Solution introduction

Customized subscription to financial data sources, client investment rules within client business domain - Softlab360 delivers complete, custom-fit, production-ready integrated data and applications implementation and support, with newly added contextual AI enhancers for advisors

Integrations across Wealthtech, banking and payments platforms are foundational to data movements empowering firms to define and execute their own custom and customized decision-making processes. Solftlab360 – a 360-degree integrations provider now with contextual AI enablement

Softlab360 solutions are based on engineering concepts of industry standards in data format, data exchanges, and API standards. Data is key. Data qualified by its meaning, its purpose, and its ultimate uses frames the basis of any integrated solution. Softlab360 brings forward its history and expertise in identifying client solution needs, present legacy system dependencies, and formulating a viable recommendation accounting for solutions costs. Our institutional knowledge of data of financial planning, portfolio management and accounting, custodian holdings, SEC filing, payments, and insurance provides our clients with rationale on how software integrated solutions would bring such data to their meaningful, visual and contextual uses. Our AI capabilities developed over the last decade substantially expand our solutions depth – we focus on the meaning of the data that we move through integrations. Our clients define their purpose and their objectives. Softlab360 makes them viable and production ready. It is worth noting that our AI capabilities stem from our own developments in machine-learning applying behavioral network concepts to financial, portfolio management transactions, much earlier than the modern LLM solutions have become public use. This background and our recent contextual AI work beyond the fundamental machine-learning of historical, transactional data has materialized in Softlab360 offering AI Agents developments to our clients to meet their specific needs.

Softlab360 is connectivity, data and applications workflow integrator of custom software engineering design and developments, in full or in part, fitting our clients’ individual uses cases.

Integration in the Wealth Management Industry

01/04/2026

Software integration remains a challenge in the wealth management industry, says Henry Zelikovsky, CEO of Softlab360. But emerging technologies, such as machine learning and AI, are offering solutions. Here, Zelikovsky......

Features

Extendable financial data sources, customized data selections, adaptable data unification process, MCP servers against data source platforms, data enhancements for contextual AI, contextual AI Agents

  • Standardization of portfolio management platforms API into a Unified Data flow of securities products across custodians, data providers and research facilities
  • Modernization of any component of a portfolio and risk management platform - redevelop and reintegrate for technology upgrade, efficiency and cost-effectiveness
  • Contextualizing meaning of investment decisions with AI agent concepts, AI Agent development and orchestration
  • Portfolio Analytics AI Agents for Alternative Investments
  • Portfolio Asset Positions Risk profiling

Benefits

Custom-fit solution per client unique operations cycle to meet client advisory and investment thesis, build for client ownership and service differentiation.

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Eastern Europe
  • North America

Fintech, WealthTech, InsurTech

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