Investment Software Development Services
Orangesoft delivers smart wealth and investment management solutions that provide users with data, insights, and state-of-the-art technology to make smarter investment decisions and facilitate better portfolio management.
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The future of financial services, cleared for takeoff
A new era of private asset management is underway. Orangesoft helps funded startups catch the next wave of fintech and deliver highly resilient and scalable software solutions across the wealth continuum. We bring together over 13 years of experience in software development with specialized expertise in fintech projects to create groundbreaking digital products that disrupt markets but in a secure and cover-all-the-bases way.
Leverage our expertise for a greater impact
No matter what road you’re headed down. Our company can provide you with skills, technology, and tools to help you reach your destination faster.
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Investment software development
Supercharge your project with our cross-functional team to hit the market faster and release new high-quality features regularly. We can cover a variety of development scenarios and move your project along swiftly and efficiently — no matter the stage. Fast kickoff, optimized development costs, timely releases, and more — that’s how our collaboration goes.
Investment software modernization
If your product isn’t providing a first-class experience, it’s soon to be sidelined. As your reliable partner, our team can shape up your underperforming digital product by optimizing its architecture, code, feature stack, and other core aspects. We can also help you iterate on your product vision and make it more aligned with market needs.
Investment software consulting
Fintech projects can be a lot to contend with. Leave it to our lead developers and solution architects to outline a winning feature set, robust architecture, and data-driven user interfaces. Drawing on our 300+ projects, we can also give you recommendations on an optimal tech stack, business model, risk mitigation strategies, and best security practices.
Types of investment software Orangesoft specializes in
We build digital products from a user perspective, making sure that your app’s performance, user experience, and security are up to par with the needs of your target market.
Investment portfolio management software
Build a simple but feature-rich investment management solution that allows for effective portfolio monitoring and reporting. We augment your solution with risk analysis tools, real-time market analytics, and detailed reporting tools so that your users can drive greater outcomes for their portfolios.
Trading software
Orangesoft delivers solutions for traditional and alternative trading, fine-tuned to the needs of the target trading market. Complete with charting capabilities, real-time market data, automated trading, and multiple money deposit/withdrawal methods, our solutions will help your product become the default option in the market.
Alternative investment management software
We develop investment management apps that support alternative investment asset classes, client types, and needs. With features like fund accounting, business intelligence, portfolio monitoring, and more, our solutions offer an all-in ecosystem for easier management of alternative assets.
Robo-advisors
Pull in our team to develop smart financial advisors that provide algorithm-driven wealth management services, making expert financial advice more affordable and accessible. Fuelled by AI, robo-advisors enable automated investment management processes, including sophisticated financial planning, rebalancing, and more.
Investment platforms
Our developers create mobile and web investment platforms of any complexity with intuitive and secure transaction management workflows. Calibrated to investors' needs, our custom investment solutions are tooled with data-driven insights, access to third-party systems, and granular investment management capabilities.
Investment accounting software
Turn to our fintech development services to create a smarter way for insurers, asset managers, and corporations to supervise investments and handle the multiple types of accounting. Our investment accounting software facilitates financial reporting and analysis, putting valuable information at the fingertips of your users.
Investment and wealth management solutions that tackle your biggest challenges
With over 300 projects in our portfolio, our team is particularly well-versed in wealthtech development. This knowledge allows us to anticipate potential development and product challenges — and nip them in the bud.
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Guaranteed data security
No need to worry about your users’ data and assets. We make your software secure from the get-go by implementing advanced security features such as fraud detection, multi-factor authentication, data encryption, sensitive data masking, and more to make sure your product meets industry security standards and AML and KYC requirements.
Future-ready architecture
Pick up traction — our software will move along at your speed. We design for growth, putting a modular and scalable architecture at the heart of your products. The choice of architecture is driven by your unique business needs, including data security, scalability, integration capabilities, and future growth potential of your solution.
Compliant digital projects
We implement measures necessary for your product to meet relevant regulations and data security standards, including PCI DSS, GDPR, FINRA, and more, so you can walk the tightrope of regulatory compliance with ease.
