$317MRaised by our clients

$501KSaved expenses

326MUsers migrated online

705%Increased conversion rate

Awards & Certifications

Nielsen Norman Group UX Certified - Jappware

Top 100 Companies Clutch, Fastest Grow, 2021 - Jappware

Goodfirms, Top software development company - Jappware

Evan Kirstel’s list of trusted IT providers - Jappware

Reviews

Patrick Kellenberger

5.0

Thanks to Jappware’s efforts, 150 of the top tech companies in the US are now using the platform. The team is responsive, efficient, and understanding; they give solid recommendations and never miss a deadline. Overall, they’ve met the client's goals and created something special.

Dirk Dorsch

5.0

Jappware is able to consistently deliver high-quality features for the product and resolve complex issues. The team is organized and communicative, and internal stakeholders are particularly impressed with the vendor's vast technical experience and results-driven approach.

Ivo Schmiedt

5.0

Jappware’s team thinks critically and asks relevant questions to ensure their deliverables match the client's project goals. They’re excellent partners and dedicate one developer to each project so they can fully address the client's needs.

Luke Saint

5.0

Despite not working in the mortgage industry previously, Jappware has acclimated to the project effectively. This has allowed them to deliver the functionality required. They communicate clearly, even with non-technical people, and provide top-level project management.

Cliff McBride

5.0

Jappware has received highly positive feedback about their deliverables. The Chrome extension is the most used piece of software by the client. They have great communication skills and are very responsive. Their consistent flexibility has made for a successful relationship.

Eckhard Ortwein

5.0

The platform has been very well received by their client’s customers, and the ongoing service they provide completely exceeds both internal and external expectations. The Jappware team is communicative and creative, coming up with their own ideas and acting as a sounding board for new components.

Robert Nagel

5.0

The team was very dedicated to the project and dug deep to understand the industry.

Build Your Investment Solution with Professionals

Get Free Estimation

Wealth Management Software Development Services That We Offer

Try our wealth management solutions tailored to your specific needs and financial goals. All our investment management software meets regulatory compliance & ensures robust data protection.

Client Relationship Management (CRM)Enjoy seamless data exchange with our CRM integration service. Enhance your client relationship management and communication to bring user experience to a new level. Keep sensitive financial information centralized and safe, and provide personalized communication with wealth managers to build trust with your clients.

Cloud ServiceExpand your capabilities by leveraging the advantages of cloud services. Improved scalability, seamless technology, guaranteed data security, and reduced maintenance costs are valuable benefits that financial institutions can gain after migrating their investment management software to the modern cloud.

KYC&AML Software DevelopmentPrevent fraud effectively using the latest algorithms for customer identification and verification. Automate KYC/AML checks of new clients and apply robust security measures to prevent unauthorized access. With financial data collection, risk assessment, and customer due diligence features, our investment management software solutions ensure compliance and help strengthen your defenses against crime.

Integration ServicesIntegrate your wealth management system with third-party APIs and systems. Ensure seamless data exchange and communication, streamlining your operations and increasing the flexibility and performance of your investment management. Boost your company's digital transformation with seamless integration services.

Container ManagementDiscover the benefits of data-driven investment management solutions. Analytics tools we can build for you will make it easier to identify trends, seize opportunities, and mitigate risks. With deep analytics of large volumes of data and convenient information visualization, you can significantly improve your investment management and portfolio performance, maximizing your efforts.

Robo-Advisory ServicesExtend investment analysis for your clients with artificial intelligence algorithms. Robo-advisory automates routine processes, offering data-driven insights and portfolio adjustments to increase profits. With customized investment advice, robo-advisory services are the perfect way to optimize financial planning and investments for your clients.

AI ImplementationEnhance your financial strategies by implementing AI. With predictive analytics and personalized financial advice, artificial intelligence is a great wealth management solution for making informed decisions, effective investment choices, and increasing customer engagement.

Reporting and AnalyticsBenefit from comprehensive reporting and analytics services. Track progress, identify trends, and make data-driven decisions with our investment management software solutions. Using advanced real-time reports and dashboards, you can improve key performance indicators and risk management, as well as optimize operations to reach your goals.

Data Security and PrivacyImplement the latest security standards such as PCI DSS and SOC 2 to protect your customers' financial data and sensitive information. By using encryption methods, multi-factor authentication, access control, and tools for regular testing, your systems will be well-protected, meeting regulatory compliance obligations.

Support and MaintenanceOur investment software development services include ongoing support and maintenance after release. Jappware’s dedicated team will continue to release updates and fix bugs to ensure the functionality and stability of your investment software, as well as expand it with new features.

