Asset & Wealth Management Platform
Devexperts offers custom solutions for asset and wealth management firms, investment advisers, and family offices. Our solutions can be flexibly licensed or white-labelled for every customer.
Best Forex Platform
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
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
Let us help you with your business challenges
Contact us to schedule a call or set up a meeting