Web Development
Mobile Development
UX/UI Design
Staff Augmentation
CTO as a Service
Dedicated Team
Low code development
Web Development
Mobile Development
UX/UI Design
Staff Augmentation
CTO as a Service
Dedicated Team
Low code development
Wealth Management App Development Company
We build wealth management applications that help advisors and investment teams manage portfolios, client data, and reporting in one structured system.
Wealth Management App Development Services We Provide
Custom WealthTech Platform Development
We build WealthTech platforms that fit your investment approach, client needs, and daily operations.
Mobile Wealth Management App Development
We design mobile apps for investors and advisors, giving them easy access to portfolio overviews, performance tracking, and secure logins.
Portfolio Management and Rebalancing Modules
We provide tools for portfolio allocation, drift monitoring, and both automated and manual rebalancing.
Goal Planning, Risk Profiling, and Suitability
Our modules help you set investment goals, assess risk profiles, and match portfolios to each client’s needs.
Performance, Billing, and Fee Engine
We handle fee calculations, billing schedules, and performance reports for all your client groups.
Client Onboarding with KYC and AML
Digital onboarding flows with identity checks, document verification, and compliance steps.
Advisor and Back-Office Dashboards
We build dashboards for advisors, operations teams, and compliance specialists to manage their work efficiently.
Reporting, Statements, and Client Portals
Clients get portals where they can view statements, reports, and access documents securely.
Data Migration from Legacy Systems
We migrate portfolios, historical data, and client records from your existing systems.
Support, Maintenance, and SLA
We provide ongoing technical support, system monitoring, and long-term maintenance for your product.
Projects Delivered by Our Team
Myntkaup
A cryptocurrency trading platform that allows users in Iceland to trade and manage digital assets securely.
MuesliSwap
A decentralized exchange platform where users can trade, swap, and stake cryptocurrencies directly from their wallets.
Finance.ua
Ukraine’s leading financial portal with 5 million monthly visitors.
Amalie
Web form builder that automates data collection and risk scoring for a US-based consulting firm
Core Features for Wealth Management Applications
Accounts, Households, and Relationships
Support for individual clients, family accounts, and linked relationships within one structure.
Portfolio Analytics, Benchmarks, and Attribution
Clear performance tracking with benchmarks and breakdowns that show what drives results.
Model Portfolios, Drift, and Rebalance Rules
Model portfolios with rules for monitoring drift and rebalancing allocations.
Tax-Aware Trading and Loss Harvesting
Tools that help factor taxes into trading and portfolio adjustments.
Orders, Allocations, and Trade Blotter
Order creation, allocation tracking, and a full history of executed trades.
Alerts, Tasks, and Notifications
Built-in alerts and task flows to support daily advisor and operations work.
Document Vault and e-Signature
Centralized storage for client documents with approval and signing workflows.
Multi-Currency, Corporate Actions, and FX
Handling of multiple currencies, exchange rates, and corporate actions within portfolios.
Get a Technical Consultation with Senior WealthTech Engineers
Talk directly with senior engineers at Stubbs before starting development.
Name
Integrations for WealthTech Platforms
Custodians and Brokers
Integration with custodians and brokers to support account opening, balances, trades, and custody data.
Market Data and Research
Connection to market data providers for quotes, fundamentals, performance metrics, and research insights.
CRMs and Productivity Tools
Sync with CRM systems and internal tools used by advisors and operations teams.
Payments, KYC, and Identity Verification
Integration with onboarding, identity checks, and payment services required for client operations.
Accounting, General Ledger, and Tax
Financial data exchange with accounting systems and tax platforms.
Open Banking and Bank Feeds
Import of bank transactions and account balances for better financial visibility.
Tech Stack We Use
Front-end
Back-end
Mobile
Server
CMS
QA
Integrations
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Security and Regulatory Compliance
1
Authentication, MFA, and Session Controls
We secure access by assigning roles and managing user sessions.
2
Encryption in Transit and at Rest
We protect sensitive investor and financial data.
3
Audit Trails, Entitlements, and Access Control
We make user actions and permission boundaries fully visible.
4
Compliance Readiness
Our system’s architecture meets both regulatory and internal compliance requirements.
5
Backups, Disaster Recovery, and Continuity
We use data protection strategies and have plans for recovery.
Stages of work
Data and Reporting
Performance Reporting and Composite Management
Standardized performance reports across portfolios and client groups, with clear and consistent calculations.
Fee Calculations and Invoices
Fee logic based on your pricing models, with automatic invoice generation.
Client Statements and Regulatory Reports
Regular client statements and reports prepared in line with reporting and compliance needs.
BI Dashboards and Data Pipelines
Data pipelines and dashboards that help teams track performance, revenue, and key metrics.
Team
Investment and Trading Capabilities
OMS and EMS for Advisors and Desks
Advisory teams can manage orders and executions efficiently.
Rebalancing at Scale with Constraints
Bulk rebalancing with allocation and risk constraints.
Model Marketplace and Sleeve Accounting
Support for multi-model strategies and sleeve-based portfolios.
Workflow Automation for Trade Review
We offer approval workflows and operational controls for trading activities.
Why Choose Our Wealth Management App Development Company
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1
Domain Expertise in Wealth Management and Private Banking
Experience with portfolios, advisors, reporting, and financial data workflows.
2
Compliance-Ready Delivery and Security by Design
Security and access control built into the product from the start.
3
Proven Integrations with Custodians and Data Providers
Hands-on work with real-world financial integrations.
4
Flexible Engagement Models
Dedicated teams, team extension, or fixed-scope delivery.
5
Transparent SLAs and Post-Launch Support
Clear communication and long-term technical support.
Wealth Management App Development Cost — What Drives Budget
1
Feature Scope and Trading Complexity
The more advanced the portfolio logic, trading rules, and automation involved, the more time and effort development requires.
2
Number of Integrations and Data Providers
Each custodian, broker, or data source adds its own APIs, formats, and edge cases that must be handled carefully.
3
Compliance Requirements and Reporting Needs
Regulatory rules and reporting obligations directly affect system design, testing, and documentation.
4
Performance Targets, Regions, and Hosting Model
Support for multiple regions, high availability, and specific hosting setups influences overall infrastructure and cost.
FAQs
What does a wealth management app development company deliver end to end?
We handle the entire process, starting with product discovery and UX design, then moving to integrations, security setup, and ongoing support after launch.
How long does wealth management app development take for an MVP?
Building an MVP usually takes a few months. The exact timeline depends on your portfolio logic, required integrations, and regulatory needs.
Which custodians, brokers, and data providers can you integrate?
The integrations we offer depend on your region and product model. We can support most common custodians, brokers, and market data providers.
Can you build tax-aware rebalancing and loss harvesting?
Yes, we can build rebalancing logic that includes tax rules, portfolio constraints, and customizable strategies.
Do you support performance reporting, billing, and statements?
Yes, we can customize reporting, fee calculation, and client statements to fit your business model.
What impacts wealth management app development cost the most?
The main factors affecting cost are portfolio complexity, the number of integrations, compliance requirements, and reporting needs.
Can you migrate data from legacy portfolio systems safely?
Yes, we handle migration step by step and validate each stage to keep your historical data accurate and consistent.
How do you secure investor data and advisor workflows?
We ensure security through access control, encryption, activity logs, and clear separation of user roles.
Do you provide maintenance, monitoring, and SLA-based support?
Yes, after launch we provide monitoring, updates, and ongoing support according to the agreed SLAs.greed SLAs.
We would love to help.
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