Wealth Management Software Development Process

Our investment software development is an end-to-end process that includes several simple steps:

Initial Discussion. The first step is a discussion to identify your needs, problems, and tasks.
Discovery. The next step is to research the market to understand which solution best suits your goals.
Roadmap. Based on the data collected, our team creates a roadmap and sets deadlines.
MVP. After building the software architecture and implementing key features, you receive a demo product.
Delivery. After analyzing the functionality of the demo and finalizing it, our team implements a full-featured solution.
Launch. Once everything is ready, we work with you to launch the product.
Support. Our team continues to support your product by releasing updates and bug fixes to ensure stable and secure software operation.

Advantages of Custom Wealth Management Software

Custom investment software development provides several valuable benefits, allowing you to optimize processes, improve risk management, and achieve your business goals.

Customization. Software tailored to your specific needs takes into account your unique business processes, providing a powerful tool that is perfectly suitable to your specific tasks.
Integrations. Custom software ensures seamless integration with existing systems and databases of your company and third parties.
Scalability. Custom wealth management software develops with your business. Dedicated solutions are the best way to implement new features and handle growing volumes of data.
Security. Implementing the latest security measures that meet the requirements of the financial industry and regulators helps to avoid many of the risks associated with non-compliance.
Analytics. Custom software includes advanced tools for data analysis and reporting, adapted to the specific KPIs of your organization.
Automation. Optimizing routine processes allows you to reduce operating costs and the risk of human error, thereby saving money and time.
Customer Focus. Custom applications have improved user interface and enhanced functionality, which increases customer satisfaction and user experience.
Flexibility. Custom software can be adapted to market changes and regulatory requirements, allowing you to quickly respond to different types of changes.
Unique Features. Custom solutions that meet your needs may include unique features your competitors using off-the-shelf solutions do not have. This way, you can stand out from other market players and provide a unique customer experience.

Custom Wealth Management Software Solutions

01Wealth Management SoftwareIn our investment software development and wealth management services, we take into account three essential aspects: technology, industry knowledge, and customer focus. This approach allows us to create a stable and scalable software architecture that is secure enough to guarantee the functionality and reliability of your systems. User focus, in turn, provides intuitive and user-friendly interfaces, meeting the needs and preferences of clients. Custom solutions are the best way to improve the efficiency of processing operations and transactions.

02Mobile Wealth Management ApplicationWe build wealth management apps that include all the key and additional features designed to provide a first-class user experience. During the process of wealth management app development, we integrate features for easy access to investment portfolios, real-time market data feeds, performance monitoring, receiving notifications, as well as biometric authentication for security. The wealth management applications we release comply with regulations and app store rules.

03Investment PortfoliosWealth management firms can enhance their portfolio tracking, risk assessment, and asset allocation with custom wealth management software. We use effective data visualization methods to provide clients with clear information about their portfolios. Combined with smooth integrations with third-party services, the software provides access to real-time data for detailed portfolio analysis. Custom applications are the best way to make informed decisions, model different scenarios, and reduce risks when it comes to investment solutions.

04Compliance Monitoring SoftwareAvoid potential risks and penalties by integrating compliance features. We focus on KYC/AML and data privacy regulations to ensure your software meets the required standards and regulatory frameworks. With the compliance monitoring and advisory services we provide, you can easily navigate the regulatory landscape while avoiding legal issues.

Accelerate Launch with Our Scalable Wealth Management Platform

Don’t build from scratch, leverage our 3,200+ hours of pre-engineered architecture to launch a professional ecosystem for UHNW families and financial advisors. We provide a proven technical foundation, including a web platform and a native mobile app, with a flexible delivery model. You can purchase the full source code for total ownership or partner with us to fully customize it. We’ll integrate your unique business logic, investment mandates, and family governance needs, adding custom features and integrations to match your exact requirements.

Save months of development effort by starting with a pre-built base designed for the highest tier of wealth. Learn more about our white label wealth management platform or request a free project estimate.

Integrated asset management platform

Comprehensive portfolio management solution

Real estate asset management

Bespoke estate & legacy planning

Accelerate Launch with Our Scalable Wealth Management Platform

Stories & Case Studies

All case studies

Unzer: Accept Payments. Effortlessly and Anywhere.

Unzer provides Europe-wide payment and trade solutions with their "UnzerOne" platform, empowering businesses to optimize processes, integrate secure payments, and offer personalized shopping experiences.

