Investment Software Development Services
We provide investment software development services for investment firms, wealth management companies, investment banks, and financial institutions. Since 2011, our team has built secure, scalable software for portfolio management, trading, reporting, and investment operations, helping firms replace manual reporting with real-time, data-driven decisions.
4.7 Rated by Clients
100+ Projects Successfully Delivered
Investment Domain Expertise
Trusted By
Who We Serve Across the Investment Industry
Asset Management Companies
Wealth Management Firms
Investment Advisory Firms
Family Offices
Investment Banks
Private Equity (PE) Firms
Venture Capital (VC) Firms
Hedge Funds
Institutional Asset Owners
Pension Funds
Sovereign Wealth Funds
Wealthtech Companies
Investment Software Solutions We Build
Investment software needs to support more than portfolio visibility. It must handle the workflows behind trading, accounting, investor management, reporting, and data analysis. At Bacancy Technology, we offer comprehensive investment software solutions that are built to support these core investment options in one connected ecosystem.
Investment Management Software
Scattered portfolios and manual reports slow decisions for investment teams. We build investment management software with automated workflows, compliance tracking, multi-asset support, and real-time analytics that cut risk and daily effort.
Portfolio Management Software
Managing multiple portfolios manually often leads to costly errors and missed opportunities. Our professionals build portfolio management software with rebalancing tools, performance tracking, risk analytics, and reporting dashboards that sharpen client allocations.
Trading Platform Development
Markets move fast, and margins stay thin, so every second matters. Our investment software development company helps you build trading platforms with fast order execution, live market data, charting tools, and risk controls for confident execution.
Investor Portals
Investors want clear, instant access to their financial data. Our team builds investor portals with real-time reporting, secure document sharing, capital call tracking, and communication tools that build long-term trust.
Order Management Systems (OMS)
Trading across multiple venues takes speed, accuracy, and tight coordination. We build order management systems that streamline trade execution, compliance checks, position tracking, and allocation for high-volume trade activity.
Investment Accounting Software
Manual investment ledger reconciliation results in errors, delays, and compliance issues. We build accounting software with automated NAV calculations, performance measurement, multi-currency support, and audit trails that keep records accurate.
Investment CRM / Investor Relationship Management
Managing investor relationships through spreadsheets means missed opportunities and slow follow-ups. We build investment CRM platforms with contact management, communication tracking, deal pipelines, and reporting tools that strengthen relationships.
Wealth Management Software Development
Effective personalized wealth management takes more than a clean dashboard. We provide wealth management software development services with goal-based planning, portfolio rebalancing, risk profiling, and client reporting that help advisors scale tailored strategies.
Investment Data & Analytics
Raw market data means little without the right structure and context. Through our investment software solutions, we build data and analytics tools with performance attribution, risk metrics, benchmarking, and predictive insights for smarter, faster decisions.
Asset Tokenization Platforms
Illiquid assets limit access, flexibility, and diversification for investors. Our team builds tokenization platforms with smart contracts, fractional ownership models, compliance frameworks, and secure custody that unlock broader asset liquidity now.
Our Investment Software Development Services for Every Stage
Every investment platform needs different support depending on where it stands today. As a reliable investment software development company, we cover each stage, from early planning to ongoing upkeep, helping your software stay reliable, secure, and ready to grow.
Custom Software Development
Off-the-shelf applications rarely fit the way a business runs. Our custom investment software development services are built around your workflows, using modern frameworks and databases to solve problems generic tools can't.
Software Consulting
Making the wrong technology decision early can cost time and budget later. With our software consulting, we build a digital roadmap with your feature set, architecture, and tech stack mapped out, along with clear cost and time estimates.
Software Integration
Disconnected systems frequently cause delays and data silos across departments. We build secure API integrations that connect your ERP, CRM, and other platforms, so data flows smoothly across your business.
Legacy Modernization
Older systems limit performance, security, and innovation. Our team modernizes legacy apps by identifying vulnerabilities, removing bottlenecks, and rebuilding them into agile, secure digital assets.
