Asset & Wealth Management Platform

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 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

Robo-advisory

  • Customizable automated strategies suggestion engine
  • Quick forecast visualization
  • Automatic allocation and rebalancing

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