WealthTech Software Development | Portfolio, Robo-Advisor & Trading Apps
Custom wealth management technology | robo-advisors, portfolio platforms, financial planning tools, and compliance reporting | at 65% below US development rates.
WealthTech Software Services
Powering the next generation of wealth management platforms
Robo-Advisor Platforms
Risk questionnaire, goal-based planning, automated portfolio construction, rebalancing engine, tax-loss harvesting, model portfolio management.
from $4,000/mo
Portfolio Management
Multi-account aggregation, holdings tracking, performance attribution, benchmark comparison, holdings drill-down, custodian integrations.
from $3,500/mo
Wealth Analytics & Reporting
Consolidated wealth views, risk analytics (VaR, CVaR), client reporting generation, fee billing, AUM dashboards, performance reporting.
from $3,000/mo
Financial Planning Tools
Retirement projections, Monte Carlo simulations, cash flow modeling, estate planning calculators, tax impact analysis, goal tracking.
from $3,000/mo
Client Portal & CRM
Secure client document sharing, e-signature, meeting scheduling, advisor-client messaging, onboarding workflows, KYC/AML flows.
from $2,500/mo
Compliance & Reporting
SEC/FINRA reporting tools, GIPS performance calculation, trade order management, best execution reporting, fiduciary documentation.
from $3,500/mo
Why CodeMiners for WealthTech?
Financial Data Integrations
Plaid, Yodlee, MX, Schwab, Fidelity, TD Ameritrade APIs | we integrate with custodians and data aggregators your clients already use.
Regulatory Awareness
SEC, FINRA, MiFID II | our architects understand the regulatory environment and build compliance features before they become urgent.
Calculation Accuracy
Money is unforgiving. We use decimal arithmetic libraries, regression test portfolios, and financial calculation audits for every engine we build.
Build Your WealthTech Platform Today
Custom wealth management software from $2,500/month. Start in 48 hours.
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