SolGuruz is a wealth management software development company that builds the platforms advisory and investment firms run on, from portfolio management and robo-advisory to client portals, reporting, and the RegTech underneath. We build to comply with SEC and FINRA rules and wire in the market-data and custodian feeds your product depends on.
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Custom Software Development Success Stories
Real founders, CEOs, CTOs, and product owners behind 102+ shipped products across 14 industries share what working with SolGuruz looked like. Every story is one of 133+ independently verified client reviews across Clutch, Google, Glassdoor, and other platforms, averaging 4.9 ★★★★★ ratings.
Custom Software Solution Development / Driver Dashboard & Invoice Automation for Food Service Company
SolGuruz has delivered a solution that has reduced 90% of manual efforts through automation and provided real-time insights for supplier fulfillment and order volume trends. The team is responsive to requests and changes, and their proactive approach to problem-solving has stood out.
Summarized from Gary Boyd's Clutch review
Gary Boyd
CEO and Owner, Tasty Food Guys | Florida, USA
what we build
Wealth management software is not one product. It is a portfolio engine, an advisory layer, a client portal, and a compliance backbone that all share one book of record. We build each of these, and we build them to work together.
Positions, performance, asset allocation, and automated rebalancing against model portfolios, with a book of record that finance and compliance can trust.
Planning tools, projections, and goal-based tracking that let advisors model scenarios and show clients where they stand against their plan.
Risk profiling, model-driven allocation, automated rebalancing, and digital onboarding for a self-serve or hybrid advice experience.
Web and mobile portals where clients see holdings, performance, statements, and documents, with self-service that cuts advisor admin.
Client, regulatory, and management reporting with performance attribution, interactive dashboards, and scheduled statement generation.
KYC and AML onboarding, suitability checks, audit trails, and automated compliance monitoring built into the workflow, not bolted on after.
Order capture, routing, and execution against brokerage and custodian APIs, with compliance checks in the flow and a clean settlement trail.
A single view of held-away and in-house accounts through Plaid, Yodlee, and market-data feeds, so every number reconciles to a source.
Talk to a team that builds portfolio, advisory, and compliance software, and builds it to comply with SEC and FINRA rules.
our services
Our wealth management software development services span the full build, from the first scoping call to post-launch iteration, so you are not stitching together separate vendors for app, data, and compliance.
We help you scope the platform, make the build-versus-buy call, and map the SEC and FINRA obligations before a line of code is written.
The client-facing side of the product: responsive web portals and native iOS and Android apps that share the same data and reporting as the advisor desktop.
Advisor and client flows designed for clarity and trust, because a wealth product lives or dies on whether people believe the numbers in front of them.
Custodians, brokerages, market-data feeds, Plaid and Yodlee, CRM, and accounting wired in so the platform has one reconciled source of truth.
Post-launch monitoring, security patching, regulatory updates, and continuous tuning as assets under management and client counts grow.
Book a scoping call and we will map the platform, the SEC and FINRA compliance path, and a realistic timeline with you.
free resource
Covers the whole fintech build: architecture, ledgers and reconciliation, PCI DSS, KYC/AML, GDPR, PSD2 and Open Banking, UX that balances security against friction, plus QA, fraud testing, and monitoring. Free to download.
A practical eBook for founders, CTOs, and product leaders on building secure financial systems that users trust and regulators approve.
AI and ML
Every ranking wealthtech platform now leads with AI, and for good reason. We add it where it earns its place, from the portfolio recommendation to the advisor copilot, each built into the platform and backed by our AI development team.
From portfolio recommendations to an advisor copilot, we build the AI that gives your team an edge without losing the human in the loop.
compliance
Wealth software handles regulated advice and client money, so we treat compliance as an architecture input from day one and build to comply rather than bolting it on at the end. For the deeper view, read our fintech secure product building playbook.
We build the suitability checks, disclosures, recordkeeping, and audit trails that support SEC investment-adviser obligations. Your firm holds the registration; we build the software that helps you meet the rules.
For broker-dealer workflows we build to FINRA expectations, including supervision, communications recordkeeping, and trade reporting support, designed around your compliance setup.
We build identity verification and AML screening into client onboarding through specialist providers, with ongoing monitoring for suspicious activity.
Australian super is a $4.8 trillion system, with $3.4 trillion held in APRA-regulated funds as of June 2026. Those funds carry an annual performance test, MySuper obligations, and a steady stream of fund mergers, and every one of these runs through the member administration platform. We modernize the software underneath so trustees meet each rule with data they trust.