Expertise:: web, UI/UX, devOps, payments, finTech

Technologies:: Java, Spring Framework, MySQL, AWS, Angular, Apache Stack, Python, Kafka, MongoDB, python, Django, Pandas, React, Vue

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Onboarding and collaboration solutions for firms and their customers

Better end-to-end onboarding, all-in-one compliance, and collaboration Platform for regulated firms and their customers.

Expertise:: web, UI/UX, devOps, Back-end

Technologies:: Java, Python, Spring Framework, Angular, AWS, Microsoft Azure, JSReport, MongoDB

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Unzer: Accept Payments. Effortlessly and Anywhere.

Expertise:: web, UI/UX, devOps, payments, finTech

Technologies:: Java, Spring Framework, MySQL, AWS, Angular, Apache Stack, Python, Kafka, MongoDB, python, Django, Pandas, React, Vue

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Onboarding and collaboration solutions for firms and their customers

Better end-to-end onboarding, all-in-one compliance, and collaboration Platform for regulated firms and their customers.

Expertise:: web, UI/UX, devOps, Back-end

Technologies:: Java, Python, Spring Framework, Angular, AWS, Microsoft Azure, JSReport, MongoDB

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Unzer: Accept Payments. Effortlessly and Anywhere.

Expertise:: web, UI/UX, devOps, payments, finTech

Technologies:: Java, Spring Framework, MySQL, AWS, Angular, Apache Stack, Python, Kafka, MongoDB, python, Django, Pandas, React, Vue

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Onboarding and collaboration solutions for firms and their customers

Better end-to-end onboarding, all-in-one compliance, and collaboration Platform for regulated firms and their customers.

Expertise:: web, UI/UX, devOps, Back-end

Technologies:: Java, Python, Spring Framework, Angular, AWS, Microsoft Azure, JSReport, MongoDB

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Unzer: Accept Payments. Effortlessly and Anywhere.

Expertise:: web, UI/UX, devOps, payments, finTech

Technologies:: Java, Spring Framework, MySQL, AWS, Angular, Apache Stack, Python, Kafka, MongoDB, python, Django, Pandas, React, Vue

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Onboarding and collaboration solutions for firms and their customers

Better end-to-end onboarding, all-in-one compliance, and collaboration Platform for regulated firms and their customers.

Expertise:: web, UI/UX, devOps, Back-end

Technologies:: Java, Python, Spring Framework, Angular, AWS, Microsoft Azure, JSReport, MongoDB

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Unzer: Accept Payments. Effortlessly and Anywhere.

Expertise:: web, UI/UX, devOps, payments, finTech

Technologies:: Java, Spring Framework, MySQL, AWS, Angular, Apache Stack, Python, Kafka, MongoDB, python, Django, Pandas, React, Vue

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Unzer: Accept Payments. Effortlessly and Anywhere.

Expertise:: web, UI/UX, devOps, payments, finTech

Technologies:: Java, Spring Framework, MySQL, AWS, Angular, Apache Stack, Python, Kafka, MongoDB, python, Django, Pandas, React, Vue

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Hit Your Sales Goals

Improve your financial situation by building an automated solution to investigate historical deals that make your sales more predictable.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech

Technologies:: Java, Python, React, MongoDB, GCP, Spring Framework, Jupyter, REST, SOAP, React Native

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Mortgage and Lending Technologies. Banking with You in Mind

We are building mortgage and lending technologies for brokers to simplify complex finance and credit cases and help people struggling to get a mortgage with bank lenders directly.

Expertise:: web, UI/UX, devOps, OpenBank, API Integrations, finTech

Technologies:: Java, Spring Framework, MongoDB, React, AWS, REST, SOAP, RSA

Onboarding and collaboration solutions for firms and their customers

Better end-to-end onboarding, all-in-one compliance, and collaboration Platform for regulated firms and their customers.

Expertise:: web, UI/UX, devOps, Back-end

Technologies:: Java, Python, Spring Framework, Angular, AWS, Microsoft Azure, JSReport, MongoDB

Lending | Score: Powering Mortgages

Lending Score is a startup company that revolutionizes the financial services industry, enabling a more customer-centric approach and fostering unprecedented innovation.

Expertise:: web, mobile, UI/UX, devOps, payments, finTech, Serverside

Technologies:: Java, Spring Framework, React, AWS, MySQL, Terraform, React Native

Set Up Your Very Own Wealth Management Software Today!

Get Free Estimation

Technologies We Use

Why Choose Us

Jappware is not just about providing software. Our team is focused on creating long-term partnerships. With our expertise in software development, we know that launching a product is just the beginning. The key question is: how can your customers use your product to achieve their goals?

By working with us, you get a full-fledged partner in wealth management software development, who will guide you through all stages from concept to support of the product.

