Wealth asset management platform - Jappware

Wealth asset management platform

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.

Integrated asset management platform
Comprehensive portfolio management solution
Real estate asset management
Bespoke estate & legacy planning

Launch your wealth management app faster with our scalable foundation tailored to your needs!

Key Ready-to-Launch Platform Features

Asset & Estate ManagementManagement of all assets and PDF documents, including trusts, life insurances, and wills.
Real Estate Asset ManagementManage direct holdings, REITs, and funds with tracking for rental income and appreciation.
Financial Reporting & AnalyticsReal-time Net Worth tracking with dynamic charts for asset allocation and growth trends.
Finance Artificial IntelligenceManagement of data analysis and PDF insights across all Assets and Estates via AI Agent.
Centralized Administration PortalFull administrative access for finance advisors to manage Multi-Family client accounts.
Family & Advisor CollaborationManagement of granular access to assets for family and advisors.
Integrated Bank Account Tracking Real-time management of savings, credits, and balances for total financial transparency.
Secure Onboarding & Access Management of fast registration via Google or email with MFA and PIN-code protection.
Personal Money Management AppManagement of private capital with a personal money management app for HNW clients.
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform
Wealth Asset Management Platform

Most asked questions

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Awards & Certifications

CSM Certified - Jappware
Lean - Jappware
Nielsen Norman Group UX Certified - Jappware
Top 100 Companies Clutch, Fastest Grow, 2021 - Jappware
Goodfirms, Top software development company - Jappware
Clutch Global Fall, 2023 - Jappware
Clutch Champion Fall, 2023 - Jappware
Enterprice App Developers - Jappware
Evan Kirstel’s list of trusted IT providers - Jappware

Reviews

Patrick Kellenberger - Jappware
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 - Jappware
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 - Jappware
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 - Jappware
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 - Jappware
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 - Jappware
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 - Jappware
Robert Nagel
5.0

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