MySuper is the default product employers pay into, so it carries the tightest rules on fees, investment strategy, and member communications. We build the product data, fee calculations, and disclosure workflows that keep each MySuper offering compliant and reportable.
APRA has run the annual performance test since 2021, measuring up to 10 years of net returns and fees against a benchmark. A product that underperforms by more than 0.50% a year fails, and a MySuper product that fails twice in a row is closed to new members. In 2026, 1 of 50 MySuper products and 11 of 141 platform trustee-directed products failed. We build monitoring dashboards that track your position against the benchmark all year, so trustees see the risk well before the August result.
When a member administration platform holds a fund back, we re-platform it in phases with full reconciliation, so balances, contribution histories, and insurance records move across intact. Every build runs inside the trustee's CPS 234 information security framework, which applies to all RSE licensees.
Fund mergers move whole memberships between platforms on a fixed date. We build the migration and reconciliation tooling for successor fund transfers, plus the APRA reporting feeds, such as the SRS 550.0 data the performance test draws on.
integrations
A wealth platform is only as good as its data. These are the integrations we wire in so every position, price, and client record reconciles to a trusted source.
Plaid, Yodlee, and MX to pull held-away accounts and transactions, so clients and advisors see a complete, current financial picture.
Bloomberg, Refinitiv, and other market-data feeds for prices, corporate actions, and reference data that keep valuations accurate.
Custodian and brokerage connections for positions, trades, and settlement, so the platform reflects what actually sits in client accounts.
The advisor CRM, accounting, and document systems wired in so relationship data, billing, and statements stay in sync with the portfolio.
how to build
You do not always need to build from zero. The right choice depends on how unique your product is and how much sits in legacy systems, and we help you settle it before the budget is committed.
The right choice when the product is your differentiator: a bespoke portfolio engine, advisor desktop, and client experience built to your firm and asset classes, with nothing you do not need.
When speed to market matters more than full control, we build on proven components and open-finance rails to reach a working MVP faster, then extend it as you scale.
When you already run a wealth platform that is holding you back, we re-architect and extend it without losing data, history, or uptime, rather than starting over.
We keep the stack proven and auditable, because a wealth platform is won on data accuracy and compliance, not on chasing trends. For the full layer-by-layer view, read our wealth management software development guide.
Claude Code
GitHub Copilot
Cursor
Windsurf
v0
Gemini
Codex
Banani
Figma Make
Uizard
Pencil Dev
Stitch
Kiro
Antigravity
User-doc
Miro AI
Whimsical AI
Flutter
Android
Apple
React Native
TypeScript
JavaScript
ReactJs
Electron
Angular
WordPress
Webflow
FlutterFlow
Java
PHP
Node.js
Python
Laravel
Django
FastAPI
Flask
Nestjs
Feathersjs
TensorFlow
PyTorch
OpenCV
Hugging Face
KaggleOpenAI
Anthropic
OllamaClaude
Voiceflow
Vapi AI
Perplexity.Ai
Stable Diffusion
CrewAI
N8n
Langflow
Keras
LangChain
Google Colab
Rasa
Llama 4
PaLM 2
MYSQL
AmazonDynamoDB
Firebase
Firestore
Supabase
PostgreSQL
Oracle
Redis
MongoDB
Cassandra
Elasticsearch
Pinecone
Pgvector
Weaviate
AWS
Digital Ocean
Google Cloud
Twilio
Docker
Kubernetes
Azure
Mocha
JMeter
Appium
SoupUI
Jest
Maven
Test NG
Selenium
Cucumber
Postman
Cypress
Rest-Assured
TravisCI
CircleCI
Gradle
Jenkins
Github-Actions
Bitbucket-Pipelines
Gitlab CI/CD
SonarQube
Grafana
Codemagic
Terraform
Bamboo
Vercel
GitLab
GitGithub Actions
Nginx
PM2We follow a defined process so compliance and data accuracy are handled early, not discovered late. Every stage ships a named deliverable with a clear owner.
01 / 05
Deliverables: A compliance obligations map covering SEC, FINRA, and APRA rules for super funds, a scoped feature list, and a risk register.
02 / 05
Deliverables: An architecture document, the book-of-record data model, an integration map for custodians and market data, and a line-item estimate with the release plan.
03 / 05
Deliverables: Figma designs for advisor and client flows, working builds demoed every two weeks, and full code repository access from day one.
04 / 05
Deliverables: Reconciliation test reports, load test results, a compliance controls checklist, and a security review sign-off.
05 / 05
Deliverables: Migrated and reconciled client data, a launch runbook, monitoring dashboards, and a post-launch tuning report.
