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What are Investment Software Solutions?
Custom fintech investment software services for effective trading strategies, investor onboarding, fraud detection, and portfolio optimization.
Sigma delivers investment software solutions to empower fintechs, banks, and wealth management firms. From algorithmic trading to robo-advisory and portfolio analytics, our wealth management solutions automate processes, improve compliance, and enhance investor outcomes.
Why Choose Sigma’s Investment Software Solutions
Unlock AI-driven trading solutions and regulatory-compliant investment software that scales, reduces risk, and improves investor experience.
Sigma empowers global financial organizations across India with wealth management software that is a best fit for trading optimization, compliance automation, fraud detection, and portfolio growth.
- Automate trading execution with AI-powered strategies across stocks, ETFs, futures, and commodities, helping both retail and institutional investors.
- Ensure compliance with SEC, FCA, and ASIC regulations through built-in AML/KYC modules, fraud detection engines, and investor identity verification.
- Boost portfolio performance analytics with predictive insights that enable wealth managers and advisors to deliver data-driven investment strategies.
- Drive faster fintech scalability with cloud-native infrastructures, secure API integrations, and automated reporting for compliance and risk oversight.
Sigma’s Investment Software Solutions’ Capabilities
From algorithmic trading tools to portfolio analytics and fraud prevention, Sigma delivers tailored wealth management solutions at scale.
Sigma’s investment software solutions covering algorithmic trading, robo-advisory, KYC/AML automation, risk modeling, portfolio optimization, and fraud prevention enable fintechs and wealth management firms to modernize trading and investor experiences.
Frictionless investor onboarding software with integrated KYC automation
Seamless investor onboarding, API integration and compliance-ready KYC automation
Sigma’s investor onboarding software seamlessly digitizes investor enrollment with eKYC, AML, and due diligence checks. By facilitating faster, regulatory-compliant onboarding experiences, our investor onboarding solutions reduce drop-offs, and strengthening investor trust.
Key features:
- Investor onboarding automation with identity verification solutions for compliance and reduced friction across digital investment platforms.
- API-driven digital KYC solutions to set up workflows for brokers, advisors, and fund managers making wealth management platforms audit-ready
- Automated investor due diligence via integrated verification solutions and data sources for compliance-focused onboarding.
- Real-time eKYC with risk scoring and biometric verification solutions to build investor trust for wealth management firms and fintechs.
AI-powered investment fraud detection software with AML compliance automation
Automated fraud detection and regulatory compliance tools for fintech investment platforms
Sigma’s investment software banking solutions with real-time fraud detection, AML monitoring, and automated compliance checks empower wealth management firms to secure financial transactions and safeguard investor confidence.
Key features:
- AI-powered fraud detection solutions for investor accounts and trading to monitor activity, identify anomalies, and block high-risk transactions in real time.
- Automated AML compliance solutions to ensure adherence to SEC, FINRA, and global regulation compliance standards.
- Predictive analytics solutions for trade, portfolio, and multi-channel monitoring to detect fraudulent patterns and protect financial platforms.
- Compliance automation solutions with audit-ready reporting and investor identity verification for minimizing regulatory risk during onboarding and operations.
Solutions for Core Investment Platform Development
API-first investment platform solutions for scalable fintech innovation
Sigma’s scalable investment banking software solutions allow financial organizations to build secure, modular investment platforms with portfolio management, fund tracking, and API-driven wealthtech integrations tailored to their users’ needs.
Key features:
- Digital wealth management software solutions for real-time portfolio tracking and actionable insights.
- Scalable fund management solutions with automated workflows, risk controls, and regulatory reporting for streamlining operations.
- API-first investment platform solutions that integrate seamlessly with payment rails and financial data providers.
- Solutions for developing scalable and flexible multi-asset investment platforms for fintechs and financial institutions.
Investment Data & Analytics Solutions for Smarter Decision-Making
Predictive analytics and portfolio insights for investment advisors and wealth management firms
Sigma’s investment software solutions with AI-powered analytics enable wealth management firms to comprehend investor behavior, portfolio performance, and regulatory reporting and optimize strategies with real-time financial data.
Key features:
- Investment Data & Analytics Solutions for financial dashboards that provide deeper visibility into trends, performance, and investor behavior insights.
- Predictive analytics solutions to manage portfolios effectively and identify risk-adjusted return opportunities.
- Data integration solutions that provide centralized analytics engines with real-time visibility.
- Solutions for data visualization that help advisors with regulatory reporting, client engagement, and decision-making.
Middle- and Back-Office Automation Solutions for Investment Firms
Post-trade automation and investment reporting software for operational efficiency
Sigma’s investment software solutions allow wealth management firms to digitize back-office operations with automation for trade settlement, reconciliation, and compliance reporting. It allows them to keep errors at bay, enhance transparency, and scale operations with confidence.
Key features:
- Investment software solutions with digital workflows that automate trade settlements and reduce processing delays and eliminate manual inefficiencies
- Investment management software solutions with effective reporting tools that streamline compliance for fund managers, and financial advisors.
- Solutions that facilitate automated reconciliation and reduce errors, aligning trades, balances, and client accounts in real time.
- Cloud-based middle office automation solutions that support growth and regulatory readiness that are vital for scaling operations.
