Our Services
WHAT WE OFFER
Our Core Investment Software Development Services
Custom Solutions Development
With 20+ years of experience in financial software development, we build solutions for various needs — from web and mobile apps to complete SaaS products.
Integration with Third-Party Software
To ensure the maximum integrity and efficiency of your investment software, we’ll help you integrate it with key enterprise solutions and third-party tools.
Modernization of Your Existing Software
If you want to upgrade your investment management solution with new features or migrate to the latest technologies, it’s the right moment to engage us.
WHAT WE BUILD
Boosting Investment Management
Portfolio Management Software
Relying on advanced data analytics, we develop robust tools that take investment portfolio management to the next level.
Trading Platforms
Increase the profitability of your transactions by leveraging trading solutions built to address your challenges and needs.
Robo-Advisors
With robo-advisors, get advantage of automated algorithm-driven financial operations like planning and wealth management.
Brokerage Solutions
We implement feature-rich platforms for brokerage businesses to facilitate precise risk evaluation and market analysis.
Investment Accounting Systems
Streamline operations like payouts, transaction recordkeeping, billing, and reporting with accounting software.
Client Lifecycle Management
If you want to manage easily every step of the client lifecycle, including KYC and AML, we’ll provide you with the right solution.
Alternative Investment Management
We develop innovative software to support companies that work with alternative asset investments and want to drive growth.
CRM Systems
Unveil the power of communications and customer data management with our CRM services and the use of AI-Call Analytics.
Ready to Innovate and Advance with Us
Let’s talkTRENDING SECTOR
Alternative Investment Management
Platforms designed exclusively to support alternative investment operations allows businesses to unlock all opportunities that this popular sector offers. While there is high market volatility and fluctuating yields, it’s a good moment to leverage a new investment portfolio that adds asset diversification and increases income.
Whether you want to deliver a full-fledged SaaS platform for investors or build a solution that will help you boost profits — our team of experts is here to assist you. We’re driven to implement software that helps enhance access to small business finance and support retail investors and financial advisors in their endeavors.
- Venture capital
- Hedge funds
- Real estate
- Commodities
- Tangible assets
- Cryptocurrencies
KEY COMPONENTS
Robust Investment SaaS Platform
Admin Back Office
With the admin portal, you get access to tools that allow for configuring settings, managing user accounts, tracking analytics, and performing general admin activities.
Investor Portal
Provide investors with popular features like performance reports, investment updates, and financial statements to help them accelerate fundraising and scale operations.
Partner Portal
If you plan to build a SaaS platform that includes participation of intermediaries, consider delivering a portal to allow them to easily manage their part of the process.
Mobile App
Complete your investment solution with a mobile app to extend services to mobile devices and let your investors benefit from on-the-go access to the platform’s features.
Marketing Platform
Enhance your product’s reach and cater better to your target audience by including a solution to manage your marketing efforts and promote the investment platform.
Analytics and Reporting
With data analytics and custom reporting tools, investors can easily evaluate performance, industry trends, economic cycles, and other valuable data to make informed decisions.
Integration Capabilities
Facilitate interoperability and data exchange with third-party software to leverage all investment tools with our API integration services, webhooks, and connectors.
Collaboration Tools
If you want to enable communication among the platform’s users, whether they are investors or partners, implement collaboration features into your software environment.
Billing and Subscriptions
To support seamless management of user subscriptions, billing, and payment processing, we can build for you a separate module that will help you optimize these operations.
CORE CAPABILITIES
Software Features to Address Your Needs
- Investment Performance
- Asset Management
- Trade Order Management
- Client Onboarding
- Document Management
- Payment Integrations
- Investment Research
- Reporting and Analytics
- Risk Management
- Due Diligence
Need a Consultation? Talk to Us
CONTACT NOWOUR EXCELLENCE
We Know What Makes a Difference
Enhanced Security
We ensure maximum protection for your solution by leveraging the best security standards and practices and paying special attention to Quality Assurance.
Regulatory Compliance
Investment industry is regulated by a variety of laws, acts, protocols, and standards — we know which ones to follow when implementing your software.
Excellent Customer Experience
Our team will help you make your platform intuitive, efficient, and feature-rich to provide investors and other financial players with a smooth user experience.
Business Intelligence
To make the most of investment operations and data in particular, consider embracing business intelligence that can boost your competitive advantage.
WHY VELVETECH
Over 20 Years of Experience in the Field
Before starting Velvetech, its founders had been delivering IT solutionsband services to the FinTech sector for years. And investment management software was no exception. A strong interest and deep expertise set the stage for the quick evolvement of a team and efficient practices that helped many companies meet their needs.
We rely on our industry knowledge and technology skills to drive the development of software for investment and financial asset management. Focusing on each client’s case, our team helps companies create digital products for processes like origination, due diligence, performance, investor control, and returns.
- Full-Cycle Development
- Focus on Security
- Flexible Engagement Models
- Cost-Efficiency
- Tailored Approach
What Our Clients Say
I have been working with Velvetech since 2012. I was looking for a local development team able to produce quality financial software products, and I am very glad that I’ve met Velvetech. We have successfully implemented and deployed to production several financial applications. It is a pleasure to work with Veltetech team. I would highly recommend them as a reliable software development partner.
Tradespoon
Of all the companies we spoke to, Velvetech was the one that had hands-on prior experience with Blockchain. Finding the Velvetech team was the best thing that happened to us. We were able to meet all our deadlines and ship our products on time. We look forward to collaborating with Velvetech in the Blockchain space and other future technological areas.
BlockMint Technologies
Yuri is a talented software developer. Working together I was impressed with his dedicated business acumen, creative yet logical approach, and ability to provide multiple options to meet our software application development strategy. I highly recommend Yuri and Velvetech.
LifeLock
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Get in Touch with Us!