AI-native engineering
AI-native by practice, engineer-led by principle. We use AI-assisted tools at every step of design, development, launch and growth, and a senior engineer still owns every architecture decision, every security review and every line that reaches production.
01Design
We use AI to map requirements, user stories and workflows, and to turn them into a clickable prototype your stakeholders can test before production code is written.
Engineer-ledOur team runs discovery with you and agrees the scope before anything is built.
AI speeds up layout variations, accessibility checks and design-to-code handoff, on a shared design system in Figma.
Engineer-ledDesigners make every design decision, and every screen is built to match the approved design on every device.
We settle the architecture, data model, state management and integrations before the build starts, so the product scales without a rewrite.
Engineer-ledA senior engineer owns every architecture decision.
02Build
Our developers use Claude Code, GitHub Copilot and Cursor for scaffolding, boilerplate and repetitive patterns.
Engineer-ledSenior engineers own the logic, and a developer reviews every AI-generated change.
Code follows agreed standards and a Git Flow branching model, and AI-powered review flags issues on every commit.
Engineer-ledA second developer reviews every change before it merges.
We work under ISO 27001 and ISO 9001 certified processes, build to SOC 2-aligned controls, and add HIPAA-aligned safeguards where health data is involved.
Engineer-ledA senior engineer owns every security review. Independent security agencies run penetration tests, and we remediate their findings.
03Ship
AI generates unit tests, edge cases and regression suites from the codebase.
Engineer-ledQA engineers test the real user flows by hand before every release.
Static code analysis scans every commit, and CI/CD pipelines build, test and deploy across development, staging and production.
Engineer-ledEngineers set the quality gates the pipeline enforces and fix what the scans flag.
Alpha and beta builds go to internal and external users first, and releases roll out in phases with a rollback plan.
Engineer-ledYou get a demo build after every sprint and review it with the team.
04Grow
Crash reporting, performance monitoring and usage analytics are in place from launch day, and for mobile apps we track Google Play and App Store analytics too.
Engineer-ledOur engineers keep checking crash reports and store analytics for the life of the product, so it stays stable long after launch.
We plan in two-week sprints and prioritise new features from user feedback and analytics, not guesswork. For clients without an in-house marketing team, we also run the product growth strategy after launch.
Engineer-ledDaily stand-ups and sprint demos keep you in every decision about what ships next.
AI keeps API references and technical docs in sync with the code, and maintenance plans keep the product secure and up to date.
Engineer-ledYou get full repository access and IP ownership, and one in-house senior team stays accountable for the outcome.
cost
Wealth management software development cost tracks scope more than anything else, and the biggest driver is how much of the platform you build versus assemble from proven components. A focused first version can launch in 2 to 4 months, typically $30,000 to $50,000. A full, multi-module platform with in-house portfolio and compliance engines runs 8 to 14 months, often $150,000 to $300,000 or more.
One or two modules, such as a client portal plus reporting, on aggregated data. The fastest route to validating the product with real advisors and clients. Typically $30,000 to $50,000.
Several modules, such as portfolio, planning, and a client portal, with a few custodian and market-data integrations and core compliance. Typically $50,000 to $150,000.
Portfolio engine, advisor desktop, client apps, robo-advisory, and compliance automation. The build for a firm running its core operations on the software. Typically $150,000 to $300,000 or more.
Ranges are indicative and depend on your modules, integrations, and compliance scope. We give a line-item estimate during scoping.
From the portfolio engine to compliance and launch, we build wealth management software for advisory and investment firms.
who we serve
Wealth software looks different for a solo RIA than for a multi-family office or an asset manager. We build for the firm types where custom software changes how the business runs.
Advisor desktops, planning tools, and client portals that let independent and registered advisers scale their book without scaling admin.
Multi-entity, multi-asset reporting and consolidation for single and multi-family offices that need one view across complex holdings.
Portfolio, order, and reporting systems for asset and fund managers who need accuracy, performance attribution, and an audit trail.
Trading, position, and risk tooling built for the data volumes and speed that alternative strategies demand.
Robo-advisory and digital-first wealth products taken from idea to a compliant MVP, built on open-finance rails so you launch faster.
Digital wealth and private-banking front ends that modernize the client experience over existing core and custodian systems.
Member administration, performance-test monitoring, and member portals for APRA-regulated super funds and their administrators.
We combine fintech engineering depth, AI-first delivery, and real compliance discipline in one team across the whole build, so you build with a team that treats client money and regulated advice with the seriousness they need.
Here's why firms trust us to build their wealth platform:
Fintech and Investment Experience
Compliance Built In
The Data Layer, Not Just the UI
AI Built Into the Platform
AI-Assisted Engineering With Guardrails
Proven Delivery
One Team, One Build
Read what founders and product teams say about building with SolGuruz.
