Our Core Investment Software Development Services
Custom Solutions Development
With 20+ years of experience in financial software development, we build solutions for various needs — from web and mobile apps to complete SaaS products.
Integration with Third-Party Software
To ensure the maximum integrity and efficiency of your investment software, we’ll help you integrate it with key enterprise solutions and third-party tools.
Modernization of Your Existing System
If you want to upgrade your investment management solution with new features or migrate to the latest technologies, it’s the right moment to engage us.
A tailored solution gives you the tools and workflows designed specifically for your business model, rather than forcing you to adapt to generic systems. Through investment portfolio management software development, Velvetech can create platforms that centralize client data, automate reporting, and provide real-time performance info. This allows you to quickly adjust strategies, improve transparency with clients, and streamline compliance tasks, ultimately enhancing both portfolio outcomes and operational efficiency.
Boosting Investment Management
Portfolio Management Software
Relying on advanced data analytics, we develop robust tools that take investment portfolio management to the next level.
Trading Platforms
Increase the profitability of your transactions by leveraging trading solutions built to address your challenges and needs.
Robo-Advisors
With robo-advisors, get the advantage of automated algorithm-driven financial operations like planning and wealth management.
Brokerage Solutions
We implement feature-rich platforms for brokerage businesses to facilitate precise risk evaluation and market analysis.
Investment Accounting Systems
Streamline operations like payouts, transaction recordkeeping, billing, and financial reporting with accounting tools.
Client Lifecycle Management
If you want to manage easily every step of the client lifecycle, including KYC and AML, we’ll provide you with the right solution.
Alternative Investment Management
We develop innovative software to support companies that work with non-typical asset investments and want to drive growth.
Tokenized Asset Platforms
Gain access to fractional ownership and new capital streams with platforms that support compliant asset tokenization and automated revenue distribution.
CRM Systems
Unveil the power of communications and customer data management with our CRM services and the use of AI-Call Analytics.
DeFi Infrastructure Development
WEnsure full control over investment automation with non-custodial, scalable DeFi systems powered by smart contracts and modular architecture.
Ready to Innovate and Advance with Us?
TALK TO USWhat Our Clients Say
I have been working with Velvetech since 2012. I was looking for a local development team able to produce quality financial software products, and I am very glad that I’ve met Velvetech. We have successfully implemented and deployed to production several financial applications. It is a pleasure to work with Veltetech team. I would highly recommend them as a reliable software development partner.
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Of all the companies we spoke to, Velvetech was the one that had hands-on prior experience with Blockchain. Finding the Velvetech team was the best thing that happened to us. We were able to meet all our deadlines and ship our products on time. We look forward to collaborating with Velvetech in the Blockchain space and other future technological areas.
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Yuri is a talented software developer. Working together I was impressed with his dedicated business acumen, creative yet logical approach, and ability to provide multiple options to meet our software application development strategy. I highly recommend Yuri and Velvetech.
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Velvetech follows a multi-layered security approach to protect sensitive financial information and maintain compliance with industry regulations. Every software for investment managers we deliver is built with robust encryption, secure authentication, and role-based access controls.
We also integrate advanced monitoring systems to detect and prevent unauthorized activities in real time. Our development process adheres to world standards and requirements, ensuring that your investment management platform is both secure and audit-ready.
Alternative Investment Management
Tools designed exclusively to support alternative investment operations allow businesses to unlock all opportunities that this popular sector offers. While there is high market volatility and fluctuating yields, it’s a good moment to leverage a new investment portfolio that adds asset diversification and increases income.
Whether you want to deliver a full-fledged SaaS platform for investors or build a solution that will help you boost profits, our team of experts is here to assist you. We’re driven to implement software that helps enhance access to small business finance and support retail investors and financial advisors in their endeavors.
- Venture capital
- Hedge funds
- Real estate
- Commodities
- Tangible assets
- Cryptocurrencies
Need a Consultation? Talk to Us
CONTACT NOWRobust Investment SaaS Platform
Admin Back Office
With the admin portal, you get access to tools that allow for configuring settings, managing user accounts, tracking investment analytics, and performing general admin activities.
Investor Portal
Provide investors with popular features like performance reports, investment updates, and financial statements to help them accelerate fundraising and scale operations.
Partner Portal
If you plan to build a SaaS platform that includes participation of intermediaries, consider delivering a portal to allow them to easily manage their part of the process.
Mobile App
Complete your investment solution with a mobile app to extend services to mobile devices and let your investors benefit from on-the-go access to the platform’s features.
Marketing Platform
Enhance your SaaS product’s reach and cater better to your target audience by including a solution to manage your marketing efforts and promote the investment platform.
Data Analytics and Reporting
With analytics and custom investment reporting software, you can easily evaluate performance, industry trends, economic cycles, and other valuable data to make informed decisions.
Integration Capabilities
Facilitate interoperability and data exchange with third-party systems to leverage all investment tools with our API integration services, webhooks, and connectors.
Collaboration Tools
If you want to enable communication among the platform’s users, whether they are investors or partners, implement collaboration features into your solution environment.
Billing and Subscription Management
Billing and Subscription Management To support seamless management of user subscriptions, billing, and payment processing, we can build for you a separate module that will help you optimize these operations.
Software Features to Address Your Needs
- Investment Performance
- Asset Management
- Trade Order Management
- Client Onboarding
- Document Management
- Payment Integrations
- Investment Research
- Reporting and Analytics
- Risk Management
- Due Diligence
Over 20 Years of Experience in the Field
Before starting Velvetech, its founders had been delivering IT solutionsband services to the FinTech sector for years. And investment management software was no exception. A strong interest and deep expertise set the stage for the quick development of a team and efficient practices that helped many companies meet their needs.
We rely on our industry knowledge and technology skills to drive the development of software for investment and financial asset management. Focusing on each client’s case, our team helps companies create digital products for processes like origination, due diligence, performance, investor control, and returns.
- Full-Cycle Development
- Focus on Security
- Flexible Engagement Models
- Cost-Efficiency
- Tailored Approach
Boost investment management with our solutions!
BOOK A CALLReinforce Your Investment Solution with Powerful Tech
Bring full transparency and control to your financial workflows with blockchain technology. Use smart contracts for reliable automation, staking logic, and decentralized decision-making.
Ensure informed decision-making and improve portfolio performance with AI-powered insights. Use machine learning models to automate strategy optimization and deliver personalized investor experiences.
Achieve elastic scalability and infrastructure resilience through cloud-native deployment. Build and manage your investment platform on AWS, Azure, or GCP with maximum cost-efficiency.
Gain deeper insights from your investment data to drive strategic growth and competitive advantage. Leverage BI tools to analyze market trends, forecast portfolio outcomes, identify new opportunities, and optimize asset allocation for maximum returns.
Sure! Velvetech offers comprehensive post-launch support to ensure your investment software remains secure, up-to-date, and fully aligned with evolving business needs. Our services include performance monitoring, bug fixes, feature enhancements, and compliance updates, so your platform continues to deliver value long after launch.