Advanced analytics
Informed decision-making sits at the core of wealthtech apps. Using data science and AI, our developers empower your products to stitch together a broad set of data sources about financial markets and asset prices, unearth insights, and present findings in a digestible way, helping users make data-based investment decisions.
How we develop your wealth management software
We break the development process into iterations to gradually evolve your product, optimize development costs, and get user feedback at an early stage.
Product discovery
You provide us with your vision, business goals and priorities — and we convert it all into product requirements. Our team makes sure your product idea aligns well with the market and then prepares a project roadmap. We don't hesitate to challenge your ideas to offer a better and smarter way to reach your goals.
Development planning
We define the goals, deadlines, and project deliverables — and match your project scope with a suitable development approach. Our team sets up a system's architecture, outlines a tech stack, and helps you choose essential metrics to track the product’s success. Our project managers also provide you with estimations, timelines, and team composition.
MVP design and development
We then develop your MVP in small iterations, focusing on the features you would need to test the product-market fit and collect user feedback. We execute testing early in the development to improve the quality of the deliverables. Our development team also implements analytics into your MVP to facilitate KPI tracking post-launch.
Post-launch support
After the launch, we see how your product performs in the market — our team monitors key product metrics and iterates based on the feedback. Our development team also provides ongoing assistance and maintenance for your product and implements the necessary changes to the product according to the roadmap.
Scaling
When your product is all set to expand, our fintech developers adjust its server architecture, databases, and code. We help your application deal with a growing user base by tuning up its performance and user experience.
Why choose Orangesoft as your tech partner
Our team is made of high performers who are committed to getting things done — on time, on budget, and according to your requirements.
Since 2011 in financial software development
We’ve been helping global companies deliver transformative fintech products for over 13 years. Throughout the years, our team has picked up best practices of wealthtech development — and we’re ready to share our seasoned expertise with you.
Practice-proven expertise in advanced techs
Innovation is the linchpin of wealthtech development, and we promote it through the implementation of cutting-edge technologies. Our solutions leverage the latest trends in AI, IoT, data analytics, and blockchain to drive a new frontier of fintech.
Advanced security
The security of your users’ sensitive data is a top-of-mind consideration for our team. Our solutions are designed with industry-standard safeguards to ensure full compliance with fintech regulation, data integrity, and risk-free asset management.
Hands-on experience in creating solutions with complex business logic
Our developers are well-versed in implementing applications with intricate decision-making processes. We create a well-designed workflow for streamlining complex wealth management processes, making sure your app maintains high levels of accuracy in investment calculations.
Our clients say it better
Questions you might have
Schedule a free consultationHow long would it take to build a custom investment solution?
The exact timing depends on the complexity of your project. From our experience, it may take you from two to four months to build a minimum viable product for your investment application. A full-fledged solution can be developed in 9 to 16 months.
How much does it cost to develop an investment platform?
The cost of developing an investment platform depends on the number of features, the implementation of advanced technologies and third-party integration, security and compliance requirements, and many other factors. On average, it’ll cost you between $50,000 and $400,000+ to develop an investment platform. You can contact our team directly, and we’ll provide you with an estimate for your project.
How to develop software for wealth management?
To develop a wealth management application, you need a thorough understanding of the fintech market, investment strategies, and regulatory compliance. You also need a competitive tech edge, so we recommend contacting an experienced fintech development company. Regardless of how you approach your project, the development process starts with in-depth market research that gives you insights into the specific needs and preferences of your target audience, competitors’ strengths and weaknesses, key features, and the unique selling proposition of your software.
After that, you should choose the right technology stack that checks all the right boxes in terms of security, reliability, scalability, and integration with other systems. Based on the insights obtained during the research, your design team prepares user-friendly prototypes that allow you to validate your idea and collect early feedback from target users. Developers then implement the design and develop core functionalities for your MVP. If needed, the software is integrated with other systems. After thorough testing, your software is launched to the target market.
- 1. Intro callDuring a 30-minute meeting, our domain expert dives into your business and describes the steps for future collaboration.
- 2. Free discovery workshopTogether with you, our technical team defines the user flow, feature list, and project risks.
- 3. Project planningWe provide the implementation plan, timelines and estimations for your project.