We offer a wide range of solutions: from CRM systems and integrations to the implementation of AI and tools for data analysis and reporting. What's more, our developers can add unique features based on your needs, thereby allowing you to distinguish your product in the market.

By choosing Jappware, you get not just a contractor, but a reliable ally, ready to help in any situation!

Engagement Models

Our investment software development includes the following engagement models:

Dedicated Team

Ideal for large-scale projects. You get a full team of developers, designers, and testers, as well as access to the expertise of our guilds at all stages of development.

Team Augmentation

Perfect to empower your existing team. We provide specialists to speed up workflow on specific tasks or projects.

Services We Offer

All industries

E-Commerce

We will evolve your E-Commerce and Retail approach to increase your revenue and reduce costs

Logistic

Facilitate manufacturers and consumers to better and more efficiently affect the global economy through the goods movement

LegalTech

Enhance the practice of law, improve legal operations, and deliver legal services more efficiently and cost-effectively

Custom Insurance Software Development Services

Discover the benefits of digital transformation with custom insurance software development. Automate your processes and increase operational efficiency with innovative insurance solutions. With advanced technologies and top-notch tools for data analytics, claim management, underwriting, insurance billing, risk, and policy management, it becomes much easier to boost business growth and increase customer satisfaction.

All industries

FAQs

How to start wealth management software development in our company?

How quickly can we start developing wealth management software?

How long does it take to develop wealth management software?

What is the estimate of wealth management software development?

Contact us to build the right product with the right team

Top-rated software development company

50+In-House Professionals

93%Employee Net Promoting Score

10+Active Projects

5+Years on the Market

Wealth Management Software Development

Awards & Certifications

Reviews

Patrick Kellenberger

Dirk Dorsch

Ivo Schmiedt

Luke Saint

Cliff McBride

Eckhard Ortwein

Robert Nagel

Build Your Investment Solution with Professionals

Wealth Management Software Development Services That We Offer

Wealth Management Software Development Process

Advantages of Custom Wealth Management Software

Custom Wealth Management Software Solutions

Accelerate Launch with Our Scalable Wealth Management Platform

Stories & Case Studies

Unzer: Accept Payments. Effortlessly and Anywhere.

Hit Your Sales Goals

Mortgage and Lending Technologies. Banking with You in Mind

Onboarding and collaboration solutions for firms and their customers

Lending | Score: Powering Mortgages

Unzer: Accept Payments. Effortlessly and Anywhere.

Hit Your Sales Goals

Mortgage and Lending Technologies. Banking with You in Mind

Onboarding and collaboration solutions for firms and their customers

Lending | Score: Powering Mortgages

Unzer: Accept Payments. Effortlessly and Anywhere.

Hit Your Sales Goals

Mortgage and Lending Technologies. Banking with You in Mind

Onboarding and collaboration solutions for firms and their customers

Lending | Score: Powering Mortgages

Unzer: Accept Payments. Effortlessly and Anywhere.

Hit Your Sales Goals

Mortgage and Lending Technologies. Banking with You in Mind

Onboarding and collaboration solutions for firms and their customers

Lending | Score: Powering Mortgages

Unzer: Accept Payments. Effortlessly and Anywhere.

Hit Your Sales Goals

Lending | Score: Powering Mortgages

Unzer: Accept Payments. Effortlessly and Anywhere.

Hit Your Sales Goals

Mortgage and Lending Technologies. Banking with You in Mind

Lending | Score: Powering Mortgages

Hit Your Sales Goals

Lending | Score: Powering Mortgages

Mortgage and Lending Technologies. Banking with You in Mind

Mortgage and Lending Technologies. Banking with You in Mind

Onboarding and collaboration solutions for firms and their customers

Lending | Score: Powering Mortgages

Set Up Your Very Own Wealth Management Software Today!

Technologies We Use

Why Choose Us

Engagement Models

Dedicated Team

Team Augmentation

Services We Offer

E-Commerce

Logistic

LegalTech

Custom Insurance Software Development Services

FAQs

How to start wealth management software development in our company?

How quickly can we start developing wealth management software?

How long does it take to develop wealth management software?

What is the estimate of wealth management software development?

Our Insights

Agile Security in Software Development: Our Approach to Delivery

Blockchain in Wealth Management: Enhancing Security, Transparency, and Efficiency

AI in Wealth Management: From Robo-Advisors to Personalized Investment Strategies

Implementing Data Analytics in Wealth Management

Benefits of Predictive Analytics in Finance

Contact us to build the right product with the right team

Thank you for your message

Top-rated software development company