Custom Investment Software Development Services
SysGears develops flexible investment solutions that drive smarter decisions. With us, you can modernize operations, reduce costs, enhance reporting accuracy, and build investor trust. We design reliable systems that evolve with your business – from robo-advisors to data hubs, you get solutions that stay relevant and aligned with your strategic goals.
About Us
SysGears designs and develops investment management software customized to the needs of investment companies, asset managers, fintech startups, and financial institutions, leveraging technology to drive a competitive advantage. With expertise in cloud, big data, and AI, we create systems that enhance security, improve portfolio oversight, and enhance client experience. From investor portals and portfolio management solutions to AI-driven advisory tools, with our systems, you are ready for the future in finance.
Awards
Clutch
Top Scala
Developers
Aciety
Mobile Devices
Development
Upwork
100% Job Success
Aciety
Cloud Computing
Development
Upwork
Top Rated Plus
Aciety
System Architecture
Development
Tailored Solutions for Investment Management
At SysGears, we develop custom investment solutions that empower investment businesses, such as fintech startups, investment banks, insurance providers, and hedge funds, to optimize performance, improve transparency, and enhance investor engagement. Our solutions cover the full investment lifecycle
Investment Portfolio Management Software
SysGears designs digital solutions to unify all portfolio data in one place, providing real-time visibility into asset performance and allocation. These systems help investors and managers track returns, analyze risks, and generate transparent reports.
Investment Data Hubs
We build centralized data management systems that collect, store, and structure market data, transaction records, and research data from multiple sources into one reliable environment. Data hubs improve reporting accuracy and allow stakeholders to work with up-to-date insights.
Accounting & Fund Management Systems
Our team develops robust software that automates accounting workflows and manages complex fund operations, investor allocations, capital calls, and fee structures. These systems enable investment firms to maintain compliance, reduce manual errors, and scale operations.
Trading Platforms & Mobile Apps
SysGears engineers advanced trading tools that allow investors to place orders instantly, track positions in real time, and receive automated market alerts. These platforms enhance trading speed, improve transparency, and support faster investment decisions.
Execution & Order Management Systems
We deliver streamlined solutions that manage the full lifecycle of investment orders – from pre-trade checks to automated workflows and post-trade reporting. They manage to minimize operational risks, improve compliance, and accelerate trade processing for higher efficiency.
Robo-Advisory Solutions
Our team creates AI-powered tools that deliver personalized investment advice for portfolio rebalancing, tax optimization, and wealth management. These systems make professional investment services accessible to a broader range of clients with lower overhead.
Investor Portals & Digital Onboarding
We develop custom portals that simplify investor interactions. They automate onboarding workflows, handle identity verification, provide instant access to reports, and centralize communication, giving investors access to performance data and documents.
Investor Reporting Tools
SysGears designs reliable software that turns raw portfolio, compliance, and financial data into investor-friendly insights. With customizable dashboards and scheduled reporting, these tools strengthen transparency and improve communication between managers and investors.
Investor Registry & Transfer Systems
SysGears designs reliable software that turns raw portfolio, compliance, and financial data into investor-friendly insights. With customizable dashboards and scheduled reporting, these tools strengthen transparency and improve communication between managers and investors.
Our specialists architect smart systems that leverage predictive analytics to evaluate market trends, detect patterns, and optimize portfolios. They enhance investment strategies and minimize risks associated with human bias.
Real Estate Investment Solutions
We build dedicated platforms that centralize real estate assets, transactions, tenant data, and investment returns. These solutions enhance investor visibility, streamline property management, and provide accurate performance analytics to support strategic decision-making.
Cloud Investment Management Systems
SysGears team delivers resilient, cloud-based solutions that support portfolio oversight, transaction processing, and investor reporting. These systems lower infrastructure costs and ensure continuous availability and data security.
Investment Data Analytics Platforms
We build predictive analytics tools that process large volumes of portfolio, market, and transactional data as well as uncover hidden patterns, trends, and correlations. They empower investment firms to anticipate market shifts, minimize risks, and identify revenue opportunities.
Custom Investment Software Development Services
From business analysis and UX/UI design to development, testing, and release, SysGears covers the entire cycle of investment software development, customized to the needs of financial companies. The result: services that drive growth, mitigate risks, and create lasting value for both investors and your business.
Every successful investment software development starts with a deep understanding of business requirements. Our team conducts business analysis and consulting to examine your workflows, define your needs and challenges, and assess the market environment, creating a clear development roadmap that ensures your product is not only functional but also profitable.
In investment software, strong UI/UX design organizes complex data in a clear, structured way, helping both investors and managers access and implement actionable insights with ease. Our designers focus on usability, clarity, and trust, creating clean layouts and intuitive user experiences. With user-friendly dashboards and seamless navigation, both investors and managers can interact with financial data confidently and without friction.
