Implement the professional infrastructure required to scale. Don't let outdated spreadsheets and manual processes slow you down.
Our experts can integrate agentic AI and automated workflows that monitor portfolio health 24/7, flag risks, and identify opportunities based on your proprietary investment logic.
Key benefits:
We create proprietary software tailored to your specific investment strategies so that you are not limited by the rigid modules of off-the-shelf wealth tech.
Key benefits:
Our engineers build professional portals using Retool or custom software that allow you to get off spreadsheets.
Key benefits:
Custom high-performance dashboards provide the agility and advanced functionality of a modern fintech platform while maintaining the integrity of your existing data.
Key benefits:
Read our case studies and discover how investment firms centralize fragmented data to make faster, higher-conviction decisions.
Standardized evaluation across 3 global regions
A global emerging market lender lacked a unified platform to visualize and evaluate data from fintech startups applying for investment across LatAm, MENA, and SE Asia. We engineered a custom investor portal using Retool to bridge this gap. The key goal behind its launch was to transform unstructured financial and operational data into standardized dashboards. By aggregating startup-submitted metrics, including loan book data and growth performance, into comparative views, we streamlined the investment pipeline across diverse geographic datasets.
100% centralization of portfolio metrics
A venture fund's investment analysts were hindered by manual data extraction and fragmented metrics. As a result, their high-stakes decisions were dependent on interpreted spreadsheets. We built a centralized internal dashboard using Retool to unify portfolio company analytics in a single environment. The platform features specialized modules for tracking headcount and team growth across all portfolio companies, providing the fund with real-time visibility into organizational health.
When choosing us, you get a partner that knows the nuances of fintech software development, your compliance requirements, and your need for speed.
We don't just build fintech apps, we build ones that win. Our work across wealth management, lending, and trading platforms has earned industry recognition for technical excellence and product impact.
Data protection and compliance are embedded starting from the first line of code. We build to the standards required by institutional investors and global regulators.
Unlike SaaS providers that charge per-user fees, we provide full IP transfer. You own the source code, the data architecture, and the AI models.
By hiring a team with a deep understanding of your regulatory guardrails, you eliminate the risk of mistakes that lead to massive technical debt and security vulnerabilities.
Every technical decision is guided by your fund's operational goals and user needs. We handle the heavy lifting so you can focus on generating alpha and executing your investment strategy.
We deliver thin, secure operational layers that allow you to expand your capabilities without legacy platform disruption, migration headaches, and system downtime.
We create a technical foundation that scales alongside your AUM without creating technical debt.
Benefit from our experience in delivering high-concurrency platforms that align with global financial regulations.
Our modern banking apps replace clunky legacy portals with secure, real-time transaction engines and biometric-protected user journeys.
Platforms built by our team aggregate multi-custodial data into real-time dashboards, enabling personalized financial planning and automated rebalancing.
Banking software is infrastructure. We build systems that are secure, scalable, and ready for the demands modern financial institutions actually face.
With a loan origination system, you can bypass manual underwriting in favor of smart risk assessment and instant, regulatory-compliant credit decisioning.
Build fast, secure, and scalable trading software for real-time market data processing, automated order execution, portfolio monitoring, and advanced analytics.
Turn complex insurance workflows into reliable digital products, from claims automation and policy administration to self-service portals and AI-powered risk assessment.
We build on a foundation of precision and reliability. We select technologies and tools based on their ability to handle complex data orchestration and high-concurrency processing with zero latency.
We prioritize your fund's speed to market and architectural integrity. Select from our three primary engagement models to get the exact level of professional tech support your portfolio demands.
Get an autonomous engineering department that owns your long-term roadmap. We integrate deeply with your internal stakeholders to ensure the continuous delivery of complex portfolio features.
Best for: Large-scale migrations, evolving multi-asset platforms
Hand over a defined scope, like custom investment portal software or a new risk-assessment engine. Our fintech experts can handle the full lifecycle from technical audit to production deployment.
Best for: Specific feature builds, system modernizations, or MVPs
Hire our professional developers to clear your backlog or solve specialized bottlenecks. We provide the specific expertise that is required to boost your internal team's sprint velocity immediately.
Best for: Solving technical debt or scaling for an upcoming release
70% of our partners continue working with us for more than 2 years.
It depends on the complexity. Internal tools and Retool investor portals can be delivered in 6-12 weeks. For thin-layer applications (like a custom factoring portal or a specific business-line dashboard) on top of an existing core, we can go from kick-off to launch in as little as 4-8 weeks. When it comes to comprehensive wealth tech ecosystems developed from scratch, our team may need up to 6-9 months or more.
Yes. At Akveo, we can architect middleware layers that sit between your legacy mainframes and modern frontends. When you need to connect your portfolio management tools with Bloomberg data feeds or internal accounting systems, we build the connective tissue that ensures data flows in real-time without manual intervention.
We engineer systems that ingest and harmonize both structured and unstructured data into a single source of truth. Custom solutions built by our team are capable of tracking financial performance, operational metrics, investment lifecycle, as well as compliance and ESG KPIs. Moreover, our tools can help you monitor value-add activities, including founder requests, introductions, and board-level task management.
Every project is unique, and its cost is calculated based on various factors, including compliance requirements, integrations, and data complexity. Specialized modules and internal tools typically cost between $50K and $80K. The development cost of full-scale portfolio ecosystems starts at around $150K. Meanwhile, it is also recommended to budget 15-20% of the initial build cost annually to cover security patches, feature updates, and infrastructure scaling.
Modern investors look for real-time transparency and multi-asset support. Leading platforms must provide instant performance analytics across diverse holdings, like equities, stocks, and fixed income, within a single dashboard. Automated reporting and AI-driven risk assessment are also essential. These features allow users to manage complex tax obligations and market volatility with minimal manual effort.
