Sfinitor Investment Software
Specializing in customized software development, Sfinitor designs and constructs complex investment solutions catering to diverse requirements. Examples encompass multi-functional wealth management systems and automated tools for specialized investment operations. Our offerings are tailored to address each client's unique needs effectively.
Software for optimizing investment portfolios
Awaiting collapsible script rebuild.
Streamlining corporate portfolio modeling, tracking, and performance report generation enhances operational proficiency. Employing sophisticated analytics for precise financial market prediction and risk reduction, optimizing investment performance.
Investment data management software
Awaiting collapsible script rebuild.
A unified approach for gathering, retaining, and analyzing financial information encompasses a broad range of data types such as portfolio, transactional, and market statistics. By integrating diverse sources, it enables access to precise, real-time feeds essential for informed investment decisions, adherence to regulations, reporting requirements, and risk mitigation strategies.
Accounting Software for Efficient Investments
Awaiting collapsible script rebuild.
Streamlined automation was implemented across key accounting functions such as transaction logging, invoicing, disbursements, and financial report generation to liberate fund managers' resources for strategic, high-impact assignments. The system accommodates all relevant accounting techniques, enabling precise recognition of income derived from various investment types specific to the company.
Compliance-focused Investment Monitoring Tool
Awaiting collapsible script rebuild.
Real-time surveillance ensures adherence of wealth portfolio management functions to internal regulations and applicable legal norms, encompassing local statutes. This safeguards against unethical investment conduct and minimizes potential fines due to non-compliance.
Manage client life cycles with software solutions
Awaiting collapsible script rebuild.
Manage and track investor data and relationships, ensuring complete transparency in all investor interactions throughout the client lifecycle. Implement automated Know Your Customer (KYC)/Anti-Money Laundering (AML) checks for new investors, safeguarding access to investment fund administration services.
Transfer agency software
Awaiting collapsible script rebuild.
Efficient automation of shareholder recordkeeping, investor account balancing, dividend distribution, and reporting serves to optimize the functionality of investment funds, ensuring timely delivery of interest and dividend payments to investors.
Investment Reporting Tool
Awaiting collapsible script rebuild.
Robotic Process Automation (RPA) streamlines the production and delivery of investor reports, ensuring prompt fulfillment of reporting duties. Investors stay informed about asset performance due to this automation.
Investor portals
Awaiting collapsible script rebuild.
Self-service investing platform offering seamless features such as registration, account administration, transaction handling, and additional functionalities. Offers instant, safe access to live portfolio data and reports for constant monitoring.
Investment platforms
Awaiting collapsible script rebuild.
Streamlining trading transactions, our platform eliminates the need for intermediaries while offering advanced AI-driven investment strategies. Designed to boost user value and fuel revenue growth by optimizing investments strategically.
Trading apps
Awaiting collapsible script rebuild.
24/7 cross-asset investment operations are facilitated by web and mobile client applications, catering to diverse asset classes such as real estate, renewable energy, cryptocurrencies (cryptosecurities, tokenized commodities, NFTs) among others, ensuring uninterrupted access.
Efficient Execution System Management
Awaiting collapsible script rebuild.
Streamlined handling of mass trading orders spanning various asset types and marketplaces. Seamless connectivity with market data systems and brokerage networks for optimal route planning and execution tactics, along with extensive post-trade analysis.
Robo-advisory software
Awaiting collapsible script rebuild.
AI-driven and algorithmic portfolio construction, tailored to investor risk appetites and financial objectives. Continuous real-time monitoring and automated rebalancing aim for optimal returns.
Who We Serve
Investment software development is a way to create custom IT solutions that help investment companies improve operational efficiency, minimize financial risks, enhance investor experience, and simplify regulatory compliance. Well established in artificial intelligence and specializing in cloud technologies, Sfinitor's engineering team crafts future-oriented solutions delivering near-perfect (99%+) analytical insights, automation of investment processes, and a robust, secure, and scalable technological infrastructure tailored for digital investment operations.