Web & Mobile Investment Software Development
Nowadays, investors expect to manage their assets in a few clicks. We develop web and mobile applications that combine seamless user experience with reliable architecture. Intuitive interfaces make it easy for investors to act quickly, while robust backend systems process data effectively, ensuring seamless transactions, accurate reporting, and secure experiences across all devices.
Our agile approach keeps your investment software development on course. We ensure your investment product grows gradually without delays or surprises, delivering features step-by-step, collecting feedback, and optimizing priorities. Each iteration brings measurable progress, helping you adapt with confidence.
Every click, calculation, and report must work reliably in investment software. Our QA experts verify functionality, performance, usability, and integration through manual and automated testing to validate every feature, from portfolio reporting to transaction execution, so that you get a stable, trusted platform your team and investors can rely on.
Post-Launch Investment Software Support & Evolution
Our collaboration doesn’t end at launch. After release, our team continues to work with you on your product, providing feature enhancements, security patching, and performance optimization. As your business grows, we expand your investment software with new features, keeping it secure, fast, and ready to meet tomorrow’s challenges.
Industries and Companies We Work With
SysGears works with a wide range of financial organizations:
Investment Banks & Fintech Startups
We create secure, customizable systems for large and small investment businesses, helping companies innovate while ensuring security and compliance.
Insurance Providers & BFSI Organizations
We integrate investment tools into broader financial ecosystems, facilitating engagement, convenience, and client trust.
Asset & Wealth Management Firms
We design tools that simplify portfolio management, automate reporting, and deliver clear insights, enhancing transparency and reducing manual work.
Private Equity & Hedge Funds
We create solutions tailored for alternative investment firms to manage complex strategies, streamline deal flows, and optimize performance across diverse asset classes.
Why Choose SysGears
With more than 15 years of experience, we’ve been building custom solutions for companies across the financial and other industries. Many of our clients choose SysGears as their long-term technology partner, knowing we can reliably align solutions with their business goals as well as adapt their platforms to new opportunities and market demands.
Investment Software That Grows With You
At SysGears, we develop software engineered to support long-term business growth. We focus on designing solutions that are easy to extend, maintain, and adapt for future challenges, helping you meet emerging user needs, expand into new markets, and stay ahead of investor expectations throughout the years.
Solutions That Maximize Results
SysGears develops solutions that optimize efficiency and profitability. By reducing manual processes, improving data accuracy, and enabling real-time insights, we empower financial businesses to reduce costs, unlock new growth opportunities, achieve higher returns, and foster stronger client trust.
Data Security for Today and Tomorrow
We make sure your investment software is protected from data breaches and cyber threats. SysGears implements end-to-end encryption, rule-based control, and multi-factor authentication to shield sensitive financial data. To ensure confidentiality and trust, we also sign a Service Agreement and NDA to protect your intellectual property rights.
Engagement Models That Match Your Business Goals
From full-scale development to team extension, SysGears provides three flexible engagement models, offering the right balance of expertise, speed, and value.
Full-Cycle Development
It’s the best option for investment companies seeking end-to-end software delivery: from product discovery and architecture development to deployment and post-launch support.
Dedicated Teams
Ideal when you need extra hands, not a full takeover. By hiring a dedicated development, QA, or UI/UX team, you strengthen your in-house capacity with specialized expertise where it matters most.
Staff Augmentation
A perfect option if you need to close skill gaps fast without the cost of permanent hires. Our specialists integrate smoothly into your processes, providing the right skills at the right time.
Technologies for Investment Management Solutions
Our engineers use modern technologies to build investment software tailored to your specific goals. Here’s the tech stack we harness:
Frontend
JavaScript
TypeScript
React
Next.js
React Native
Expo
Backend
JavaScript
TypeScript
Scala
Node.js
Express
NestJS
ZIO
Apollo
GraphQL
Play 2
Akka
Akka-HTTP
Databases
MySQL
PostgreSQL
MongoDB
DynamoDB
Firebase FireStore
Firebase Realtime Database
Redis
Supabase
Testing Tools
Jest
React Testing Library
Cypress
Enzyme
Mocha
Chai
Puppeteer
Cloud / Infrastructure
AWS
GCP
Azure
Apache Mesos
DC/OS
Databricks
Docker
UI frameworks
Material UI
Tailwind CSS
Ant Design
NativeBase
Tamagui
AI / ML
OpenAI APIs
Google VertexAI
Whisper engine (CUDA)
Big Data
Scala
Python
Apache Spark
Kafka
ELK
Akka
ZIO
Python Pandas
Make smarter investment decisions backed by reliable technology
How SysGears Transforms Obstacles into Growth Opportunities
MindAuth: Multi-Factor Authentication Service
B2B
Cyber Security
Multi-Factor Authentication Service
SysGears developed a SaaS authentication solution paired with iOS and Android mobile apps. Designed for banking, fintech, and healthcare products, the solution integrates biometric checks, multi-factor verification, and blockchain-baked data protection. With its scalable architecture, the system can offer identity protection for thousands of clients. With this foundation, businesses gain a trusted way to authenticate users, safeguard transactions, and meet evolving regulatory demands.
