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InvestTech software development

Portfolio, trading, and reporting platforms built for regulatory scrutiny.

01 · Overview

What we build for investtech

We build investor-facing platforms — portfolio dashboards, trade execution UIs, reporting engines — where every number has to reconcile and every action has to be logged.

Compliance mapped
  • FINRA
  • SEC
  • SOC 2

02 · What we engineer around

The real constraints of this vertical.

  • Every figure must reconcile against the source of truth

  • Regulatory reporting cadence and formats vary by jurisdiction

  • Real-time market data at acceptable cost and latency

03 · Where it fits

Systems we've shipped in production.

  • Portfolio & performance dashboards

  • Trade execution interfaces

  • Regulatory reporting engines

  • Market data integrations

04 · Common questions

InvestTech — questions we get.

Can you build FINRA-aware reporting tools?

Yes — we build reporting pipelines aligned to the disclosure and retention requirements of the regulatory bodies your firm answers to.

Do you integrate with market data providers?

Yes, we integrate real-time and delayed market data feeds and build the caching layer to keep costs predictable.

Building in investtech?

Talk to a lead architect. 30-minute discovery call, fixed-price scope inside 48 hours, first commit inside a week.