Support & Maintenance
Software left unmonitored eventually breaks down when the business needs it most. With our investment software development services, we provide ongoing monitoring, bug fixes, performance tuning, and updates to keep systems reliable.
Integration Support for Your Investment Software
As a professional investment software development company, Bacancy Technology provides Investment IT services and solutions that connect your investment software with market data, trading platforms, banking, payments, accounting, and enterprise tools.
Market & Reference Data
Our team connects market and reference data sources, keeping pricing, instruments, and benchmarks consistent across your platform.
- Pricing and market data
- Corporate actions and benchmarks
- Security master data
- Field mapping and normalization
Trading, Custody & Settlement
With trading and post-trade integrations, we support order routing, execution updates, settlement, and accurate real-time position tracking.
- Broker and execution venue APIs
- Custodian and clearing feeds
- FIX and SWIFT messaging
- Order and position reconciliation
Banking, Payments & Investor Onboarding
We connect banking and identity services to simplify investor onboarding, account verification, funding, and ongoing compliance workflows.
- Account verification and funding
- KYC and identity services
- Sanctions screening
- Investor onboarding workflows
Enterprise & Back Office
Our professionals integrate investment software with business systems, keeping investor data, accounting, documents, and reports fully connected.
- CRM and ERP systems
- Accounting and reporting tools
- Document management and e-signature
- BI and analytics platforms
Real Results from Our Investment Software Projects
Here are a few examples of how our investment software development company has helped financial businesses improve trading, manage portfolios more easily, reduce manual work, and simplify their day-to-day investment operations.
Built a Trading Platform to Improve Order Processing
Industry: Fintech
Core Technology: Angular | .NET Core | SQL Server | Azure | Bloomberg API
Our client was using different systems for trading, which made order processing slow and caused errors. We built a trading platform with Bloomberg API integration to manage orders, track executions, and handle reconciliation. This cut order processing time by 45% and gave the team better visibility into daily trading activities.
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Built Investment Management Platform for Faster Portfolio Operations
Industry: Investment
Core Technology: ReactJS | Node.js | PostgreSQL | AWS | SimCorp Dimension
An investment management firm tracked portfolios manually, making reporting slow and time-consuming. We built investment software with SimCorp Dimension for portfolio management, automated calculations, and real-time dashboards. Manual reporting work dropped by 60%, and the team could now access accurate portfolio information whenever they needed it.
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Developed an Investor Portal to Simplify Wealth Management
Industry: Wealth Management
Core Technology: ReactJS | Python | PostgreSQL | AWS | Addepar
Our client wanted to give investors easier access to portfolios, transactions, and performance reports without relying on manual updates. We developed a secure investor portal connected with Addepar for real-time portfolio data and automated reporting. The solution reduced support requests by 40% and improved investor access to account information.
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Build Your Next Investment Platform With Our Investment Software Development Services
We help financial firms build investment software that simplifies portfolio management, automates operations, and improves access to investment data.
Our Investment Software Development Process
As a professional investment software development company, we use a transparent, step-by-step process to build secure, compliant investment software with predictable delivery and measurable results.
Discovery & Requirements
First, we study your goals, workflows, compliance needs, and technical requirements to define a clear roadmap and scope before development starts.
Architecture & Security Design
Then, our architects design a scalable system architecture, building in encryption, access controls, and compliance frameworks from day one, not bolted on afterward.
Agile Development Sprints
Next, we help you build your platform in two-week sprints, shipping working features regularly and folding your feedback into the next cycle as we go.
QA & Performance Testing
Once a sprint wraps, our QA team tests functionality, performance under load, and security vulnerabilities, catching issues before they ever reach real users.
Data Feed & Third-Party Integration
After that, we connect market data feeds, custodian systems, brokers, and other third-party platforms through secure APIs, testing each one for reliable, real-time exchange.
Deployment, Monitoring & Support
Finally, we deploy your platform, then stay on with continuous monitoring, performance tuning, security updates, and support that's there as your usage grows.
