Investment Software Development

Velvetech helps businesses optimize investment management processes, including alternative investments, by building tech tools and solutions to enhance trading operations, asset tracking, analytics, and reporting.

Our Core Investment Software Development Services

Custom Investment Solutions Development

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.

Investment Software Integration

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 Investment Software

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.


Boosting Investment Management

Portfolio Management Software

Relying on advanced data analytics, we develop robust tools that take investment portfolio management to the next level.

Trading Platforms

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.

Brokerage Solutions

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.

CRM Systems

Unveil the power of communications and customer data management with our CRM services and the use of AI-Call Analytics.

Ready to Innovate and Advance with Us

Let’s talk

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.

Alternative Investment Management
  • Venture capital
  • Hedge funds
  • Real estate
  • Commodities
  • Tangible assets
  • Cryptocurrencies

Robust Investment SaaS Platform

Admin Back Office

With the admin portal, you get access to tools that allow for configuring settings, managing user accounts, tracking analytics, and performing general admin activities.

Investor Portal

Provide investors with popular features like performance reports, investment updates, and financial statements to help them accelerate fundraising and scale operations.

Partner Portal

If you plan to build a SaaS platform that includes participation of intermediaries, consider delivering a portal to allow them to easily manage their part of the process.

Mobile App

Complete your investment solution with a mobile app to extend services to mobile devices and let your investors benefit from on-the-go access to the platform’s features.

Marketing Platform

Enhance your product’s reach and cater better to your target audience by including a solution to manage your marketing efforts and promote the investment platform.

Analytics and Reporting

With data analytics and custom reporting tools, investors can easily evaluate performance, industry trends, economic cycles, and other valuable data to make informed decisions.

Integration Capabilities

Facilitate interoperability and data exchange with third-party software to leverage all investment tools with our API integration services, webhooks, and connectors.

Collaboration Tools

If you want to enable communication among the platform’s users, whether they are investors or partners, implement collaboration features into your software environment.

Billing and Subscriptions

To support seamless management of user subscriptions, billing, and payment processing, we can build for you a separate module that will help you optimize these operations.


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

Need a Consultation? Talk to Us


We Know What Makes a Difference

Enhanced Security

We ensure maximum protection for your solution by leveraging the best security standards and practices and paying special attention to Quality Assurance.

Regulatory Compliance

Investment industry is regulated by a variety of laws, acts, protocols, and standards — we know which ones to follow when implementing your software.

Investment Management: What Makes a Difference
Excellent Customer Experience

Our team will help you make your platform intuitive, efficient, and feature-rich to provide investors and other financial players with a smooth user experience.

Business Intelligence

To make the most of investment operations and data in particular, consider embracing business intelligence that can boost your competitive advantage.


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
  • Cost-Efficiency
  • Tailored Approach
case studies

SaaS Platform for Alternative Investment

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
case studies

Intelligent Trading Platform

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
case studies

Trading Community Platform

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
case studies

Modernization of Online Brokerage Software

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
case studies

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
case studies

High-Frequency Trading Solution

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

What Our Clients Say

I have been working with Velvetech since 2012. I was looking for a local development team able to produce quality financial software products, and I am very glad that I’ve met Velvetech. We have successfully implemented and deployed to production several financial applications. It is a pleasure to work with Veltetech team. I would highly recommend them as a reliable software development partner.

Vlad Karpel
Vlad KarpelTradespoon

Of all the companies we spoke to, Velvetech was the one that had hands-on prior experience with Blockchain. Finding the Velvetech team was the best thing that happened to us. We were able to meet all our deadlines and ship our products on time. We look forward to collaborating with Velvetech in the Blockchain space and other future technological areas.

Nelson Ijih
Nelson IjihBlockMint Technologies

Yuri is a talented software developer. Working together I was impressed with his dedicated business acumen, creative yet logical approach, and ability to provide multiple options to meet our software application development strategy. I highly recommend Yuri and Velvetech.

Benjamin Decio
Benjamin DecioLifeLock
Get in Touch with Us!