Comprehensive Guide to Essential Investment Software Features
Forward-Thinking Designs
Awaiting collapsible script rebuild.
Specializing in contemporary Service-Oriented Architecture (SOA) and microservices development, our team engineers agile digital investment systems. We offer tailored asset management solutions designed for scalability and adaptability to drive sustainable business expansion over time.
Advanced analytics
Awaiting collapsible script rebuild.
Sfinitor specializes in data science and artificial intelligence. We assist clients in integrating sophisticated analytics for profound financial market and asset price forecasting. This strategic tool enhances the effectiveness of wealth management and advisory services, thereby boosting investment returns.
Optimized Investor Journey
Awaiting collapsible script rebuild.
With a combined several-decades-long experience in web development and mobile technology, we develop robust client-facing applications featuring streamlined design and uninterrupted digital experiences. Our solutions enhance client interaction, delivering premium user experiences and empowering self-service capabilities. This results in increased CSAT scores and business revenue for your organization.
Smooth integrations
Awaiting collapsible script rebuild.
Specializes in seamlessly integrating investment solutions with business software applications such as CRM, accounting, and third-party systems like banking, credit rating, trading platforms, and financial data marketplaces. Additionally, provides pre-built APIs to enhance the extensibility of integration capabilities for custom solutions.
Guaranteed security
Awaiting collapsible script rebuild.
Employ cutting-edge security measures including AI-driven fraud prevention, biometric verification, encryption of investment transactions via hashing, ensuring robust protection against unauthorized intrusions and cyber threats for your investment platform.
Regulatory compliance
Awaiting collapsible script rebuild.
Our expertise assists clients in adhering to and sustaining compliance with international and local investment rules and data protection guidelines, including AML/KYC and OFAC, SEC, FINRA, FATCA, PCI DSS, SOC1, SOC2, GDPR (EU), NYDFS (NYC), and other regulations.
Connecting Globally - Here & Now
Offers strategic market entry guidance and innovative investment software development for wealthtech and capital market tech firms. Tailored Investment Software Solutions, Customized to Client Needs, Ready for Delivery.
Investment Software Consultation Services
Craft an ideal feature suite, architecture design, user experience (UX) and user interface (UI), along with a suitable tech stack tailored specifically for your unique solution. For software product firms, we offer thorough Talent Acquisition (TA) analysis, competitor assessment, and a Unique Selling Proposition (USP) delineation for the product. You'll receive a comprehensive project roadmap including cost and time estimates, a risk management plan, and guidance on security and compliance matters from our experts.
Software Development for Financial Investments
With hundreds specialized professionals in engineering, business analysis, project management, quality assurance, and data science, we offer comprehensive expertise in investment software development. We can seamlessly integrate into your project at any implementation phase. Key advantages include rapid project initiation within 1-2 weeks, frequent updates, and a transparent time-and-materials pricing model for optimal service transparency.
Modernize Investment Software for Efficiency
Struggling with underperforming investment software that you can't replace immediately? We can transform your outdated software's infrastructure, rewrite its codebase, and upgrade its technology stack. This evolution will equip it with the essential features, providing a contemporary investment solution swiftly with minimal interference in your business operations.
Why Businesses Choose Sfinitor
Google Partner since 2010.
A quality-first approach based on a mature ISO 9001 quality management system.
Agile approach to achieve efficient results in projects with vague scope.
Recognized for reliability, trustworthiness, and excellence in delivering value.
Expertise in engineering, cloud migration, AWS environment.
Expertise in delivering strategic solutions across the Microsoft Cloud.
Our Project Delivery Methodology
Comprehensive framework for managing scope, cost, resources, risks, and quality to ensure successful project delivery.
Success Stories
Explore how we've helped clients build impactful mobile apps tailored to their industry needs and business goals. Use the filters to browse our case studies by industry or region to find the most relevant projects.
