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Trusted Software Development Company By
Certified Portfolio Management Software Developers By
Our Custom Portfolio Management Software Development Services
Crypto Portfolio Platforms
We build secure crypto portfolio systems with real-time tracking, automated valuation, exchange integrations, and risk insights for complete digital asset visibility.
Investment Portfolio Software
We develop tailored investment platforms that centralize multi-asset data, streamline analytics, automate rebalancing, and support advisor–client collaboration.
Portfolio Analytics & Reporting
Our smarter analytics dashboards provide real-time performance measures, client reports, compliance reports, and actionable insights.
Financial Data Integrations
Our solutions integrate with custodians, broker-dealers, market data providers, CRMs, and accounting tools to unify operations and reduce manual work.
Web & Mobile Portfolio Apps
Our intuitive web and mobile applications enable advisors and investors to track portfolios, manage accounts, and access information safely anytime.
AI-Driven Investment Tools
We create AI-enabled features such as predictive analytics, automatic risk scoring, and intelligent rebalancing recommendations to enable smarter investment decisions.
Looking for the best portfolio management software development companies in India and the USA?
Connect with our experienced portfolio management developers for expert guidance and a tailored solution that aligns with your business needs!
BOOK A 30 MIN CALL We’re an AI-powered Portfolio Management Software Development Company
Transform how your firm manages investments with AI-driven portfolio management solutions. Get deeper insights, automate complex workflows, and make faster, data-supported decisions.
Why AI Matters in Portfolio Management:
Predictive Insights: Forecast the market trends and maximize the investment strategies.
Smart Automation: Save time on manual activities and make operations more efficient.
Enhanced Accuracy: Reduce errors and ensure data-driven decisions.
Adaptive Learning: Systems grow as your company develops and the market shifts.
Citrusbug creates intelligent and scalable solutions enabling advisors and investors to use AI to make smarter portfolio choices, manage risks better, and deliver better client experiences.
Core Features of Our Portfolio Management Software
Real-Time Portfolio Tracking
Monitor asset performance, allocation, market movements, and risk exposure in real time using integrated dashboards that provide advisors and investors with full visibility of all accounts and asset classes.
Automated Rebalancing
Automate rebalancing using predefined rules, thresholds, or market triggers to keep target allocation strategies, minimize manual workload, and keep portfolios consistent with investment objectives.
Advanced Analytics & Insights
Leverage performance analytics, risk scoring, attribution models, and interactive visualizations to provide actionable insights and enable advisors to make faster and more data-driven investment decisions.
Multi-Asset & Multi-Account Support
Offer a broad selection of investment options, such as equities, bonds, ETFs, crypto, and alternatives, delivering multiple client accounts effectively and in one scalable platform.
Secure Data Management
Secure sensitive financial information using encryption, role-based access controls, detailed audit trails and compliance-oriented workflows that comply with stringent security and regulatory data demands.
Customizable Reporting
Produce branded client statements, regulatory reports and performance summaries with versatile templates, which can be scheduled automatically, run in bulk, and customized in real-time to meet various advisor or client requirements.
How Much Does it Cost to Develop Portfolio Management Software?
Developing a custom portfolio management platform can cost between $30,000 and $300,000, depending on complexity, features, integrations, and automation requirements.
Submit your requirements to get an accurate, personalized estimate from our experts.
Benefits of Custom Portfolio Management Software
Our custom portfolio management systems assist companies in becoming more effective in their operations, make superior investment choices and provide their clients with a more trustworthy and transparent experience.
Streamlined Investment Operations
Speed up and automate workflows, reduce manual errors and centralize the workflows so that your team can concentrate on the strategy rather than on manual administration.
Improved Decision-Making Accuracy
Access both real-time and accurate financial information in one place to assist in analyzing more quickly, make more certain decisions and improve portfolio outcomes.
Enhanced Client Experience
Provide clients with a clear understanding, timely information, and convenient online access, which enhances transparency and builds long-term trust.
Stronger Compliance and Risk Control
Keep audit-ready data, organized workflow, and secure processes that make constant monitoring easier and contribute to mitigating regulatory risk.
Scalable Infrastructure for Growth
Manage more users, larger volumes of data and other asset classes with a platform that scales with your firm.
Lower Long-Term Operational Costs
Minimize reliance on manual operations and costly off-the-shelf solutions to obtain long-term cost-efficiency in your investment operations.
Better Integration Across Your Ecosystem
Link custodians, trading platforms, CRMs, and market data providers to achieve an entirely unified and seamless digital space.
Process We Follow for Portfolio Management Software Development
We analyze your investment workflows, asset classes, and compliance needs to define a clear roadmap for your custom portfolio management platform.
We design intuitive dashboards and user journeys that simplify complex financial data and create a smooth experience for advisors and investors.
We develop a secure, scalable, and fully customized portfolio management solution using modern fintech technologies and industry-grade development practices.
We deploy a thoroughly tested platform using an iterative approach and continue optimizing it to support evolving portfolio management requirements.
Why Choose Citrusbug Technolabs as Your Portfolio Management Software Development Agency?
Our portfolio 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 the project and protect your financial models, algorithms, and intellectual property through strict NDA practices and secure development protocols.
On-Time Delivery
Our dedicated team follows a well-structured development schedule, ensuring every milestone of your portfolio management platform is delivered on time without compromising quality.
Cost-Efficient Solutions
We provide high-quality fintech software at competitive pricing, helping firms build sophisticated portfolio management systems without exceeding their technology budget.
Deep Technical Knowledge
Our developers bring strong fintech experience, enabling us to build robust architectures, secure data flows, and scalable portfolio platforms tailored to complex investment needs.
QA and Testing Excellence
Our QA experts rigorously test performance, data correctness, integrations, and security to verify that your portfolio management software is stable, reliable, and launch-ready.
24×7 Support Availability
Get continuous support from our team anytime you need it. You can reach out to us via call, chat, or email, and we ensure smooth communication and quick resolution of all your queries.
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.
Cicada is a trading platform designed for individuals and organizations to trade securities such as stocks, bonds,futures, and options. It provides users with a user-friendly interface that is easy to navigate, even for beginners. It is a comprehensive trading platform that offers a range of features and tools to help traders of all levels make informed investment decisions easily and interactively.
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.
Our Recent Blogs On Portfolio Management Software Development
FAQs on Portfolio Management Software Development
The development of portfolio management software refers to the design of bespoke digital applications that assist companies in monitoring, evaluating, and optimizing investments, handling multiple asset classes, and producing reports that are client-friendly and delivered efficiently.
Development time depends on complexity, features, integrations, and customization. Generally, a complete portfolio management platform may require 3 to 9 months from discovery to deployment.
The core features are real-time portfolio monitoring, multi-asset, automated rebalancing, advanced analytics, compliance solutions, client reports, and secure data management.
Find fintech-based providers with robust technical skills, project implementation, security and regulatory capabilities, and a portfolio of custom software solutions.
Yes. The custom solutions can be combined with custodians, broker-dealers, CRMs, trading platforms, accounting solutions, and market data APIs to have a smooth data flow.
Yes. AI can be applied to predictive analytics, risk scoring, automated recommendations, and performance insights to assist advisors and investors in making smarter decisions with the assistance of AI.
Yes. We provide consultations and demo prototypes to demonstrate capabilities and match the solution with the needs of your business.
Yes. We provide maintenance, upgrades, and service to ensure that your portfolio management system is stable and able to support the evolving demands.