Tech Stack
As a professional investment software development company, we use modern technologies to build platforms that meet the highest standards of performance, security, and regulatory compliance in the investment management industry.
| Backend Development | Node.jsJava Spring Boot.NET CorePython (Django/FastAPI)Golang |
| Frontend Development | ReactNext.jsTypeScriptRedux |
| Mobile App Development | React NativeFlutterSwiftKotlin |
| Databases | PostgreSQLMicrosoft SQL ServerMongoDBRedisAmazon Aurora |
| Cloud Platforms | AWSMicrosoft AzureGoogle Cloud Platform |
| Market & Trading Data | Bloomberg APIRefinitiv (LSEG)ICE Data ServicesInteractive Brokers APIPolygon.io |
| Trading, Order & Execution | FIX ProtocolSWIFTCharles River IMSFlexTradeKx/kdb+ (low-latency) |
| Portfolio & Wealth Management | AddeparBlack DiamondOrion AdvisorEnvestnet |
| Investment Accounting & NAV | Geneva (SS&C)SimCorp Dimension |
Investment Software Development Models That Fit Your Needs
Choose the right engagement model for your investment software development services, based on your project scope, team needs, and delivery goals.
Dedicated Investment Software Development Team
Build a dedicated team of investment software developers who work closely with your in-house team to handle ongoing development, enhancements, and new features.
Investment Software Staff Augmentation
Add skilled developers to your existing team to fill technology gaps, speed up development, and support specific investment software development requirements.
Fixed-Scope Investment Software Development
Choose a fixed-scope model for clearly defined investment software projects with agreed requirements, timelines, deliverables, and budgets.
Why Choose Bacancy Technology as Your Investment Software Development Company?
Since 2011, Bacancy Technology has built software for investment workflows that involve portfolios, trades, reporting, and financial data. Our investment software development services help firms replace manual processes, connect fragmented systems, and give investment teams better control over day-to-day operations.
Benefits You Get With Our Investment Software Development Services:
- Strong delivery capacity and multi-stack expertise across modern technologies for complex investment software projects
- Compliance-first development with security and regulatory requirements considered throughout the software development lifecycle
- ISO/IEC 27001:2022 certified organization, with information security practices built into our engineering processes
- Agile development in two-week sprints for faster feedback, regular releases, and better project visibility
- Real-time data handling for accurate portfolio tracking, reporting, and investment decisions
- Long-term collaboration with hands-on involvement from our experts throughout the project
Frequently Asked Questions
Still have questions? Let's talkIt typically takes between 3 and 6 months to build an investment platform, though the exact timeline depends on many other factors, including your specific needs and the overall scope of the project.
Yes, we do have an NDA contract in place, and we protect your data using encryption, strict access control, secure coding practices, and an ISO 27001-certified security process.
After the product has been launched, we will remain actively involved in its ongoing maintenance, continuous monitoring, debugging, updating for security reasons, and regular feature enhancements going forward.
Yes. Our investment software developers have extensive experience with SEC, FINRA, and other regulatory requirements. We build compliance into every system we develop, ensuring your software meets all relevant standards.
Absolutely. We specialize in seamless integrations with custodian platforms, trading venues, data providers, and back-office systems. Our developers work with legacy systems and modern APIs.
Security is paramount in financial software. We implement end-to-end encryption, role-based access control, audit logging, regular security audits, and comply with industry security standards. All development follows secure coding practices.
Yes. We architect all investment software for scalability from day one. Whether you're managing $10M or $10B in assets, our systems grow with your business without performance degradation.
Top-Tier IT Geniuses
Bacancy Technology is an exclusive hub of top dedicated software developers, UI/UX designers, QA experts, and product managers with incredibly rare and hidden talents you will ever come across. We let you access the exceptional IT talent globally, from independent software developers to fully managed teams.
Time Zone Aligned
Timezone is never a constraint when you are working with Bacancy Technology. We follow a simple procedure- our developers and your time zone. Hire dedicated software developers from us and collaborate from far away to work according to your time zone, deadline, and milestone.
Experienced Team
Whether you are looking for skilled developers in emerging technologies or looking for an extended arm to augment your existing team, we can lend a helping hand in both situations. We are a full-stack software development company with 1050+ skilled and experienced software developers whom you can hire at your convenience to address ongoing business challenges.