FASTER PORTFOLIO AND TRADE MANAGEMENT
Up to 45% faster portfolio and trade management achieved in selected client engagements through workflow automation, real-time market and portfolio data integration, and AI-assisted investment analytics.
LOWER OPERATIONAL COSTS
Up to 60% lower operational costs achieved in selected client engagements through custom dashboards, client portals, integrated portfolio and risk management systems, and reduced manual processing.
EXPERTS ON BOARD
Access to a cross-functional team of 250+ software engineering, data, cloud, AI, cybersecurity, and consulting professionals supporting investment and wealth management technology initiatives.
INVESTMENT SOFTWARE PROJECTS DELIVERED
Custom investment platforms built for asset managers, wealth advisors, hedge funds, and robo-advisory firms worldwide.
The investment industry operates under extreme pressure, where every moment can impact millions of transactions. Many platforms still rely on outdated infrastructure, which causes delays and disruptions and opens the door to cyber threats, and stringent regulatory requirements only complicate the situation. Errors or delays in processing transactions can cost businesses money and customer trust.
Computools builds powerful, scalable trading software powered by AI, blockchain, and automation that delivers real-time transaction processing, enhanced security, and seamless compliance.
In 90–120 days, Computools builds an AI-assisted Investment Research & Decision Intelligence layer that brings together market data, filings, research notes, transcripts, portfolio context, and internal documents and prepares review-ready investment briefs for analyst and portfolio manager judgment.
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In 90–120 days, Computools builds a governed Portfolio Data & Risk Intelligence Layer that unifies PMS, OMS, custodian, market data, benchmark, exposure, liquidity, and risk sources into one analytics environment for investment, risk, operations, and leadership teams.
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In 90–120 days, Computools builds Trade Lifecycle & Settlement Automation around existing post-trade systems, covering trade matching, confirmation, reconciliation, exception routing, and evidence assembly across OMS/EMS, custodians, brokers, clearing, and accounting systems.
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In 60–90 days, Computools builds a Digital Investor Onboarding & Suitability Automation workflow that connects identity verification, KYC/AML, suitability checks, document validation, e-signatures, and account opening while automatically routing flagged cases to compliance teams for human review.
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In 90–120 days, Computools builds Investment Compliance & Trade Surveillance Automation that consolidates transactions, communications, client records, and audit trails, prioritizes higher-risk cases, and prepares supporting evidence before compliance specialists begin review.
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In 90–120 days, Computools modernizes client reporting and investor servicing by connecting portfolio data, statements, documents, communications, and performance reporting into a secure investor portal and unified reporting workflow.
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In 90–120 days, Computools builds AI-assisted Private Markets Due Diligence & Document Intelligence that extracts and structures fund terms, portfolio-company data, financials, covenants, risk factors, and investment memo inputs before the investment team begins review.
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In 120–180 days, Computools launches the first Trading Platform & Market Data Modernization Layer around a selected trading, market-data, or execution workflow using APIs, streaming data services, cloud-ready components, and integration services while keeping the existing trading stack intact.
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VP of Customer Success in Finance and Education
As a trading platform development company, Computools develops and modernizes multi-asset trading, execution, market-data, and post-trade systems. Solutions can support real-time quotes, order routing, charting, trade execution, portfolio visibility, risk controls, and secure web and mobile trading experiences for brokerages, FinTech companies, and investment firms.
We develop asset management software for institutional investors, wealth managers, advisors, and investment firms. As a wealth management software development company, we build advisor, portfolio, reporting, onboarding, and client engagement platforms with capabilities for portfolio tracking, rebalancing, performance measurement, robo-advisory workflows, and integration with custodians and market data providers.
Computools develops portfolio management software that consolidates positions, transactions, market data, risk metrics, and investment performance into a unified environment. Our portfolio analytics software development capabilities include portfolio modeling, performance attribution, forecasting, risk analysis, real-time dashboards, and AI-assisted insights that support investment research and decision-making.
We build custom post-trade settlement software for trade capture, matching, reconciliation, settlement workflows, exception handling, regulatory reporting, and operational controls. Our trade surveillance software development capabilities can support transaction monitoring, configurable alerts, audit trails, KYC/AML-related workflows, and compliance teams in meeting applicable regulatory requirements.
Computools provides investor portal development services for wealth managers, asset managers, funds, investment firms, and digital investment businesses. Portals and mobile investment applications can provide portfolio visibility, statements, performance insights, documents, real-time notifications, secure communication, and transaction capabilities. Our investor onboarding software development capabilities support digital registration, document collection, identity workflows, suitability processes, and account activation.
Our team provides investment platform development services for organizations building connected trading, portfolio, wealth management, and investment operations ecosystems. Our investment data platform development capabilities help unify market, portfolio, transaction, customer, and operational data, while trading API development and Integration connects platforms with brokerages, custodians, market data providers, CRM systems, financial data services, and other third-party infrastructure.
Computools’ IT consulting services offer businesses the expertise to navigate complex digital challenges, ensuring strategic alignment with long-term objectives. We focus on delivering targeted solutions that optimize processes, reduce overhead, and position businesses for data-driven growth.
Computools’ software engineering services deliver high-performance, custom software solutions for diverse business needs, ensuring seamless integration across platforms. Whether you’re in retail, finance, or logistics, we help businesses reduce operational costs and accelerate growth with a precision-engineered approach.
Our dedicated teams empower businesses by providing skilled IT professionals who integrate directly into your project. With flexible support, we help speed up software project delivery, and drive innovation to keep your business ahead in a competitive landscape.
We optimize customer journeys to increase engagement, loyalty, and revenue through expert customer experience strategy and data-driven design.
Our automation solutions eliminate manual inefficiencies, optimize resource use, and reduce errors—driving faster, smarter business operations.
