Investment Management Software: Technology for Better Management

Investment Management

Equip your institution with intelligent tools that provide accurate information and comprehensive portfolio analyses, to make successful investment decisions.

We understand that investment managers require state-of-the art technology to provide effective and profitable services to their clients. Agility, versatility, and user-friendliness of a digital solution are crucial in managing the intricacies of investment activity across multiple markets and financial assets. Transparency in fee calculation, as well as real time portfolio analysis, are also important in maximizing profits.

Our award-winning solutions are inherently seamless. Integration processes, such as client onboarding and regulatory compliance, are fully automated to provide a highly efficient management experience. We provide the best system for financial institutions to maintain a competitive advantage through advanced real-time data and accurate portfolio valuations in delivering superior service to clients.

Our Main Products for Investment Management

Robo Advisor

Tradesocio’s Robo Advisor is embedded with a unique AI-based algorithm and a fact-finding investment logic. It provides users with accurate and reliable investment advice that is actionable within a matter of seconds.

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Separately Managed Accounts

Separately Managed Accounts (SMA) is a frictionless investment management platform that allows auto-management of multiple base currency accounts in real time. Provided with a holistic view of their portfolio, investors are also given the liberty to optimize and manage their investment capital allocation seamlessly.

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Agile and scalable architecture

A system that continuously evolves over time and expands to cater to your needs as your business grows

Seamless integration

A library of APIs, open banking and digital wallet gateways that allow frictionless integration with your legacy architecture for a seamless user experience.

Easy market launch

Built according to your specifications, the solution can go to market in as quickly as 120 days with a minimum viable product launch in less than 4 weeks.

Multilingual

A wide range of languages can be applied to the tailored solution to engage a larger customer base.

Total support

A complete front-to-back-end solution that includes development, hosting and maintenance, security and post-sales technical support.

99.99% uptime

A proven stable and reliable system, delivering confidence in operational and customer availability.

Powerful and innovative solutions for a new era