AI & ML-based investment solutions for predictive decision-making
Machine learning software for portfolio optimization and investor insights
Sigma’s Investment Software Solutions leverage AI to automate investment decisions, predict financial outcomes, and enhance portfolio returns. It allows fintechs and wealth management firms to personalize advisory experiences with real-time, data-driven intelligence.
Key features:
- Robo-advisory algorithm solutions for automating investment decisions, optimizing portfolio allocations, and delivering personalized investor journeys.
- Machine learning solutions for financial forecasting to generate predictive market insights that are vital for pitching data-driven strategies.
- AI-powered asset allocation solutions for balancing risk and return dynamically based on investor profiles and market conditions.
- AI-driven investment signal solutions for adapting decision-making to evolving financial markets in real time.
Wealthtech and robo-advisory development services for digital-first investors
Automated wealth management software for fintechs and financial advisors
Sigma’s fintech investment software services allow financial organizations and other investment platform providers to create scalable robo-advisory entities with portfolio automation, client onboarding, and AI-driven recommendations.
Key features:
- Investment software solutions to launch white-label robo-advisory platforms with hybrid advisory features for wealthtech firms and financial organizations.
- Solutions for automating portfolio rebalancing engines that support dynamic allocations and client-specific investment objectives.
- Digital investment advisory integration solutions that enable seamless deployment across mobile, web, and multi-device channels for broader investor engagement.
- Solutions to simplify investor onboarding with integrated KYC and compliance-ready wealthtech workflows tailored for advisors.
The Sigma Impact: AI-Powered Investment Solutions That Drive Growth, Compliance & Scalability
Empowering fintechs, banks, and wealth management firms achieve faster growth, better compliance, and smarter investment performance.
Improved ROI with AI-powered trading and portfolio optimization solutions for retail and institutional investors.
Lower compliance costs through regulatory automation solutions, including AML, KYC, and fraud monitoring.
Rapid fintech scaling enabled by cloud-ready, API-first investment infrastructure solutions.
Sigma’s Investment Software Solutions in Action
Driving success for fintechs, wealth management firms, and banks with customized investment software solutions.
Investor Onboarding & Compliance Automation with Digital KYC and AML for a Capital Formation Firm
Portfolio management & reconciliation with centralized dashboards with actionable insights for advisors of an investment firm
Fund Administration & Reporting with modular reporting engines for investor lifecycle management for a boutique capital formation firm.
Investment Transformation in 4 Phases
From legacy modernization to future-ready digital investment ecosystems.
Engineering Smarter Investment Software Solutions for the Future of Fintech
Sigma Infosolutions empowers fintechs, banks, and wealth management firms with next-generation wealthtech solutions, including digital investor onboarding, AI-based portfolio analytics, advanced financial planning tools, and robo-advisory capabilities. From algorithmic trading to compliance automation, we deliver scalable and regulatory-aligned solutions that redefine investment experiences.
Together with Clients, We Build Fintech That Performs
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Read moreFrequently Asked Questions
What is investment software development and how does it help fintechs?
Investment software development refers to creating custom investment software solutions, from trading algorithms and portfolio analytics to compliance workflows, that help fintechs, wealth managers, and investment firms automate operations, improve decision-making, and scale efficiently.
What are the key components of Sigma’s investment software solutions?
Sigma’s tailored solutions include portfolio management, investor onboarding and KYC automation, order management systems (OMS), fund administration, investor dashboards, CRM tools, compliance and regulatory reporting, analytics and reporting, API integrations, and robust security and access control.
How does Sigma ensure compliance and audit readiness for investment solutions?
Sigma embeds automated KYC/AML workflows, audit trails, regulatory compliance checks (e.g., SEC, FCA), change history logging, and exportable regulatory reports into solutions to maintain compliance and make audit preparation seamless.
Can Sigma build custom investment onboarding workflows?
Yes. Sigma’s investor onboarding software includes customizable digital workflows that support e-KYC, document uploads, investor suitability profiling, regulatory disclosures, and real-time identity verification, ensuring fast, compliant client enrollment.
What kind of automation does Sigma deliver in middle/back office operations?
Sigma automates fund administration tasks, including capital calls & distributions, waterfall accounting, reconciliation, NAV (Net Asset Value) calculations, compliance logs, GIPS (Global Investment Performance Standards) reporting, and investor reporting with audit-ready accuracy.
How does Sigma handle integrations and extensibility?
Sigma’s solutions are built with robust API-first architecture, enabling seamless integration with custodians, banks, CRMs, ERPs, and BI/data warehousing tools, ensuring smooth data flows across systems.
What security measures does Sigma integrate into its investment software solutions?
Sigma wraps its solutions in enterprise-grade security such as role-based access control, multi-factor authentication, end-to-end encryption, audit activity monitoring, and compliance with standards like SOC 2, ISO 27001, and GDPR.
What tech stack and development approach does Sigma use for investment software?
Sigma adopts cloud-native, API-first, modular architectures with microservices for fast deployment, integration, and scalability, delivering custom investment software solutions aligned with evolving regulatory and business needs.
Why choose custom solutions over off-the-shelf investment tools?
Off-the-shelf tools may lack flexibility, scale, or compliance margins. Sigma’s custom investment software solutions map precisely to a firm’s workflows, regulatory demands, UX requirements, and growth roadmap, creating strategic differentiation.