Get a Quote
Contact Us
bg bg

Investment Management
Software Development Services

Offer investors powerful, bespoke software to manage assets and portfolios, track performance, enhance data analysis, evaluate investment choices, minimize risk, and maximize returns.

Get started

Master the Art of Investment Management

Help your clients create, monitor, and adjust portfolios in minutes, responding to market changes and emerging risks with agility. Our tailored solutions empower you to:

Web & Mobile Investor Apps

Secure cross-platform apps designed for on-the-go portfolio access, efficient order execution, and performance monitoring.

Investor Portal Software

24/7 dashboards featuring essential performance indicators, relevant news feeds, and timely opportunity alerts.

Portfolio Management Software

Centralize asset allocation, conduct detailed scenario modeling, and leverage predictive analytics for precise forecasting.

Investor Reporting Solutions

Generate and distribute compliant disclosure reports on schedule, streamlining your reporting processes.

Wealth Management Apps

Comprehensive tools for strategy creation, meticulous goal tracking and financial planning.

Investment Accounting Software

Automate transaction processing, invoicing, disbursements, and accurate return recognition, bringing advanced business automation to your core accounting functions.

KnubiSoft Investment
Software Development Process

Discover how we organize our development process to deliver superior investment management services solutions. This is what it looks like:
Discovery & Analysis

Our process starts with in-depth requirements' analysis. We conduct stakeholder workshops, meticulously map existing workflows, and define KPIs to capture business requirements and compliance needs.

Design & Development

We use agile sprints to build intuitive UIs, scalable microservices, and robust APIs, applying best-in-class frameworks for high system performance optimization and flexibility.

QA & Testing

We conduct comprehensive QA, performing both automated testing and manual testing, including unit, integration, performance, security, and compliance tests.

Deployment & Support

We implement robust containerized CI/CD pipelines and provide 24/7 monitoring with SLA-backed maintenance.

Get started

Elevate Investment Management with KnubiSoft

Take advantage of the KnubiSoft team’s deep knowledge and experience in the investment management sector to create tailored software that meets your industry-specific requirements.

Analytics & Research

Leverage our AI algorithms and machine learning models for enhanced alpha generation, precise predictive analytics, and actionable decision-support insights.

Data Security & Privacy

Protect your data with AES-256 encryption, secure user management via role-based access and multi-factor authentication, and maintain compliance through regular audits (SOC 2, ISO 27001), proactively mitigating risk.

Cloud Services

Benefit from our expertise in scalable cloud infrastructure (AWS/Azure/GCP), featuring seamless migration for high availability and robust cost control for your cloud hosting needs.

Blockchain Systems

Drive digital transformation with our blockchain systems, enabling asset tokenization, smart contracts for enhanced business automation, and distributed ledger solutions to ensure transparency and liquidity.

Regulatory Compliance

Ensure continuous regulatory compliance with our automated tracking of rule changes, built-in audit trails, and custom compliance workflows, significantly reducing your risk assessment burden.

Smooth Integration

Ensure smooth integration across your ecosystem with our RESTful APIs, FIX/FAST connectors, and middleware. This facilitates seamless data flow with your ERPs, custodians, and market data feeds, optimizing your API integrations.

Our Success
Stories

Explore some of our recent projects and discover how we helped transform businesses across various industries.

Pyck

Laundry app

Building a mobile application for Android and iOS that simplifies laundry services and enhances customer experience through automation.

PME

Solution for lawyers

Creating an enterprise-class cloud tailored solution that isolates storage of sensitive data for US legal departments and lawyers.

Djooky

Music platform

Creating a global platform that empowers artists to showcase music and enables investors to discover, finance, and trade shares in the world’s best undiscovered talent.

KYC & Property Check Services

Digital platform for investing

Building two crucial microservices for an authorized payment institution, automating KYC checks for investors and borrowers, alongside real-estate background verifications.

MIFID for Octopus

Investment services

Developing an application that helps company managers and investors efficiently monitor all necessary documents under stringent MiFID II regulations, to streamline document management and ensure seamless regulatory compliance.

YuRide

Ride-sharing service

Assisting in the development of a university ride-share app that connects York University students, enabling them to share rides, reduce costs, and enhance campus travel sustainability.

Spot9

Mobile Banking App

Unifying traditional bank accounts with crypto holdings in a single, mobile-first application, streamlining financial management and enhancing user experience.
View All

Pyck

Laundry app

Building a mobile application for Android and iOS that simplifies laundry services and enhances customer experience through automation.

PME

Solution for lawyers

Creating an enterprise-class cloud tailored solution that isolates storage of sensitive data for US legal departments and lawyers.

Djooky

Music platform

Creating a global platform that empowers artists to showcase music and enables investors to discover, finance, and trade shares in the world’s best undiscovered talent.

KYC & Property Check Services

Digital platform for investing

Building two crucial microservices for an authorized payment institution, automating KYC checks for investors and borrowers, alongside real-estate background verifications.

MIFID for Octopus

Investment services

Developing an application that helps company managers and investors efficiently monitor all necessary documents under stringent MiFID II regulations, to streamline document management and ensure seamless regulatory compliance.

YuRide

Ride-sharing service

Assisting in the development of a university ride-share app that connects York University students, enabling them to share rides, reduce costs, and enhance campus travel sustainability.

Spot9

Mobile Banking App

Unifying traditional bank accounts with crypto holdings in a single, mobile-first application, streamlining financial management and enhancing user experience.

Our Achievements

FAQ

Study all FAQ
Investment firms typically require bespoke software solutions such as portfolio management systems, risk assessment tools, performance reporting, order management, compliance modules, and CRM integrations.
Yes. We provide APIs, FIX/FAST, and middleware connectors for ERPs, accounting systems, custodian platforms, and market data providers, ensuring smooth integration with existing systems.
Absolutely. We tailor modules, workflows, and reporting templates to align with your specific processes, preferences and business goals.
Our typical development timeline ranges from 12 to 24 weeks for core platforms, with ongoing feature enhancements delivered in agile sprints.
We embed compliance checks, audit logging, and automated report generation for MiFID II, SEC, GDPR, and other relevant regulations.
Study all FAQ

Other services

Custom Development

Quality Assurance

UI/UX Design

Ready to Transform Your Business with SaaS?

Get an estimate within 24 hours

Contact us