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Trusted Software Development Company By
Certified Wealth Management Software Developers By
Our Custom Wealth Management Software Development Services
Finance Software Development Company
Modern finance platforms built to simplify operational workflows, improve data visibility, and support smarter investment decision-making.
Robo-Advisory Software Development
Our team builds automated advisory systems that use client risk profiling, algorithms, and workflow automation to deliver personalized investment guidance at scale.
Investment Portfolio Management Software
This solution helps advisors track performance, manage risk, rebalance portfolios, and generate detailed reports with accuracy and speed.
Accounting Software Development
We create tailored accounting tools that automate reconciliation, manage financial data, and maintain clear, audit-ready records for wealth management teams.
Fintech App Development
Fintech apps are developed to elevate user experience, streamline digital onboarding, and bring more convenience to wealth and investment operations.
Payment Gateway Software Development
Our payment gateway integrations ensure secure, compliant, and frictionless transactions across wealth management and fintech platforms.
Looking for reliable Wealth Management Software Development in India and the USA?
Connect with our experienced wealth management software developers for expert guidance and a custom-built solution tailored to your operational and investment goals.
BOOK A 30 MIN CALL We’re an AI-powered Wealth Management Software Development Company
We are an AI-driven software development firm specializing in wealth management that assists advisors, RIAs, and asset managers in providing futuristic, customer-centric digital investment experiences. Our solutions enhance workflow, provide enhanced insights and enable more effective decision-making.
At Citrusbug, all platforms are built with your business requirements in mind, whether updating old systems or creating a new investment product entirely. Security, compliance, and scalability are kept at the center with smooth integrations and user-friendly experiences.
As an experienced investment software development company, we deliver advanced capabilities such as automated advisory tools, real-time analytics, and support for emerging asset classes. The result is technology that strengthens your operations and enhances the way you serve clients.
Top features to look for in Wealth Management Software
Client Onboarding and KYC Automation
Streamlines identity verification, document collection, and compliance checks, which allows your team to onboard clients faster and more accurately and with reduced manual effort.
Portfolio Tracking and Performance Insights
Provides real-time visibility into holdings, risk, and investment performance to inform decision-making with data and increase portfolio transparency for advisors.
Goal-Based Financial Planning Tools
Allows advisors to create individualized financial strategies according to client objectives, timeframes and risk appetite to construct long-term strategies with greater accuracy.
Automated Portfolio Rebalancing
Keeps target allocation through rule-based triggers and automated rebalancing recommendations to keep portfolios aligned to investment strategies.
Advanced Reporting and Analytics
Produces transparent and detailed client reports of performance, fees, and tax summaries with customizable dashboards to provide more insight.
Secure Document Management
Stores valuable files in an orderly and secure manner with access controls and encrypted storage to ensure high data confidentiality.
CRM and Third-Party Integrations
Integrates with current CRMs, trading platforms, and financial solutions to coordinate all advisory touchpoints to operate together.
AI-Driven Advisory Support
Operates intelligent models that give advisors suggestions, judgment and predictive analysis to enhance the accuracy of decisions.
Client Portal and Mobile Access
Provides clients with a convenient dashboard to track portfolios, get reports, and be on the move 24/7, regardless of the device.
How Much Does it Cost to Develop Wealth Management Software?
The price to create wealth management software is usually in the range of $30,000 to build a simple solution and go up to $250,000 to build a fully customized, AI-enabled, and multi-function system.
Actual pricing is based on features, integrations, automation, and complexities of the platform. Share your project information to receive a customized cost estimate for your project requirements!
How We Ensure Security and Compliance in Wealth Management Software Development
All wealth management platforms that we construct have high standards of security, privacy and regulations. This makes your system safe, auditable and acceptable by advisors, investors and compliance teams.
GDPR Data Privacy
We apply privacy-first engineering practices that support lawful data processing, encrypted storage, and secure permission handling to keep client information protected at every stage.
SEC and FINRA Compliance
We offer audit-ready frameworks, activity monitoring, and reporting processes that enable advisory firms to remain in compliance with SEC and FINRA standards without increasing their operational overhead.
SOC 2 and ISO 27001 Controls
Our security principles are based on SOC 2 and ISO 27001, such as the presence of strict access controls, ongoing monitoring, and secure development practices to ensure system integrity.
PCI-DSS Payment Security
Every payment-related operation is structured with the PCI-DSS aligned protection, secure encrypted transactions, secure gateway connection, and safeguarding against unauthorized access.
KYC and AML Verification
Identity checks, investor verification, and activity monitoring are built into the platform to support standard KYC and AML expectations across wealth management operations.
Audit-Ready Logs
Every action within the platform is recorded through transparent event logging, allowing your compliance team to maintain full visibility and meet regulatory review requirements easily.
Integration Capabilities for Modern Wealth Management Software
Our wealth management systems are integrated to fit the tools that you are already using. Integrations are to combine portfolio data, advisory business, reporting, and communication with clients without disruption to current operations.
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CRM Integrations
Connect with popular CRMs to sync client profiles, track interactions, and streamline relationship management across your advisory team.
