WealthTech Engineering Expertise
WealthTech Engineering Expertise
We know wealth, asset, and portfolio management inside out, and we develop software platforms that automate and facilitate the everyday work of wealth management professionals.
We facilitate digital wealth management with the help of robo-advising capabilities, API integrations, asset allocation strategies based on algorithms, big data analytics, and AI.
Our expertise encompasses all financial and investment aspects. We deliver innovative solutions to automate the building and management of investment portfolios, provide full-service e-advisor capabilities, and increase financial experts’ productivity.
Risk Profiling & Management Integrated, role-specific risk management solutions for risk profiling, scoring & assessment, and risk-return forecasts |
Portfolio Building & Reporting Powerful algorithms for building investment portfolios, reviewing portfolio performance, and building reports |
Portfolio Optimization & Rebalancing Algorithmic-based factor analysis aiming to improve investing strategy and optimize performance |
Financial Planning Solutions for goal-based and cash-flow-based financial planning, tax optimization, and ‘what-if’ scenarios simulation |
Digital Investing B2B and B2C platforms that simplify investment process and portfolio monitoring, and provide a delightful user experience |
Trading Trading platforms for brokers and desks that empower traders to manage complex trading strategies and optimize execution |
Banking Flexible banking platforms for financial institutions to handle the full range of wealth management transactions |
Data Management & Analysis Integrations with custodians and brokers; market data aggregation and processing; business or quantitative data analysis |
Client Onboarding & Management Integrated CRM systems for account opening, KYC and AML checks, behavioral analysis, and building relationships with client |
Client Communications & Reporting Integrated solutions that enable advisors use multiple channels for communications, simplify fee management and client reporting |
Document Management Document repository and management systems for controlling document structure, security, permissions, facilitated due diligence and audits |
Compliance & Regulations Flexible solutions designed to simplify rule processing, analyze cross-border regulatory data, and perform automatic compliance checks |
Security Solutions that allow protecting, controlling, and monitoring privileged access across on-premises and cloud infrastructure |
Business Intelligence & Analytics Solutions designed for financial institutions to turn data into fact-based decisions for their tactical and strategic issues |
Business Process Management Data-driven orchestration of business processes that facilitates the management of firm’s activities and workflows |
Risk Profiling & Management
Portfolio Building & Reporting
Portfolio Optimization & Rebalancing
Financial Planning
Digital Investing
Trading
Banking
Data Management & Analysis
Client Onboarding & Management
Client Communications & Reporting
Document Management
Compliance & Regulations
Security
Business Intelligence & Analytics
Business Process Management
We provide seamless, fast, and secure integrations with brokerages, banks, custodians, and services for financial institutions and experts.
Custodians & Online Brokers
We handle integrations with custodians and brokerages to give financial professionals access to clients’ data.
CRM
We integrate all types of CRM systems to enable financial experts to address the unique challenges of the industry, such as regulations and fiduciary duty.
Market Data & Analytics Providers
We integrate with market data aggregators and providers of analytics tools to empower financial professionals with insights to make informed decisions.
Trading & Rebalancing
We provide integrations with trade allocation software and rebalancing tools to expand WealthTech platforms with scalable and compatible functionality.
Powerful and intuitive technology platform that enables financial advisors to build advisor–client relationships and provide personal, scientific, and inspiring advice.
AdvisorEngine has raised a total of $54.3M in funding.
Vladimir Baranov
CTO, AdvisorEngine
“The INSART team always brings new ideas and shows excellent performance. The engineers have deep technical knowledge and strong communication skills. They successfully cope with a wide range of tasks—from developing front-end to building analytical tools to integrations with custodians and data aggregators.”
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