Solution introduction
Devexperts offers software solutions for asset and wealth management firms, investment advisers, and family offices. Our solutions can be flexibly licensed or white-labelled for every customer
We provide the software for:
On-boarding processes
- Portfolio import and historical analysis
- Electronic document processing
- KYC
Goals-oriented investment strategies
- Savings
- Retirement planning
- Post-retirement income
- Goals tracking
Robo-advisory
- Customizable automated strategies suggestion engine
- Quick forecast visualization
- Automatic allocation and rebalancing
Portfolio performance modelling and analysis
- Scanner
- Historical market data
- Monte-Carlo simulation
- Benchmarking
- Risk vs return
- Draw-downs
Rich periodical and on-demand reporting
- Reports autogeneration
- Efficient printing engine
- Printed or electronic reporting
Self-service
- Investor portal
- Tax reports
- Fees management
