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Finance Technology Solutions

Wealth Management Software

Wealth Management Solution Development Services

Optimizing portfolios. Maximizing returns. Managing risk.

wealth management solution development

MARKET STATUS

Wealth management software
market state

the global wealth management software market size

- Grand View Research

0 bn
estimated CAGR of the global wealth management software market from 2025–2030

- Grand View Research

0 %
of financial institutions boosting tech budgets for digital-first needs

- Absolute Reports

0 %

FEATURES

Key features of an RPM solution

real-time porfolio tracking feature
01.

Real-time portfolio tracking

client onboarding and KYC feature
02.

Client onboarding & KYC

transaction processing feature
03.

Transaction processing

analytics dashboards and reporting feature
04.

Analytics dashboards & reporting

compliance security and risk feature
05.

Compliance, security & risk

SOLUTIONS

Our capabilities
in wealth management technology solutions

tab Portfolio management solutions tab Financial planning software tab Investment software tab Personal finance management apps tab Loan management software tab Trading platforms

Portfolio management solutions

Track investments in real time, analyze performance, and automate asset rebalancing using risk-aware algorithms. Ideal for firms building digital wealth management platforms focused on optimized allocation and long-term returns.

portfolio management solution development

Financial planning software

We design secure, scalable financial planning platforms for wealth and advisory firms that require personalized client experiences, advanced forecasting, and goal-based planning. From automated what-if analysis to tax-aware recommendations, we support the full financial planning lifecycle with intuitive tools for both clients and advisors.

financial planning software development

Investment software

We build modern investment platforms that make trading simple, secure, and accessible. By combining direct market access with guided investment plans and personalized recommendations, our solutions help investors confidently choose strategies that match their goals.

investment software development

Personal finance management apps

Personal finance management apps simplify everyday money decisions by automating routine financial tasks and centralizing real-time financial data. Powered by AI-driven analytics, these apps help users track expenses, plan savings, optimize daily spending, and gain clear visibility into their overall financial health.

personal finance management app development

Loan management software

We build loan management software that simplifies and automates the entire lending process, from origination to repayment. Using real-time data and intelligent analytics, our solutions enable faster decisions, stronger risk management, and clearer visibility for both lenders and borrowers.

loan management software development

Trading platforms

We develop robust trading platforms that enable secure buying and selling of stocks,cryptocurrency, commodities, futures, and other assets across web and mobile environments. Equipped with market data integrations, trading algorithms, and risk management tools, our solutions help businesses and investors manage diverse portfolios, stay informed on market movements, and improve trading performance.

trading platform development

Looking for a trustworthy wealth management software development partner?

Turn to Adamo

KEY INTERGRATION

Key integration of a wealth management system

Core banking systems

Automatic syncing keeps account balances and transactions accurate across the platform.

Portfolio and trading platforms

Real-time updates ensure holdings, trades, and performance data stay current.

3rd party market data providers

Live data feeds deliver up-to-date prices and market insights.

CRM systems

Integrated client data enables more personalized advisor interactions.

Risk and compliance tools

Automated monitoring supports ongoing risk control and regulatory compliance.

integration of wealth management system

CASE STUDIES

All cases

Our clients' success stories

BENEFITS

Why do businesses need custom wealth management software?

Legacy system limitations

Legacy system limitations

Outdated platforms hinder digital transformation and modern services.

Strict regulatory demands

Strict regulatory demands

Automating GDPR, PCI, SEC compliance enhances security.

Personalization demand

Personalization demand

Clients expect smart dashboards and real-time insights.

Mobile-first shift

Mobile-first shift

Competitive wealth platforms must deliver seamless mobile access.

Portfolio inefficiency

Portfolio inefficiency

Manual processes slow productivity and hurt outcomes.

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FAQ

Frequently Asked Questions

How do custom wealth management solutions compare to off-the-shelf platforms?

Custom software is tailored to a company’s specific needs but requires higher upfront investment and an in-house or dedicated team for development, maintenance, and updates. Off-the-shelf platforms are quicker to deploy, subscription-based, and maintained by the vendor. They cover core needs but offer limited customization and may require extra fees for advanced features.

Yes. Through secure API integrations, wealth management solutions can connect with CRM and core banking systems to centralize client data, support real-time insights, and provide a single, consistent view of operations.

We follow recognized security standards such as ISO/IEC 27001 and GDPR, implementing role-based access control, data encryption, and secure cloud infrastructure on AWS and Google Cloud.

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