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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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.
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
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
Let people manage finances with automated investing features and goal-setting tools that streamline wealth management, saving investors valuable time.
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
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:
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 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
Industry Recognition
Who May Benefit From Our Expertise
Empower Your Wealth Management and Investment Company with Custom-built Software to:
Boost efficiency and cut risks
Deliver exceptional investor experiences
Ensure unwavering regulatory compliance
Leverage TechMagic's Expertise in:
Advanced AI for insightful analysis
Seamless cloud technology for scalability and security
Proven experience in building robust wealth management solutions
Join our 200+ satisfied clients
and leverage our industry-leading expertise to stay ahead of the curve in the fast-moving digital landscape!
certified experts
years on the market
happy clients
client NPS
See One of Our Featured Fintech Cases
TechMagic helped Bamboo get a 700% increase in active users due to new features
Building a micro-investment app for an Australian fintech company
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 capabilities they added.
Technologies and Platforms We Use for Wealth Management Solutions
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:
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.
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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.
Let’s turn ideas into action
Engagement Models for Wealth Management App Development
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.
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.
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:
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
Not a fit:
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
We Cover All Needs of Wealth Management and Investment Software 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).
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.
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.
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.
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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