Wealth Management Solutions

Accelerating innovation in the wealth management industry

Wealth management industry has enormous potential for disruption through FinTech innovation confirmed by 60% of insiders surveyed by PwC with investors at every level embracing online platforms. To capitalize on this opportunity, a comprehensive hybrid-advisory approach that leverages automation, analytics, digital, and cloud solutions is essential. By leveraging the right technology framework, we help wealth management firms reduce infrastructure costs and enhance the efficiency, speed, and scalability of the entire value chain.

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Digital Wealth Management Software

Partner with our experienced FinTech software developers to create a cutting-edge intelligent Wealth Management platform that seamlessly tracks, manages, and grows wealth according to your unique vision. Our digital ecosystem will be focused on reducing costs and streamlines processes, resulting in the best ROI. With our expertise, we ensure fast and efficient development of your wealth management software.

Financial Planning & Advisory Software

We offer tailored financial planning and advisory software development that includes portfolio management, investment planning, risk management, retirement planning, tax planning, and more. Our expert developers create scalable solutions that integrate with multiple platforms and data sources, utilizing the latest technologies, including artificial intelligence, to provide actionable insights for users.

Let's Connect the Disconnected Systems

Technology is crucial for financial service providers to thrive in the wealthtech industry to enhance customer experience, foster innovation, and adapt to market changes. While wealth management companies using multiple systems to manage various aspects such as customer relationship management (CRM), portfolio management, trading platforms, and financial planning tools lead to inefficiencies and data inconsistencies as these systems may not always communicate effectively with each other. By connecting these systems, wealthtechs can improve operations and offer personalized services using cloud-native architectures and API-driven integrations.

Our Custom Wealthtech Software Development is Secure

Implementing robust security measures and practices is crucial to protect sensitive financial data and maintain the trust and confidence. At Narola, our Fintech Developers ensure that your wealthtech software applications are designed and developed with security in mind which includes implementing security best practices such as encryption, multi-factor authentication, secure access controls, and continuous monitoring of the system for any suspicious activities.

Encryption

Our developers use encryption to secure data in transit and at rest. Encryption algorithms convert sensitive data into an unreadable format, making it unreadable to unauthorized users.

Access Controls

Access controls help to limit access to sensitive data. Our developers implement role-based access controls, multi-factor authentication, and other access control measures to ensure that only authorized individuals can access sensitive data.

Secure Coding Practices

Our developers follow secure coding practices to minimize the potential for vulnerabilities in the software code. They avoid insecure coding practices, such as hard-coded passwords or leaving debug code in production.

Secure APIs

Our developers ensure that APIs are secure and designed to protect data in transit.

Security Testing

Our developers conduct security testing to identify and address any vulnerabilities in the software which includes penetration testing, vulnerability scanning, and risk assessments.

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How We Work?

We have curated A Custom Agile Approach to develop your software solutions for maximum adaptability with exceptional technological expertise at affordable prices.

Engagement Model

We provide three business friendly engagement model to choose from viz. Fixed Price, Dedicated Hiring & Time & Material.

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Methodology

We follow a systematic & customized agile methodology for the development of your software application keeping in mind - reduced timelines & higher efficiencies.

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TESTIMONIALS

Our Clients Say

We place a huge value on strong relationships. Our clients have faith in us. We always keep them ahead of their competitors by serving them top notch IT solutions.

Job completed always on time. Communication outstanding. will be working with Narola infotech in future.

Raj Doraisamy

, InsideOut USA

We had severe issues with past developers, Narola team came to rescue. We got desired output lot more easier. Easy Communication. That’s why I’m working with them for my other businesses”

Raj Baddhan

Owner, Sanskar Radio UK

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Frequently asked questions (FAQ)

See the answers to some of our most commonly asked questions below.

Key features of a wealth management solution include portfolio management, financial planning tools, investment analysis, risk assessment, tax management, and reporting and analytics tools.

Wealth management solutions typically use encryption and other security measures to protect user data. They also comply with industry regulations and standards to ensure data privacy and security.

Anyone who has investments can benefit from using a wealth management solution. It is particularly useful for individuals and businesses with complex investment portfolios or those who want to automate and streamline their investment management process.

Wealth management solutions use algorithms and analytics to help users make informed investment decisions. They typically integrate with financial institutions and other data sources to provide real-time data and insights.

A wealth management solution is a software platform that helps individuals and financial advisors manage their wealth and investments. It typically includes features such as portfolio management, financial planning, risk assessment, and investment analysis.

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