Portfolio management software with holdings, allocation, live valuation and performance analytics — for individuals, advisors and institutions.
Portfolio management software with holdings, allocation, live valuation and performance analytics — for individuals, advisors and institutions.
Consolidated positions across assets and accounts.
Asset-class, sector and instrument breakdowns.
Returns, XIRR, drawdown and benchmark compare.
Auto-generated portfolio and tax statements.
Everything you need to build, automate and scale your trading technology.
Order Management System (OMS) development — full order lifecycle, positions, margin, brokerage, SL/TG automation and audit trail for trading platforms.
Risk management module development — real-time exposure and leverage limits, margin monitoring, auto square-off and abnormal-order blocks for trading platforms.
User & fund management system development — onboarding, KYC, wallet deposits/withdrawals, approvals, limits and a complete transaction ledger for trading platforms.
Reports & analytics dashboard development — turnover, P&L, brokerage, client and settlement reports with filters, CSV/PDF export and scheduled delivery.
Get a free consultation and technical proposal within 24 hours. Technology provider only — we build software, not brokerage or financial services.