National Air Traffic Controllers Association Informational Portal / Knowledge Hub with Membership & Association Management Toolkit
A national organization representing air traffic controllers and aviation safety professionals. The association operates as both a labor union and a professional community, with thousands of members across different facilities. Its responsibilities include contract negotiation, policy advocacy, internal communications, training support, and membership services.
Read more
Immigration Lawyer Mobile App with Secure Client Portal & Community Network
An immigration law firm working with individuals and families across North America and Europe. The team provides legal assistance for visa applications, asylum cases, work permits, and family reunification. In addition to 1:1 legal consultations, the firm has long supported immigrant communities through education and peer initiatives.
Read more
On-Demand Service Marketplace for Location-Based Provider Matching
A European startup launching a location-based platform for connecting individuals with local professionals — from handymen and electricians to cleaners and personal trainers. The goal was to allow customers to quickly find nearby service providers, compare availability, and book appointments directly through a map-based interface.
Read moreCost of Building Investment Software
Investment software development service costs can widely fluctuate due to factors like solution intricacy, project scale, team expertise, and additional requirements.The cost to develop a mid-complexity mobile investment app ranges from $120,000 to $200,000. On the other hand, creating an extensive investment management system incorporating advanced technologies can exceed $1,000,000 in investments.
Why Choose Sfinitor?
- Specializing in IT services for the financial sector
- Expertise in designing automated engineering solutions for intricate financial systems, specializing in streamlined workflows for wealth management. Accuracy in investment calculation is prioritized throughout these advanced designs
- Specializes in cutting-edge technologies: Cloud, AI/ML, Big Data, Blockchain
- Highly experienced financial IT compliance specialists ensure investment software adheres to mandated legal regulations
- Dedicated to global-standard security for investment management software
- Agile/DevOps proficient
- Prioritize enduring partnerships: Contribute 62% of our revenue from clients served over two years
- ISO 9001-certified quality system prioritizes excellence and performance
- ISO 27001-certified comprehensive security management
Investment Software Dev FAQs
The timeline for creating a Minimum Viable Product (MVP) of custom investment software, as observed by Sfinitor, ranges from approximately 8 to 16 weeks, contingent on the solution's intricacy. A client-ready application can be deployed within six months, while a fully-featured investment and wealth management system may require 9 to 15+ months for complete implementation.
Conducting a feasibility study is essential to ensure your proposed solution yields anticipated financial benefits. Sfinitor's team offers in-depth assessments, providing complimentary cost estimates tailored to your unique scenario.
Project Management Structure can be tailored to either your side or ours, contingent upon your preferred level of control over development processes and readiness to assume managerial responsibilities. Sfinitor offers three flexible models: full project management and delivery, provision of a dedicated team for specific project aspects, or supplementing your existing team with our top-tier professionals. To aid in decision-making, consult our comparison table that outlines the advantages and disadvantages of each outsourcing approach.
With a long-standing experience in cybersecurity and an ISO 27001-certified security management system, Sfinitor relies on a mature security strategy, tried-and-true tools, and skilled security specialists to ensure robust protection of our clients’ data and digital assets. Examples of specific security measures we apply include:
- Legally safeguarding customer confidential data via executed Non-Disclosure Agreements
- Establishing a secure project setup entails an isolated network and standalone physical servers, ensuring data leak prevention
- Ensuring secure client data and IT systems with permit-driven access controls, reinforced by multi-step verification processes for authorized access only
- Immediately upon project completion, we ensure prompt data deletion from our system for each client
Initial post-launch period saw the software team addressing and resolving issues for 1-3 months.
- Delivers user training upon request, answers queries, and troubleshoots user problems as necessary
- Oversees incident resolution, software alterations, and updates management
Following a period of 1-3 months, we will present ongoing maintenance and advancement for your tailored investment strategy. Additionally, L1-L3 technical assistance, routine security and compliance audits are offered as distinct services.