SaaS Platform Redesign Services for Sales Promoting Platform
The platform looks better than before and is appreciated by the end customers, thanks to SolGuruz. The team uses Slack for communication and has been effective so far. Their dedication and proactivity impress the client.
Summarized from Robin Singhvi's Clutch review
Robin Singhvi, CEO, SmartCue
Mumbai, India
UI/UX Design & Development for Software Community Platform
The engagement was a success; SolGuruz completed four months worth of work in just one month. They guided the client through the best rollout plan and went the extra mile to keep everyone involved in the process. Overall, they were transparent, timely, communicative, and professional.
Summarized from Arpan Garg's Clutch review
Arpan Garg, Founder, Commudle
India
Custom Software Development - Mobile & Web Dev for Documentation Solutions Firm
SolGuruz's work continues to receive positive feedback from the client's customers. The team is highly communicative and professional from a project management standpoint, and internal stakeholders are impressed with the service provider's technical expertise.
Summarized from Deepak Dhanak's Clutch review
Deepak Dhanak, Co-founder & CEO
Mumbai, India
From Our Portfolio
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Fractional Real Estate Investment App
Explore our fractional real estate investment app case study, and how SolGuruz turned the complexity of shared property ownership into software people can actually use.
Key Outcomes
How SolGuruz Built UnSub: A Subscription & Bill Management App
SolGuruz designed and developed UnSub - a subscription and bill management platform delivering a complete cross-platform product across web and mobile in 8 weeks.
Key Outcomes
Buy Now Pay Later (BNPL) App Solution
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Key Outcomes
We deliver secure, compliant, high-performance wealth management software for advisory and investment firms.
Financial products rarely run on one platform. Explore the connected fintech software our team builds.
Quick answers to the questions our clients and prospects ask most. If yours is not here, our team is one click away.
Jay NandwanaSenior Technical Business Consultant
Need advice tailored to your project?
FAQs cover the common ground. For decisions specific to your tech stack, timeline, and team, talk to Jay and the team, who have shipped what you are planning.
Or email us hello@solguruz.com
A wealth management software development company builds the platforms advisory and investment firms run on: portfolio management, financial planning, robo-advisory, client portals, reporting, and the compliance and data layer underneath. SolGuruz builds these and builds them to comply with the rules that govern regulated advice and client money.
Cost tracks scope. A focused first version with one or two modules on aggregated data sits at the lower end, typically $30,000 to $50,000, and can launch in 2 to 4 months. A full platform with an in-house portfolio engine, robo-advisory, client apps, and compliance automation runs longer and costs several times more, often $150,000 to $300,000 or more. The biggest driver is how much you build custom versus assemble from proven components.
A focused MVP launches in 2 to 4 months. A full, multi-module wealth platform takes 8 to 14 months, depending on the number of modules, the depth of custodian and market-data integrations, and the compliance scope.
It comes down to how much of your advantage lives in the product. If the client experience or your models are the edge, custom is usually right. If speed to market matters more, a platform accelerator on proven components reaches an MVP faster. If a wealth platform you already run is holding you back, modernizing it often beats starting over. We help you make that call before the budget is committed.
Wealth software supports regulated advice and client money, so it typically needs to help firms meet SEC investment-adviser or FINRA broker-dealer obligations, KYC and AML checks, suitability and disclosure requirements, recordkeeping, and audit trails, plus strong data security. Your firm holds the registrations; we build the software that helps you meet the rules, and we build to comply from the architecture up.
Yes. We modernize member administration platforms, build performance-test monitoring against the Your Future, Your Super benchmark, and support MySuper compliance, successor fund transfers, and APRA reporting, all inside the trustee's CPS 234 framework.
Yes. We build robo-advisory with risk profiling, model-driven allocation, and automated rebalancing, plus AI features such as ML portfolio recommendations, predictive risk analytics, document AI for onboarding, and generative-AI advisor copilots, always with a human in the loop for regulated advice.
Yes. We wire in account aggregation through Plaid, Yodlee, and MX, market data through providers such as Bloomberg and Refinitiv, and custodian and brokerage connections for positions, trades, and settlement, so the platform reconciles to a trusted source of truth.
Yes. We build finance products where accuracy and trust are the whole point, including a fractional real estate investment app and other fintech platforms, backed by ISO 27001 and ISO 9001 certified processes. We scope your wealth build from that delivery experience.
Guides on building wealth and fintech products, from what wealth management software is to what it costs and how to build it right.
