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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 USA, UK, and Australia 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
Sigma enables financial organizations, fintechs, and wealth management firms to develop secure, API-first platforms that streamline onboarding, enhance transparency, and optimize investment performance. Our investment management software solutions combine deep domain expertise with modern technologies—such as AI, ML, analytics, and cloud—to deliver transformation at scale.
Investor Onboarding Software & KYC Automation Solutions
Sigma engineers custom investor onboarding solutions that digitize and automate investor enrollment processes with integrated eKYC, AML, and due diligence modules. We help wealthtech and financial firms create fast, compliant, and seamless onboarding journeys that boost investor trust and reduce abandonment rates.
Key Capabilities:
- Automated investor onboarding workflows with identity verification for frictionless compliance across digital investment platforms
- API-driven KYC solutions that streamline workflows for brokers, advisors, and fund managers
- Investor due diligence automation via integrated data sources and risk scoring models
- Real-time eKYC with biometric verification to enhance investor confidence and reduce fraud exposure
Investment Management Software Solutions for Fraud Detection & AML Compliance
Sigma develops AI-powered investment management software solutions that safeguard investor assets through real-time fraud monitoring, AML automation, and predictive analytics. Our team designs and integrates secure financial systems that enhance regulatory compliance and operational resilience.
Key Capabilities:
- AI-driven fraud detection engines for monitoring trades, accounts, and investment transactions
- Automated AML compliance frameworks aligned with SEC, FINRA, and international standards
- Predictive analytics for identifying patterns and blocking high-risk activities across portfolios
- Compliance automation with audit-ready reporting and investor identity verification
Custom Investment Banking Software Solutions
Sigma partners with financial institutions to design and build scalable investment banking software solutions featuring modular architectures for fund management, portfolio tracking, and third-party API integrations. We enable firms to modernize wealthtech ecosystems for greater agility and innovation.
Key Capabilities:
- Real-time digital wealth management software with analytics dashboards for data-driven decision-making
- Scalable fund management modules with automated workflows and compliance controls
- API-first integration with payment gateways and market data providers
- Multi-asset platform development for wealth management and investment firms
Wealth Management Software for Data-Driven Insights
Sigma engineers investment data and analytics platforms that give wealth management firms real-time visibility into investor behavior, performance, and regulatory metrics. We enable smarter, evidence-based investment decisions through centralized analytics and visualization.
Key Capabilities:
- Investment data analytics dashboards with performance and behavioral insights
- Predictive analytics for portfolio optimization and risk-adjusted returns
- Centralized data integration with secure access to financial systems
- Interactive visualization tools for compliance reporting and client engagement
Investment Management Software Solutions for Back-Office Automation
Sigma builds middle- and back-office automation frameworks that streamline trade settlements, reconciliation, and compliance workflows. With our investment management software solutions, we help financial institutions enhance transparency, eliminate manual inefficiencies, and improve scalability.
Key Capabilities:
- Automated workflows for trade settlement and reconciliation
- Real-time data alignment across trades, balances, and client accounts
- Compliance automation tools to simplify reporting for fund managers and advisors
- Cloud-ready middle office systems built for operational resilience and scale
AI & ML-Driven Investment Software Solutions
Sigma’s AI and ML engineering services enable fintechs and wealth management firms to automate decision-making, forecast market trends, and optimize portfolios. Our investment software solutions and wealth management solutions empower enterprises to create smarter investment platforms powered by predictive intelligence and automation.
Key Capabilities:
- Robo-advisory algorithms for automated investment and portfolio allocation
- Machine learning models for financial forecasting and performance prediction
- AI-based asset allocation for balancing risk-return profiles dynamically
- Real-time investment signal engines that adapt to evolving market conditions
Wealthtech & Robo-Advisory Platform Development
Sigma enables financial organizations to build custom wealth management platforms and robo-advisory solutions that combine automation, personalization, and regulatory compliance. Our fintech engineering expertise powers digital-first investing experiences across devices and channels.
Key Capabilities:
- White-label robo-advisory platform development for hybrid wealth management models
- Portfolio rebalancing automation aligned with client objectives and market conditions
- Omnichannel digital investment advisory experiences for mobile, web, and desktop
- Integrated investor onboarding software with eKYC and compliance-ready workflows
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.
Rapid fintech scaling enabled by cloud-ready, API-first investment infrastructure solutions.
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.
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.