At Akveo, we engineer custom portfolio management platforms that automate the heavy lifting, from trade routing to real-time performance reporting. Ready to start? We can provide you with a cost estimate within 48 hours.
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 Don’t let outdated spreadsheets and manual processes slow you down.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:
Automated portfolio monitoring and alerts
Advanced data visualization for complex, multi-region datasets
Integration of alternative data feeds (market data, ESG, etc.)
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:
Deterministic calculation layers
Automated rebalancing and risk monitoring workflows
Multi-custodian data orchestration into a single source of truth
Institutional-grade security
Our engineers build professional portals using Retool or custom software that allow you to get off spreadsheets.
Key benefits:
Deep integration with your existing CRM and databases
Professional UI that builds trust with institutional investors
Real-time performance and reporting
Predictive cash flow modeling
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:
High-density analytics
Frictionless client onboarding
Real-time pipeline visualization that replaces manual tracking
Modern interfaces that hide the complexity of underlying legacy systems
Read our case studies and discover how investment firms centralize fragmented data to make faster, higher-conviction decisions.
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.
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. By automating the data aggregation process, we equipped analysts with a structured tool for faster investment evaluations and more efficient portfolio oversight.
Benefit from our experience in delivering high-concurrency platforms that align with global financial regulations.
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
I’ve worked with Akveo on multiple small and large-scale projects over the last few years. Akveo is innovative, agile, and reliable. If you are looking for a development partner who thinks along with you, you will enjoy working with Akveo.
Partner, PwC
It`s already my second engagement of Akveo. Akveo is a straightforward company. They’re open for discussion, have innovative solutions, and they understand how to use and leverage them on the market and investing a lot in great open source products.
Head of Telematics & Connectivity, Erwin Hymer Group
Our cooperation with Akveo is the reliable foundation for delivering high quality solutions for our partners. Proactive mutual conversations on various topics around business, technology and innovation always bring fruitful opportunities for a strong long-term relationship.
CEO, Swiss Startup Tech
They take care about what customer asks and they always try to give him attention and results. Even if, as in our case, the customer does not ask a "standard project" but only consultancy and support. Thanks to Akveo's outstanding consultancy services, the company will be able to launch its apps soon.
CTO, MySolution
The team of Akveo handled both the front-end and back-end parts. Weekly meetings allowed us to stay on the same page regarding the overall progress, and daily syncs helped us resolve issues faster. Our team was impressed by their knowledge and expertise. For instance, when I gave them a task for investigating, they came up with an optimal solution in terms of cost and quality efficiency.
Managing Director, Astute Computer Consulting
We really appreciate Akveo level of detail and the accountability they have demonstrated on the project. As well as their efficient customer service, their willingness to accommodate our need for occasional requests and the way they conducted the business as a whole.
Business Development Consultant, CWBI
Akveo is willing to continuously communicate about and evaluate the quality and delivery of their own team members, working with us to ensure that everyone is delivering to our satisfaction. They will work with us to replace team members as needed, and work with our team members on the UI side as well, effectively integrating them into their team.
Chief Information Officer, Accuro Solutions
Our business has expanded thanks to Akveo’s high-end services! Their contribution has exceeded our initial requirements. Being solution-oriented, Akveo's team establishes strong partnership relations to bring their clients tangible benefits. They always suggest innovative solutions, and remain open to any discussion.
Principal Consultant, Velum Management
Here’s what our clients often want to know before kicking off a project.
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.
We rely on a high-performance architecture to build the high-density internal tools you need to manage up to $2B AUM.
Leave us your inquiry, and our specialists will get in touch within 1 business day!
