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Investment Management
Software Development Services

Offer investors powerful investment management software to manage their assets and portfolios, track investments, enhance data analysis, evaluate investing choices, and minimize risks while maximizing returns.


KnubiSoft's team of experts is ready to help you develop custom solutions that turn all investment processes into precise, automated operations with compliance and enhanced security.

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Master the Art of Investment Management and Monitoring

Help your clients create, monitor, and adjust their portfolios to meet changing conditions and address potential risks in minutes.

Web & Mobile Investor Apps

Develop secure and efficient apps to enable smooth investment operations anytime, anywhere across multiple asset classes, from real estate and crypto assets to renewable energy.

Investor Portal Software

Provide investors with 24/7 access to the dashboards, offering up-to-date news and information, data, and analytics, such as performance indicators or new investment opportunities.

Investment Portfolio Management Software

Create a centralized solution to manage assets, automate portfolio modeling, monitor reporting workflows, and accurately forecast financial market and investment performance.

Investor Reporting Solutions

Enable users to generate and distribute financial disclosure reports to fulfill their fiduciary responsibility to investors on time and keep them informed of the performance of their assets.

Wealth Management Apps

Develop the application that will help create investment strategies and financial plans, get access to real-time data and analytics, and achieve financial security to grow and protect your customers’ wealth. 

Investment Accounting Software

Automate routine core accounting activities, from transaction accounting and invoicing to disbursements, and accurately recognize returns on specific types of company investments to free up fund managers' time for important tasks.

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:
01. Discovery & Analysis

KnubiSoft experts will comprehensively analyze your business requirements and identify pain points to develop the most suitable solution.

02. Design & Development

Our designers and developers will use agile methodologies and best practices to create attractive, intuitive designs and secure, scalable software solutions.

03. QA & Testing

The QA team prioritizes clean code architecture, continuous integration, and automated testing to ensure high-quality deliverables, smooth operation, functionality, and security.

04. Deployment & Support

The KnubiSoft team will provide technical support and ongoing maintenance to ensure smooth operation and address any issues that may arise.

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Investment Management Services Software Development 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 and Research

KnubiSoft consultants will gather information and conduct discovery to provide relevant data and successful strategies for implementing AI/ML, and help you at every decision-making stage.

Data Security and Privacy

Our team is committed to keeping your data safe and secure. The KnubiSoft engineers follow best practices and implement robust security measures, from data encryption and access controls to regular security audits.

Cloud Services

KnubiSoft has years of experience creating scalable and cost-effective cloud solutions, as well as helping our clients successfully migrate to the cloud for better data access and increased ROI.

Blockchain Systems

Our experts will help you transform the asset management value chain, set up a blockchain network, create digital tokens, representing ownership or rights to specific assets, and more.

Regulatory compliance

We will be your reliable partner, helping you streamline compliance processes and staying up-to-date with changing industry regulations with ease.

Seamless Integration

We develop solutions that seamlessly integrate with existing systems and support multiple data formats and APIs, ensuring smooth data flow and eliminating the need for manual data entry.

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 makes laundry services effortless.

PME

Solution for lawyers

Creating an enterprise-class cloud solution that aims to isolate the storage of sensitive data for US legal departments and lawyers.

Djooky

Music platform

Creating the platform that enables the artists from across the globe to get access to support needed for developing their music, and the investors to easily find and finance the best pieces and artists.

KYC & Property Check Services

Digital platform for investing

Building two brand-new microservices for an authorized payment institution, enabling automated KYC checks of investors and borrowers as well as automated real-estate background checks.

MIFID for Octopus

Investment services

Developing an application that helps company’s managers and investors monitor all the necessary documents.

YuRide

Ride-sharing service

Helping to build a mobile app development for University Rideshare platform

Spot9

Mobile Banking App

Unifying traditional bank accounts with crypto holdings.
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Pyck

Laundry app

Building a mobile application for Android and iOS that makes laundry services effortless.

PME

Solution for lawyers

Creating an enterprise-class cloud solution that aims to isolate the storage of sensitive data for US legal departments and lawyers.

Djooky

Music platform

Creating the platform that enables the artists from across the globe to get access to support needed for developing their music, and the investors to easily find and finance the best pieces and artists.

KYC & Property Check Services

Digital platform for investing

Building two brand-new microservices for an authorized payment institution, enabling automated KYC checks of investors and borrowers as well as automated real-estate background checks.

MIFID for Octopus

Investment services

Developing an application that helps company’s managers and investors monitor all the necessary documents.

YuRide

Ride-sharing service

Helping to build a mobile app development for University Rideshare platform

Spot9

Mobile Banking App

Unifying traditional bank accounts with crypto holdings.

Our Achievements

FAQ

Study all FAQ
Investment management software solutions can include portfolio management systems, risk assessment tools, performance measurement and reporting software, compliance and regulatory solutions, order management systems, and client relationship management (CRM) software. These solutions are tailored to address investment management firms' specific requirements and workflows.
Yes, the KnubiSoft team builds investment management software solutions that seamlessly integrate with existing systems, like accounting software, custodian platforms, and market data providers. 
Yes, we create investment management software solutions that are highly customizable. Our team works closely with clients to understand their requirements, workflows, and reporting preferences to develop tailored solutions that align with the specific needs of each investment management firm.
The development and implementation timeline for investment management software solutions can vary depending on the project complexity, the desired features and functionalities, and the level of customization required. The KnubiSoft consultants will provide clear and accurate estimates based on your specific requirements.
Yes, investment management software solutions are designed to meet regulatory and investment management industry-specific requirements. This includes capabilities to track regulatory changes, automate compliance processes, and generate accurate reports for regulatory purposes.
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