Devexperts provides private banks, wealth management firms, and family offices with custom wealth management software, complete with all necessary integrations, modules, and features. Leverage our fintech expertise to build a solution tailored to your firm’s objectives.
Devexperts is ready to develop investment management software according to a client’s unique requirements, including any necessary modules.
Our solutions are built to scale and adapt to market conditions and client preferences.
Ensure continuous system maintenance and a smooth user experience.
Portfolio import and historical analysis
Integration with any CRM and KYC for wealth management to streamline client onboarding
Reports autogeneration with investment management software
Efficient printing engine for both printed and electronic reports
Customizable, rich periodical, and on-demand reporting
Cloud deployment optimizes infrastructure and reduces operational costs
On-premise installation meets strict compliance, privacy, and confidentiality standards for regulated institutions
Our tailored solutions leverage ready-to-use components from our existing trading platform framework. This enables us to deliver complex financial solutions significantly faster than other technology providers.
All of our QA engineers are ISTQB-certified and have a minimum of 3 years of experience in software quality assurance. Our solutions comply with regulatory requirements across major financial regions, including the SEC, FCA, CySEC, CMB, and JFSA.
We adhere to industry best practices, such as CMMI Level 5 and PMI standards, ensuring high-quality software development at a reduced cost and faster delivery times.
Our custom solutions include optional support for enhancements, upgrades, monitoring, and troubleshooting, with 24/7 customer support.
Our sales representatives will get back to you to discuss the details of your project.
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