Eliminate "PDF chaos" and manual Excel workflows with a scalable platform designed for High Net Worth and Ultra High Net Worth clients. Our solution provides a robust foundation to consolidate complex, multi-jurisdictional portfolios, including liquid equities, private equity, and real estate. Empower your clients with 24/7 mobile access to their total net worth and a secure vault for multi-generational estate planning, trusts, and legacy protection. Utilize our established framework to skip 4 months of basic engineering and concentrate your efforts on tailoring it to better suit your business.
70+Completed Projects
8+ YearsExpertise in Fintech Engineering
4 MonthsDevelopment time saved
1Week to start
Digital Wealth Management Platform
Our digital wealth management platform is a scalable foundation that bridges the gap between complex asset oversight and multi-generational legacy planning.
Designed for UHNWIs, Multi-Family Offices and professional financial advisors, it replaces fragmented "PDF chaos" with a secure, branded environment where every asset — from liquid equities to private entities — is visible in real-time. By leveraging our core investment management platform, you bypass months of baseline development to focus on what truly matters: preserving and optimizing the highest tier of wealth for the most demanding clients.
Skip 4 Months of Engineering
Bypass the baseline development phase. Launch your platform months ahead of the competition and focus your resources entirely on the unique features that define your brand.
Significant Cost Efficiency
Purchasing our core costs a fraction of the price of "from-zero" development, allowing you to reallocate your budget toward strategic growth rather than basic infrastructure.
Total Ownership & Private Label
We offer full access to the source code, eliminating vendor lock-in. With our "Private Label" solution, you own the asset entirely and can host and evolve it freely.
API-First & Expert Engineering
Our platform features a flexible API-first architecture for easy custom integrations. Developed by FinTech experts with over 8 years of experience, it combines high performance with top-tier cybersecurity standards.
All-in-One Asset Oversight
We offer more than traditional portfolios by including real estate tracking and a secure legacy vault for managing Wills, Trusts, and legal contracts, giving a comprehensive view of multi-generational wealth.
Premium Mobile-First Experience
HNW and UHNW clients require 24/7 clarity and transparency. Our mobile app simplifies complex global portfolios into an intuitive interface, giving elite clients instant access to their net worth anytime, anywhere.
Launch your wealth management app faster with our scalable foundation tailored to your needs!
The Technology Powering Our Wealth Management Platform
Get a tailored cost breakdown and timeline for your wealth management platform!
Most asked questions
Is the platform user-friendly for non-technical clients?
Absolutely. We have designed the user interface specifically for high-net-worth individuals (HNWIs) and their family members, rather than just for financial analysts and advisors. The platform converts complex, multi-layered data into clean and intuitive visual dashboards. Clients can easily view their total net worth, track real estate performance, and access documents through a secure mobile app or web portal, all without needing any technical expertise. Our goal is to eliminate "spreadsheet fatigue" and provide clarity and ease of use.
Why should I choose your framework instead of buying a ready-made SaaS solution?
Commercial SaaS products often require you to conform your unique processes to their rigid software. Our established framework offers the speed of an off-the-shelf product — allowing you to skip four months of basic setup — combined with the flexibility of custom software. This approach ensures you own the intellectual property, incur no per-user licensing fees, and can develop proprietary features that give you a competitive advantage.
What security standards do you use to protect High Net Worth data?
We recognize that data for Ultra High Net Worth (UHNW) individuals demands top-tier protection. Our engineering practices adhere to rigorous fintech security protocols, incorporating end-to-end encryption, secure data vaults, and role-based access control (RBAC). Additionally, we can customize our infrastructure to comply with specific regulatory standards, such as GDPR, SOC2, or any local banking regulations necessary for your jurisdiction.
Can the platform integrate with my existing custodian banks and third-party tools?
Yes, our platform is designed with an API-first architecture, ensuring compatibility with Open Banking standards and major custodian data feeds. We can seamlessly integrate with your existing ecosystem—whether that consists of CRM systems, accounting software, or direct feeds from private banks—to automate data aggregation and eliminate manual entry.
Awards & Certifications
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.
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