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Custodian and Brokerage Integrations
Enable secure data flow with custodians and brokerage platforms, ensuring accurate portfolio updates, position data, and transaction histories.
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Trading and Rebalancing Platforms
Integrate with trading engines and rebalancing tools to automate order execution, model updates, and strategy adjustments.
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Accounting and Tax Tools
Sync financial data with accounting and tax applications to simplify bookkeeping, reporting, and tax optimization workflows.
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Payment Gateways
Support secure transactions through trusted payment gateways, allowing smooth fee collection and automated billing operations.
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Document Management Systems
Connect with document storage platforms to centralize statements, agreements, and compliance files in one secure environment.
Process We Follow for Wealth Management Software Development
We examine your wealth management operations, user expectations, and compliance requirements to define a product vision and a development plan.
We create easy-to-use interfaces and user experiences that make financial activities easier, facilitate the workflow of advisors, and enhance the experience of clients in general.
Our custom wealth management software is developed based on modern technologies with a high level of security, scalability, seamless integrations, and long-term performance.
We follow an iterative delivery approach with continuous testing, optimization, and deployment support to ensure a seamless launch and reliable results.
Why Choose Citrusbug Technolabs as Your Wealth Management Software Development Agency?
Our wealth management software development services are rated 4.7 on Clutch with 30+ client reviews, and we’re a top-rated plus agency on Upwork. We proudly maintain a 97% job success rate and have successfully delivered 500+ projects, showcasing our commitment to quality, reliability, and client satisfaction.
Transparency and Integrity
We maintain complete transparency throughout your wealth management software project and safeguard your proprietary models and algorithms with strict NDA practices.
On Time Delivery
Our developers follow well-structured timelines, ensuring your wealth management platform is delivered on schedule without disrupting your internal operations or go to market plans.
Cost Efficient
We build feature rich wealth management software that maximizes value while keeping development costs optimized, helping you scale without overspending.
Deep Technical Knowledge
Our team brings extensive experience in financial software, enabling us to craft secure, high performance wealth management platforms that meet real advisor and investor needs.
QA and Testing
We conduct rigorous QA and financial workflow testing to ensure your wealth management solution is reliable, secure, and fully prepared for launch.
24x7 Availability
Our support team stays accessible around the clock so you can get quick assistance anytime via email, chat, or call during development and beyond.
Client Testimonials (We're Rated 4.7 on Clutch)
- AI Development, Custom Software Development
- Nov. 2024 - Ongoing
December 7, 2024
Citrusbug Technolabs handles a data extraction project for an education company. They're also responsible for managing an AI generation project for the client.
Citrusbug Technolabs has laid out and followed a clear project outline and consistently met deadlines. The team communicates well and demonstrates a strong understanding of the client's vision and goals. Their agile approach, high level of competence, and personable approach stand out.
- Education
- 1-10 Employees
- Norway
- Online
- Verified
- Generative AI, Application Testing, Custom Software Development
- Aug. - Oct. 2024
November 14, 2024
Citrusbug Technolabs built an automated system for a veteran medical company. The system needed to collect and store user data, generate customized letters based on surveys, and use AI to summarize reviews.
Citrusbug Technolabs delivered a functional automated system that successfully organized the client's records and auto-generated statements. The team was quick to respond, addressed all roadblocks, and communicated effectively. Overall, their ability to understand the client's needs stood out.
- Medical
- 1-10 Employees
- Nashville, Tennessee
- Online
- Verified
- Custom Software Development
- $10,000 to $49,999
- Jan. 2024 - Feb. 2025
January 28, 2025
Citrusbug Technolabs has developed an MVP for a freight and capacity marketplace. The team has created three different interfaces for three market segments.
Citrusbug Technolabs has successfully developed an effective MVP. The team has delivered the project on time and almost within budget. Moreover, their responses have been timely. Overall, the team has been calm, talented, and innovative. This has led to the client's satisfaction.
- Social Networking
- 1-10 Employees
- Winnipeg, Manitoba
- Online
- Verified
- Custom Software Development, DevOps Managed Services
- $10,000 to $49,999
February 27, 2024
Citrusbug Technolabs built a Flutter cross-platform mobile app for an education company. They also developed two web apps and an admin panel and provided DevOps support for the client's infrastructure.
Citrusbug Technolabs' support successfully boosted the client's user engagement by 8x, resulting in an 85% retention rate. The reliable team demonstrated a dedication to delivering on time and promptly responding to concerns and adjustments. Their personalized, client-centric approach stood out.
- Education
- 1-10 Employees
- Dubai, United Arab Emirates
- Online Review
- Verified
- Custom Software Development Mobile App Development UX/UI Design
- $10,000 to $49,999
- June 2023 - Jan. 2024
February 19, 2024
A healthcare company hired Citrusbug Technolabs to design and develop a user-friendly application. The team provided tailored assistance to meet the client's requirements.
Citrusbug Technolabs successfully delivered an application that was ready for market. The team was highly professional and well-organized; they stayed focused throughout the engagement and were receptive to changes. Overall, they stood out for their trustworthiness and commitment to excellence.
