WealthTech Engineering Expertise
Industries
FIM
WealthTech Engineering Expertise
Our software engineers know wealth, asset, and portfolio management and can help you develop software platforms that automate and facilitate the everyday work of wealth management professionals.
We enable you to scale your digital wealth management business accelerating robo-advising capabilities, API integrations, asset allocation strategies based on algorithms, big data analytics, and AI.
Our expertise and knowledge base encompass all financial and investment aspects. Our proactive engineering teams assist you in delivering 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 know how to provide seamless, fast, and secure integrations with brokerages, banks, custodians, and services for financial institutions and experts.
Custodians & Online Brokers
We help WealthTechs handle integrations with custodians and brokerages to give financial professionals access to clients’ data
CRM
We worked on integrations of all types of CRM systems that enable financial experts to address the unique challenges of the industry, such as regulations and fiduciary duty
Market Data & Analytics Providers
We know how to integrate with market data aggregators and providers of analytics tools and empower financial professionals with insights to make informed decisions
Trading & Rebalancing
We are experienced in integrations with trade allocation software and rebalancing tools to expand the WealthTech platform 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.”
Rich Cancro
Founder and CEO, AdvisorEngine
“INSART is a reliable software development partner with deep expertise in the FinTech and WealthTech domains. This allows us to strengthen our in- house development team with offshore production capacities, speed up technology development across multiple business areas of our platform and reduce costs, while keeping quality at the highest level.”
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