WHAT WE OFFER
Our Core Investment Software Development Services
Custom Solutions Development
With 20+ years of experience in financial software development, we build solutions for various needs — from web and mobile apps to complete SaaS products.
Integration with Third-Party Software
To ensure the maximum integrity and efficiency of your investment software, we’ll help you integrate it with key enterprise solutions and third-party tools.
Modernization of Your Existing Software
If you want to upgrade your investment management solution with new features or migrate to the latest technologies, it’s the right moment to engage us.
WHAT WE BUILD
Boosting Investment Management
Portfolio Management Software
Relying on advanced data analytics, we develop robust tools that take investment portfolio management to the next level.
Increase the profitability of your transactions by leveraging trading solutions built to address your challenges and needs.
With robo-advisors, get advantage of automated algorithm-driven financial operations like planning and wealth management.
We implement feature-rich platforms for brokerage businesses to facilitate precise risk evaluation and market analysis.
Investment Accounting Systems
Streamline operations like payouts, transaction recordkeeping, billing, and reporting with accounting software.
Client Lifecycle Management
If you want to manage easily every step of the client lifecycle, including KYC and AML, we’ll provide you with the right solution.
Alternative Investment Management
We develop innovative software to support companies that work with alternative asset investments and want to drive growth.
Alternative Investment Management
Platforms designed exclusively to support alternative investment operations allows businesses to unlock all opportunities that this popular sector offers. While there is high market volatility and fluctuating yields, it’s a good moment to leverage a new investment portfolio that adds asset diversification and increases income.
Whether you want to deliver a full-fledged SaaS platform for investors or build a solution that will help you boost profits — our team of experts is here to assist you. We’re driven to implement software that helps enhance access to small business finance and support retail investors and financial advisors in their endeavors.
- Venture capital
- Hedge funds
- Real estate
- Tangible assets
Robust Investment SaaS Platform
Software Features to Address Your Needs
- Investment Performance
- Asset Management
- Trade Order Management
- Client Onboarding
- Document Management
- Payment Integrations
- Investment Research
- Reporting and Analytics
- Risk Management
- Due Diligence
We Know What Makes a Difference
Over 20 Years of Experience in the Field
Before starting Velvetech, its founders had been delivering IT solutionsband services to the FinTech sector for years. And investment management software was no exception. A strong interest and deep expertise set the stage for the quick evolvement of a team and efficient practices that helped many companies meet their needs.
We rely on our industry knowledge and technology skills to drive the development of software for investment and financial asset management. Focusing on each client’s case, our team helps companies create digital products for processes like origination, due diligence, performance, investor control, and returns.
- Full-Cycle Development
- Focus on Security
- Flexible Engagement Models
- Tailored Approach
To support our client that operates in the alternative investment field and helps enhance access to small business financings, we designed and implemented a SaaS platform. That included web and mobile apps working seamlessly together for investors and partners and an admin portal to manage the solution.Read Now
Velvetech helps Tradespoon develop a platform to take trading operations to the next level. Based on the neural networks, the solution encompasses a forecasting tool, metastock extensions, seasonal charts, and mobile applications to allow investors to make informed decisions and trade on the go.Read Now
To help retail investors make smart trading decisions, the client turned to Velvetech and asked for help with community platform development. Our team has implemented a web-based solution that has multiple tools to elevate trading performance, provide a live trading room, support workshops, and more.Read Now
We helped the client improve its existing brokerage platform by adding robust features to support self-directed investors and active traders. New built-in capabilities included commission payouts, group trading, automated cash requests, and APIs to connect the platform to the outside UIs.Read Now
Velvetech helped Realized Technologies improve the engagement of real estate investors and advisors with their marketplace. Our team built an interactive online calculator integrated with the company’s platform that highlights the benefits of Qualified Opportunity Fund investments.Read Now
Design and development of a platform to support high-frequency trading. The project included FPGA-based hardware engineering, UI and backend programming, and a simulator implementation. The system allows professional traders and quantitative analysts to build algorithms and execute trading scenarios in nanoseconds.Read Now