- Healthcare
- 1-10 Employees
- Denmark
- Online Review
- Verified
- Mobile App Development UX/UI Design Web Design
- Sep. 2023 - Ongoing
February 24, 2024
A financial technology company has hired Citrusbug Technolabs to build a custom web application. The team handles the development and design of the app.
The project is ongoing, but the client has been satisfied with Citrusbug Technolabs' services. The team is very professional — they always respect timelines and provide regular updates to ensure everyone's on the same page. Also, their transparent approach makes them a trustworthy partner.
- Financial services
- 1-10 Employees
- Charlotte, North Carolina
- Online Review
- Verified
- Mobile App Development
- $10,000 to $49,999
Citrusbug Technolabs took on a mobile app development project for a Singapore-based development house. They were provided with UX designs to execute. Currently, they're finalizing and fine-tuning the product.
Citrusbug Technolabs contributed to the successful launch of the product, which has garnered over 10,000 users in just three months. The product has also received support from investors. They consistently followed-up with their progress and delivered at a speedy rate. The team is truly stellar.
- IT Services
- 1-10 Employees
- Singapore
- Online Review
- Verified
Citrisbug Technolabs developed a native mobile app, working with an existing backend structure to implement the API and construct the frontend. They continue to maintain this app for their client.
Co-Founder
I appreciate them being committed to responding to our problems whenever we call upon them.
Citrisbug Technolabs developed a native mobile app, working with an existing backend structure to implement the API and construct the frontend. They continue to maintain this app for their client.
Co-Founder
I appreciate them being committed to responding to our problems whenever we call upon them.
Citrisbug Technolabs developed a native mobile app, working with an existing backend structure to implement the API and construct the frontend. They continue to maintain this app for their client.
Co-Founder
I appreciate them being committed to responding to our problems whenever we call upon them.
Citrisbug Technolabs developed a native mobile app, working with an existing backend structure to implement the API and construct the frontend. They continue to maintain this app for their client.
Co-Founder
I appreciate them being committed to responding to our problems whenever we call upon them.
Some Top Fintech Software We Developed
Clover Mortgage Brokers offers tailored mortgage solutions for home buyers across Toronto, the GTA, and Ontario. As brokers, they provide personalized guidance, considering customer's specific financial circumstances. As a platform, they strive to match each customer with lending solutions that perfectly align with their individual needs.
We built an extensive SaaS architecture that helps businesses connect the dots between conceptualization and funding. Through Prolendly, we allowed users to securely onboard resources for Capital Consulting as well as Business Credit Building.
Prolendly creates a lot of value for users as they can onboard resources, collect payments, add tasks and update profiles for their customers. Through such a platform, users can increase trust and professionalism for their customer relations. This scalable SaaS platform supports a massive user base with constant ongoing enhancements and updates.
Otter, a European fintech solution, lets users leverage their assets for liquidity without selling them. With user management, dashboards, investment tools, and product management, Otter simplifies finance. Manage profiles, documents, KYC, and settings effortlessly. Support for multiple languages and newsletters keeps users informed and connected.
Profit Frog is a budgeting and forecasting software tailored for small businesses, aiming to alleviate uncertainty and empower informed decision-making. By enabling users to model future profitability and analyze various scenarios, Profit Frog facilitates the creation of dynamic business plans that adapt to changing conditions. With a focus on simplicity, clarity, and actionability, Profit Frog transforms the complex task of financial forecasting into an intuitive and accessible process.
Recent Blogs on Wealth Management Software Development
FAQs on Wealth Management Software Development
It includes the development of customized digital platforms that assist advisors and companies to operate their client portfolios, to track investments, to automate workflows and to deliver personalized financial advice.
The development time is determined by complexity, features and integrations. A simple platform can be developed in 3-4 months, and a full-fledged, AI-powered solution can take 8-12 months.
Yes. Our platforms are easily integrated with CRMs, custodians, trading systems, payment gateways and accounting or tax applications.
Assess the core requirements, scalability, security and compliance of your firm. Look for a fintech software development firm that has proven experience in developing wealth management platforms, strong security and compliance practices, and expertise in integrations. Consider reviewing client testimonials on trusted platforms such as Cluth, Google, etc. A reliable development partner would provide post-launch support, customization and free demos before starting on your project.
Costs start around $30,000 for a basic solution and can exceed $250,000 for fully customized, multi-feature platforms.
Portfolio tracking, automated rebalancing, client portals, reporting dashboards, KYC/AML compliance, tax optimization, and third-party integrations are some of the common features that you should look for.
The AI is integrated to provide more intelligent investment guidance, automatic management of the portfolios, risk assessment, and client recommendations. It also allows advisors to make decision based on information and perform predictive analytics, fraud detection and increased reporting and engagement with clients.
We comply with GDPR, SEC, FINRA, SOC 2, and ISO 27001 standards, encrypt data, implement access control, audit logs, and secure integrations to provide the safety of client and financial data.
Yes. We offer 24x7 support, maintenance and upgrades to ensure that your wealth management software is safe, compliant and up to date.