Asset & Wealth Management Platform

Devexperts offers custom solutions for asset and wealth management firms, investment advisers, and family offices. Our solutions can be flexibly licensed or white-labelled for every customer.

Best FinTech Solution

Best Forex Platform

Best Forex Platform

We provide the software for:

On-boarding processes

Portfolio import and historical analysis
Electronic document processing
KYC

Goals-oriented investment strategies

Savings
Retirement planning
Post-retirement income
Goals tracking

Portfolio performance modelling and analysis

Scanner
Historical market data
Monte-Carlo simulation
Benchmarking
Risk vs return
Draw-downs

Rich periodical and on-demand reporting

Reports autogeneration
Efficient printing engine
Printed or electronic reporting

Self-service

Investor portal
Tax reports
Fees management

Let us help you with your business challenges

Contact us to schedule a call or set up a meeting