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.

WealthTech Components We Develop

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

Risk Profiling & Management

Integrated, role-specific risk management solutions for risk profiling, scoring & assessment, and risk-return forecasts

Portfolio Building & Reporting

Portfolio Building & Reporting

Powerful algorithms for building investment portfolios, reviewing portfolio performance, and building reports

Portfolio Optimization & Rebalancing

Portfolio Optimization & Rebalancing

Algorithmic-based factor analysis aiming to improve investing strategy and optimize performance

Financial Planning

Financial Planning

Solutions for goal-based and cash-flow-based financial planning, tax optimization, and ‘what-if’ scenarios simulation

Digital Investing

Digital Investing

B2B and B2C platforms that simplify investment process and portfolio monitoring, and provide a delightful user experience

Trading

Trading

Trading platforms for brokers and desks that empower traders to manage complex trading strategies and optimize execution

Banking

Banking

Flexible banking platforms for financial institutions to handle the full range of wealth management transactions

Data Management & Analysis

Data Management & Analysis

Integrations with custodians and brokers; market data aggregation and processing; business or quantitative data analysis

Client Onboarding & Management

Client Onboarding & Management

Integrated CRM systems for account opening, KYC and AML checks, behavioral analysis, and building relationships with client

Client Communications & Reporting

Client Communications & Reporting

Integrated solutions that enable advisors use multiple channels for communications, simplify fee management and client reporting

Document Management

Document Management

Document repository and management systems for controlling document structure, security, permissions, facilitated due diligence and audits

Compliance & Regulations

Compliance & Regulations

Flexible solutions designed to simplify rule processing, analyze cross-border regulatory data, and perform automatic compliance checks

Security

Security

Solutions that allow protecting, controlling, and monitoring privileged access across on-premises and cloud infrastructure

Business Intelligence & Analytics

Business Intelligence & Analytics

Solutions designed for financial institutions to turn data into fact-based decisions for their tactical and strategic issues

Business Process Management

Business Process Management

Data-driven orchestration of business processes that facilitates the management of firm’s activities and workflows

Risk Profiling & Management

Risk Profiling & Management

Portfolio Building & Reporting

Portfolio Building & Reporting

Portfolio Optimization & Rebalancing

Portfolio Optimization & Rebalancing

Financial Planning

Financial Planning

Digital Investing

Digital Investing

Trading

Trading

Banking

Banking

Data Management & Analysis

Data Management & Analysis

Client Onboarding & Management

Client Onboarding & Management

Client Communications & Reporting

Client Communications & Reporting

Document Management

Document Management

Compliance & Regulations

Compliance & Regulations

Security

Security

Business Intelligence & Analytics

Business Intelligence & Analytics

Business Process Management

Business Process Management

WealthTech Integrations We Work With

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.

Custodians & Online Brokers

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.

CRM

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.

Market Data & Analytics Providers

Trading & Rebalancing

We provide integrations with trade allocation software and rebalancing tools to expand WealthTech platforms with scalable and compatible functionality.

Trading & Rebalancing

Featured Clients & Partners

AdvisorEngine

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

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.”

80+

WealthTech Club Members

55ip
ActiFi
Active Allocator
Advicefront
AdvisorEngine
DriveWealth
Hydrogen
InvestEdge
Practifi
Riskalyze
Trizic
MyVest

FinTech Events We Support

FinovateSpring
Digital Wealth
In|Vest West
Blockchain Expo
LendIt Fintech
Benzinga FinTech Summit

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