Citrusbug Healthcare →
Off-the-shelf portfolio tools give you someone else's rebalancing logic, someone else's reporting templates, and someone else's compliance assumptions. That works until an SEC exam asks you to explain a decision the vendor made, not you. We build platforms your investment and compliance teams own outright.
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We build systems, not templates. Every platform we design adapts to how your firm actually tracks assets, rebalances portfolios, and reports to investors and regulators, not a generic feature list borrowed from a SaaS trial.
Investment teams juggling five spreadsheets for five asset classes lose track of true exposure. We build a single book of record across equities, bonds, ETFs, and alternatives, so risk and allocation numbers match everywhere they’re reported.
Digital assets don’t fit neatly into legacy portfolio tools built for stocks and bonds. Our platforms add exchange integrations, wallet-level tracking, and automated valuation for crypto holdings alongside traditional assets in the same dashboard.
Analysts need more than a read-only dashboard. We build workbenches with attribution models, risk scoring, and scenario tools that let advisors test allocation changes before committing client capital.
Clients checking a portfolio balance shouldn’t need a phone call. Our investor-facing portals and mobile apps give end clients secure, real-time visibility into performance, statements, and documents on their own schedule.
Get a build plan mapped to your asset classes and compliance requirements.
Get a Build PlanA platform that passes an SEC exam needs more than a clean UI. Here's what we build into the core.
One authoritative source of truth for holdings, transactions, and valuations across every custodian and brokerage account you connect, so reconciliation stops being a monthly fire drill.
Threshold and calendar-based rebalancing that respects each client’s mandate, tax situation, and restricted securities list, with every trigger logged for audit review.
Performance attribution, VaR, Sharpe ratio, and factor exposure calculations built on your firm’s actual methodology, not a vendor’s black-box formula.
Direct connections to custodians, prime brokers, and market data feeds keep positions current without a nightly batch job or a manual CSV upload, the kind of plumbing that also underpins the investment management platforms we build for multi-entity firms.
Branded, schedulable reports for individual clients, RIAs, and regulators, generated from the same live data set instead of a separate export process prone to drift.
The SEC’s 2026 exam priorities and FINRA’s latest oversight report both call out AI governance by name. Software that can’t produce an audit trail for its own recommendations is now an exam finding waiting to happen.
Human-in-the-loop review logged for every AI-generated recommendation
Access controls and action tracking for autonomous agents
Reg S-P aligned data handling and breach notification workflows
Marketing Rule-safe AI claims, backed by what the system actually does
Every build follows the same sequence, whether you're replacing a legacy system or shipping a new platform from scratch.
We map your asset classes, custodian relationships, and reporting obligations, then bring in a compliance consultant to translate SEC, FINRA, and Reg S-P requirements into functional specs before a single screen gets designed. This step alone prevents the rework that happens when compliance gets bolted on after launch.
We design the book of record, integration layer, and AI governance controls together, not as separate workstreams. For firms evaluating wealth management platforms as an alternative to a full custom build, this is usually the stage where the buy-versus-build tradeoff gets decided for real.
Development runs in parallel with functional, security, and reconciliation testing, since a rounding error in a portfolio valuation is a client-facing problem, not a minor bug. We run daily demos so your investment and compliance teams see the platform take shape in real time.
We connect custodians, prime brokers, and market data feeds, then migrate historical positions and transactions outside trading hours to avoid disrupting live operations. Reconciliation runs side by side with your legacy system until both match consistently.
We deploy to production, hand over full source code and documentation, and walk your team through the system before support begins. You're not locked into us for every future change.
Prolendly is a FinTech SaaS platform that connects startups and small businesses with funding opportunities, lenders, and capital consulting resources.
Cicada is a comprehensive trading platform designed for accessible and powerful financial market interaction.
Clover Mortgage Brokers provides tailored mortgage solutions for home buyers across Toronto
Cost depends on who the platform serves and how much of the investment workflow it automates. Here's how three common builds typically break down.
| Build Type | Complexity | Estimated Cost | Typical Timeline |
|---|---|---|---|
|
Advisor-Facing Analytics Add-On |
Medium |
$20,000 – $60,000 |
2–4 months |
|
Institutional Portfolio Platform (internal use) |
High |
$70,000 – $120,000 |
5–7 months |
|
Investor-Facing Platform with Mobile App |
Very High |
$120,000 – $180,000+ |
6–10 months |
Their agile way of working, competence, and friendliness are impressive.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.
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Their communication and ability to capture exactly what I was asking for were impressive.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.
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They were very calm and talented, and they did bring some of their own ideas.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.
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What stood out most about them was their personalized approach and sense of ownership in every aspect of the project."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.
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They didn't like the phrase "impossible to do", which made them very solution-oriented.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.
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They're 100% on time and transparent throughout each stage of the project.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.
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"I do believe they are exceptional at where they stand."
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.
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Registered investment advisors managing $200M in assets have different rebalancing needs than a wealth management firm running model portfolios for retail clients, and a fintech startup building a robo-advisory tool from scratch needs a different starting architecture than either. We've built portfolio platforms for each of these buyer types, and the difference in scope shows up in the first discovery call.
Give us the basics, asset classes, custodians, team size, and we'll come back with a realistic estimate and a straight answer on timeline.
Compliance consultants join discovery, not QA. SEC, FINRA, and Reg S-P requirements get mapped into functional specs before design starts, so your exam trail exists from the first sprint, not bolted on after a finding.
Full source code and documentation transfer at delivery, with no dependency on us for future changes. When the next regulatory update lands, your team can adapt the system without renegotiating a vendor contract.
You work with senior engineers who understand fintech architecture and portfolio data models, not a junior team learning fintech on your project. Daily updates keep both teams aligned throughout the build.
Requirements, wireframes, and user stories get built and reviewed before a single screen gets coded, which is how we avoid the rework that comes from designing against wrong assumptions.
We offer Fixed-Price, Time and Material, and Dedicated Team engagement models, so budget certainty doesn’t have to come at the cost of flexibility as requirements evolve mid-project.
L1, L2, and L3 support options after launch mean you’re not on your own when a custodian API changes or a new compliance requirement appears six months post-deployment.
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Read Article →Most builds run 2 to 10 months, depending on scope. A focused analytics add-on can ship in 3 to 4 months. A full investor-facing platform with custodian integrations usually takes 8 months or more.
Yes. We build platforms that track equities, bonds, ETFs, and crypto in one book of record, with exchange integrations and wallet-level tracking for digital assets.
We migrate positions and transaction history outside trading hours and run parallel reconciliation until the new system matches your legacy platform before cutover.
Yes. We regularly build alongside independent compliance consultants and can plug into an existing evaluation or requirements process rather than starting from zero.
A compliance consultant joins discovery to map Reg S-P, SEC, and FINRA requirements into functional specs, and every AI-generated recommendation gets a logged human review step.
Yes. We build direct integrations with custodians, prime brokers, market data feeds, and CRM systems so positions and client data stay in sync.