Workflow Automation Software
SysGears helped a client build an intelligent workflow automation engine with real-time monitoring, modular architecture, and API integrations that would allow users to delegate any business supervision process to it. The platform enabled businesses to connect apps, automate tasks, and adapt workflows to their needs, which led to streamlined operations, minimized manual work, reduced human errors, saved time, and ensured greater efficiency across different processes.
TotalSDS: Documentation Management Software
Chemical
Mobile
Documentation Management Software
SysGeard built a cross-platform mobile application for TotalSDS, a U.S. chemical company, to simplify document management and streamline regulatory compliance. The app, available on both iOS and Android, provides offline access, intuitive navigation, and seamless integration with the existing ecosystem. Through design, QA, and agile project management, we ensured a smooth launch and reliability across devices. This solution allowed the client’s team to save time on documentation and focus on their tasks.
Our Approach to Investment Software Development
First Call
We begin with a first call, during which we discuss your investment software vision. During this stage, we gather information about your challenges, expectations, and growth objectives, as well as set the right foundation for collaboration, ensuring our team understands your investment project before moving forward.
In the discovery stage, we analyze how your investment business operates, where the challenges lie, and what your target users expect. By studying your workflows, competitors, and industry trends, we define scope, risks, and project roadmap. The result is a structured plan designed to enhance efficiency, mitigate potential issues, and ensure business goals alignment.
We design investor-focused interfaces that emphasize usability and transparency. We create wireframes and prototypes that help your team test workflows, spot gaps, and share feedback before development begins. Our approach ensures design clarity and reduces risks before development begins.
Our team builds investment solutions in short, iterative cycles, applying proven development practices to deliver results early, evolve functionality gradually, and accelerate value delivery. Every iteration undergoes thorough testing to ensure stability under real-world conditions and compliance with financial industry standards before release.
We apply strict quality assurance practices throughout the entire development cycle to minimize risks and maximize software stability. With the help of automated and manual QA, our experts verify every module, covering functional and non-functional requirements. This approach ensures that your investment system delivers a consistent user experience and is trusted by your team and investors.
Deployment & Continuous Evolution
We take care of the entire release process to ensure your software runs smoothly. Following the launch, our team continues to work on your project, enhancing existing features, adding new functionality, and delivering updates when needed. This continuous evolution ensures your platform remains secure and aligns with changing marketing requirements, keeping your business ahead of the competition.
Clients Powered by Our Software
5.0
“The services that SysGears is currently providing are precisely what we are seeking.”
Executive
MotionElements
5.0
“I couldn’t speak more highly of their conduct, competence, trustworthiness, and reliability.”
Adam Wood
Founder & CEO, CertifiedBy.com
5.0
“SysGears’ responsiveness and flexibility were key factors to keep the project on track and meet our expectations.”
Executive
Rentweet
Talk to our experts to assess your investment software requirements. We’ll help you define priorities, reduce risks, and improve investor engagement.
FAQ
What is the typical timeline for developing an investment platform?
The development of an investment platform is a step-by-step process that depends on the scope, complexity, level of customization, and technologies involved in your project. A smaller solution may be ready within months, while enterprise-grade platforms take longer. To set realistic expectations, we work with you to outline a project roadmap that clarifies milestones and estimates delivery timelines.
How can SysGears help me improve investor experience with technology?
SysGears can help you elevate investor experience by developing intuitive, user-friendly platforms: from digital onboarding to personalized reporting and portfolio management. Our solutions help you build stronger trust and loyalty among your clients by keeping investors engaged and confident in your services.
Can you integrate new investment software with my existing systems?
Absolutely. Our team can assess the technical feasibility and integrate your new platform with your existing IT ecosystem, which may include CRM systems, accounting software, external data providers, and payment gateways. At SysGears, we aim to help you avoid costly replacements as well as ensure minimal disruption to your current operations.
How much does custom investment software development cost?
The cost varies depending on the solution’s complexity and your specific business needs. Factors such as visual design, tech stack, connection with other systems, data security requirements, and multi-platform availability directly impact the pricing. That’s why we begin with an in-depth analysis and consulting to define priorities and provide preliminary estimates, ensuring the solution fits your budget and growth strategy.
Do you provide after-launch support for investment software?
At SysGears, our work doesn’t stop at launch. We continue working with you on your investment software, improving existing features and adding new ones to meet ever-evolving user expectations, ensure alignment with emerging market trends, and provide updates to address rising security threats.
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