We modernize legacy systems to boost performance, security, and flexibility—helping businesses reduce technical debt and seize new growth opportunities.
Computools’ deep expertise in biometric technologies was really impressive.
Their expertise in transforming lending logic into a clear and automated workflow gave them a distinct advantage.
What impressed us the most was their product mindset; Computools always considered the end user’s experience.
“We were highly satisfied with their deep understanding of our fintech processes and their project management was really superb.”
“Our company is impressed by their client-first approach and deep niche expertise.”
“A very comfortable collaboration and clear communication on every stage of platform development and maintenance.”
“Thanks to Computools’ efforts, we have seen compliance with deadlines and budget and team scalability as needed. The team has a confident project manager who delivers a professional and organized project. Moreover, Computools has quickly onboarded to the project and delivered fast results.”
“We had to meet a significant increase in the development, so we needed to scale up relatively quickly but cost-effectively. The result definitely meets our expectations. The completed project received positive feedback for features and overall design. They’re very organized from a project management perspective and they’re technically competent. We appreciated their innovativeness, professionalism, and great communication skills. ”
Our client, CrypDrift, was looking for a solution for exchanging stocks, fiat instruments, and cryptocurrencies. Our team, led by CTO, developed and implemented a system that allows users to exchange stocks, fiat instruments, and cryptocurrencies, including automated trading using trading bots. The engineers used C++ for the trading system, Go to develop trading bots, and Node.js to build the user interface. The solution offered by our СTO significantly improved the company's financial operations, provided a favourable correlation with customer satisfaction, and expanded the customer audience by 50,000 new users in the first year.
Our client in Latin America needed a platform for investment services. Our team developed a platform that directly connects investors and businesses to obtain loans. By implementing the platform, the client increased the number of business deals, improved key performance indicators, and significantly expanded its client base.
Since Computools strictly adheres to NDAs with its clients, additional case studies are not publicly available.
Please fill out the contact form, and our experts will respond to your inquiries.
When choosing an investment software development company, evaluate its experience with trading, portfolio and asset management, investor portals, market data, financial integrations, security, regulatory requirements, and high-performance system architecture. The right development partner should understand investment workflows, work with existing financial infrastructure, and support the product from architecture and development through modernization, scaling, and continuous improvement.
Yes. Computools modernizes legacy trading, portfolio management, investment operations, reporting, and investor-facing platforms through phased architecture upgrades, API enablement, cloud migration, database modernization, and replacement of outdated components. Where appropriate, legacy and modernized components can operate in parallel during the transition to reduce disruption to trading, portfolio management, reporting, investor servicing, and other business-critical workflows.
Computools engineers investment software around the security, privacy, and regulatory requirements applicable to the organization, product, jurisdictions, data flows, and deployment model. Depending on project requirements, security controls can include encryption in transit and at rest, RBAC and MFA, secure APIs, secrets and key management, audit logging, monitoring, vulnerability testing, penetration testing, backup, and disaster recovery mechanisms.
Solutions can be designed to support applicable requirements related to SEC- and FINRA-regulated workflows, MiFID II, AML/KYC, data protection, recordkeeping, trade surveillance, and other relevant financial obligations. Regulatory applicability and compliance responsibilities depend on the organization, jurisdiction, infrastructure, third-party providers, configuration, and operational processes. Computools supports the technical implementation of required controls rather than treating software development alone as guaranteeing regulatory approval or compliance.
Computools plans investment data migration around data mapping, cleansing, transformation, validation, reconciliation, access controls, and traceability. We can migrate positions, transactions, portfolio history, market data, investor records, documents, performance data, and operational information from legacy databases and disconnected applications into modern investment platforms.
Migration strategies can include staged transfers, parallel processing, automated validation, reconciliation controls, rollback procedures, and controlled cutover to help preserve data integrity and reduce operational risk.
Yes. Computools designs investment and trading platforms around expected market-data volumes, transaction throughput, concurrency, latency, availability, and recovery requirements. Architecture can incorporate real-time data pipelines, asynchronous processing, message queues, caching, database optimization, resilient APIs, observability, automated failover, and scalable cloud infrastructure.
Performance requirements are defined during architecture planning and validated through appropriate load, stress, integration, and reliability testing based on the product’s trading and operational scenarios.
Computools integrates AI into investment workflows for use cases such as research preparation, portfolio analytics, forecasting, document processing, risk analysis, anomaly detection, investor servicing, and decision support. AI-enabled functionality can incorporate role-based access, audit trails, configurable thresholds, explainable outputs where appropriate, model monitoring, data governance, and human review for sensitive or higher-impact decisions.
The level of automation is defined according to the use case, regulatory environment, model risk, available data, and client policies rather than automatically replacing portfolio managers, analysts, compliance specialists, or other responsible decision-makers.
The cost of custom investment software development depends primarily on the project scope, including required functionality, integrations, platform architecture, market and investment data requirements, data migration, security and regulatory requirements, and overall solution complexity. As a general benchmark, a relatively straightforward investment software project delivered within up to 3 months typically costs around $50,000, while more complex trading platforms, portfolio management systems, investor portals, data platforms, and post-trade solutions require a tailored estimate.
Investment software development timelines depend on the project scope, architecture, required integrations, market and investment data requirements, data migration needs, security and regulatory requirements, and amount of custom functionality. A focused MVP, individual module, integration initiative, or relatively straightforward investment software solution can often be delivered within 1–3 months, while larger trading platforms, portfolio management ecosystems, investor portals, data platforms, and modernization initiatives may require several months or more. Computools defines the expected timeline and delivery roadmap during the discovery and estimation process.
Computools | 341 Raven Cir, Camden Wyoming, Delaware 19934, US
