise
Open-end funds
Closed-end funds
Unit investment trusts
Hedge funds
Private equity funds
Venture capital funds
Socially responsible investing firms
Donor-advised funds
Empower your wealth management and investment company with custom-built software to:
Boost efficiency and cut risks

Boost efficiency and cut risks

Deliver exceptional investor experiences

Deliver exceptional investor experiences

Ensure unwavering regulatory compliance

Ensure unwavering regulatory compliance

Empower your wealth management 
and investment company with custom-built software to:
Leverage TechMagic's expertise in:
Advanced AI for insightful analysis

Advanced AI for insightful analysis

Seamless cloud technology for scalability and security

Seamless cloud technology for scalability and security

Proven experience in building robust wealth management solutions

Proven experience in building robust wealth management solutions

Leverage TechMagic's 
expertise in:

Join our 120+ satisfied clients

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

Contact us
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See one of our featured fintech cases
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

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”.

Blake Cassidy

CEO BAMBOO

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Technologies and platforms we use for wealth management solutions
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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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Take financial planning to another level!

Build investment management software that empowers your user for better investment decision-making

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Key features of wealth management software and personal investing app development may include

Core functionalities

Advanced features

Usability and Security

Additional features

Portfolio Management

Track holdings, performance, and asset allocation across various accounts and investment types in a user-friendly manner.

Real-Time Data

Access live market data for stocks, bonds, ETFs, and other assets to make informed investment decisions.

Order Management

Create a safe environment for users to buy and sell securities seamlessly with easy-to-use order entry and execution tools.

Performance Tracking

Monitor investment operations efficiency, and portfolio performance over time, compare it to benchmarks, and generate detailed reports.

Risk Management Tools

Identify and assess potential risks associated with your portfolio based on risk tolerance and investment goals.

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Automated Investing

We can set up automated investment strategies like dollar-cost averaging or robo-advisor features for a hands-off approach.

Goal Setting & Tracking

Users define and set personal financial goals (retirement, college savings etc.) and track progress toward achieving them.

Scenario Modeling

Test different investment strategies under various market conditions to see how your portfolio might react.

Advanced Analytics & Reporting

Utilize sophisticated analytics tools to gain deeper insights into portfolio performance and identify potential opportunities.

Algorithmic Trading

Integrate algorithmic trading capabilities for faster execution and potentially higher returns (for sophisticated investors).

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User-Friendly Interface

An intuitive and easy-to-navigate interface that caters to both novice and experienced investors.

Customization

The ability to personalize dashboards, watchlists, and notification preferences for a more tailored experience.

Mobile App

Access your portfolio and investment tools conveniently on the go with a dedicated mobile application.

High-Level Security

Robust security features like encryption, multi-factor authentication, and regular penetration testing to safeguard sensitive financial data.

Regulatory Compliance

We ensure adherence to relevant financial regulations and data privacy laws, protecting sensitive data, and

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Educational Resources

Provide access to educational materials, articles, and tutorials to help investors make informed decisions.

Investor Community

Facilitate interaction and knowledge sharing among investors through online forums or communities (curated for safety).

Integration with Financial Tools

Seamless integration with existing financial tools like budgeting apps or accounting software for a holistic financial picture.

News & Market Analysis

Stay informed with integrated news feeds, market analysis, and expert insights.

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Engagement models for wealth management app development
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Dedicated Team

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.

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Fixed Price

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.

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R&D Center

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.

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

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. 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.

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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 wealth management apps with solution architecture and third-party integrations (based on MVP projects if needed).

UX/UI Design
We ensure a 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. We do everything possible to ensure simple investment processes and meet user's expectations by incorporating the hottest future trends.

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DevOps
Choose dedicated or managed DevOps services to guarantee continuous deployment

At 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.

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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. 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.

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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, and financial transactions, audit compliance, and reduce data loss prevention that would increase user experience and trust.

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FAQs
What experience do you have developing wealth management software?

We 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.

How much control do I have over the development process?

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.

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.

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Ross Kurhanskyilinkedin
Ross Kurhanskyi
VP of business development