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Financial software development
services & solutions
Financial software solutions we implement
We deliver comprehensive financial software suites or standalone applications that streamline specific business operations. Our team implements financial software on top of market-leading platforms, adapting them to your specific workflows, or builds software from scratch to fully address your unique business needs and customer base expectations.
Wealth & investment management software
Our team creates solutions for asset and wealth managers, investors, financial advisors, and individual investors to plan and backtest investment strategies, generate tailored financial recommendations, and create, analyze, and diversify corporate and personal investment portfolios.
Portfolio management | Portfolio planning, construction, backtesting, and tracking Model portfolio management | Performance analytics Portfolio rebalancing and optimization | Risk management Tax management |
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Financial planning | Scenario analysis and simulation Cash flow forecasting | Collaboration tools Investment, retirement, or estate plan visualization | Goal tracking Tax planning |
Investment platforms | Customizable investment plan templates Automated investment strategy creation | Investment strategy personalization Trading management | Payment management Market news feeds |
Investor portals | Investor account management Real-time portfolio performance tracking | Investment reporting and analytics Communication tools | Transaction management Investment research tools |
Stock trading software
We build platforms that enable institutional traders and individual investors to optimize their financial portfolios, streamline trading operations, mitigate financial risks, and maximize their profits.
Market analytics & forecasts | Fundamental and technical data analysis | Sentiment analysis Investment strategy backtesting and market cycle analysis | Real-time market data streaming Interactive charts, graphs, and dashboards |
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Trade management & execution | AI-powered algorithmic trading Arbitrage opportunity identification | Market making algorithms Asset and portfolio management | Order placement and execution Payment support |
Risk management | Execution and message throttling Customizable risk alerts Trade simulation | Fat-finger error checks Trade volume and value limits Trade price collars | Trade netting Fraud prevention |
Billing & payment systems
We deliver digital solutions supporting full-cycle billing and payment workflows and enabling users to conveniently and safely receive different types of payments.
Invoicing | Customizable invoice templates Invoice creation and submission | Billing scheduling Batch, recurring, and subscription-based invoicing | Automated tax calculation Real-time invoice and payment status tracking |
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Payment collection | Multiple payment method support, including credit cards, ACH, and digital wallets Real-time payment confirmation and notifications | Failed payment retries and dunning management Multi-currency support | Partial payment support |
Lending solutions
We create digital platforms that streamline the entire lending lifecycle, helping financial institutions and lending companies speed up loan delivery while reducing credit and operational risks.
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RegTech solutions
We deliver RegTech software systems that help companies identify business risks, ensure security and traceability of their operations, prevent financial crimes, and meet applicable regulatory standards.
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Financial analytics tools
We implement scalable and secure financial business intelligence tools, as well as financial data management and storage solutions, to aggregate, process, and analyze large amounts of historical and real-time financial data from disparate sources. Our financial data analytics solutions help companies track their performance, detect risks, and predict financial trends, supporting informed decision-making.
Financial reporting | Automated financial data aggregation Financial statement generation | Custom report creation Interactive dashboards and data visualization | Report sharing Consolidated reporting |
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Financial predictive analytics | Predicting global financial market trends and potential business outcomes | Budgeting and financial planning Credit scoring | Investment and portfolio optimization recommendations |
BI for finance | Financial metrics monitoring, comparing, and detecting deviations, anomalies, and performance gaps across financial data Profit and loss reporting | Analysis of the most profitable products, services, and customers Cash flow forecasting | IFinancial risk assessment Interactive graphs, charts, and dashboards for visualizing insights |
Fraud detection & risk management | Continuous recording and inspection of transactional details | Identifying suspicious activities and potential threats based on disparate data | Behavioral pattern analysis |
CRM systems
We deliver finance CRM solutions, including banking CRM and insurance CRM, that help financial service providers get a holistic view of their prospects and clients to understand their needs more deeply and serve them better. Our CRM systems enable financial institutions to optimize sales funnels, manage customer relationships across channels, and provide timely personalized support, driving client retention and loyalty.
Marketing | Lead capture, scoring, and prioritization Customer segmentation | Marketing campaign management | Automated content generation and posting |
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Sales | Contact management Sales pipeline management | Sales document management Sales quota and commission management | Multi-channel customer communication |
Customer service | Case management with automated assignment, escalation, and resolution | Self-service customer portals | Knowledge bases for service agents |
Client portals
We build intuitive portals equipped with advanced self-service tools like AI chatbots and virtual assistants that help customers quickly find information on the financial institution’s products and services, smoothly resolve issues and questions they have, and handle various tasks, such as account opening, KYC and AML procedures, onboarding, and claims processing. Our solutions facilitate 24/7 customer assistance and forward the most complicated cases to human reps, streamlining client care and enhancing their satisfaction.
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Banking software
We build banking solutions for commercial, investment, and central banks to streamline their day-to-day operations, enable digital banking service delivery, personalize customer experiences, and support data-driven decision-making.
Core banking systems | Account management Payments processing Loan management | Remittance and money transfer management Operational, financial, and regulatory reporting | Deposits and withdrawals management Currency exchange facilitation |
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Mobile banking apps | Account creation and management Card management Money transfer and payment scheduling | Customizable personal dashboards Digital wallets Payment reminders and security alerts | Experience personalization Integration with customer wearables |
Insurance software
We develop digital solutions that help insurance service providers automate their core business processes, tailor insurance services’ and products’ delivery to client needs, and lower loss-adjustment expenses while maintaining compliance with industry regulations.
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Additional services we deliver
Consulting
We thoroughly analyze your business needs and your IT ecosystem to help you conceptualize your future financial software and select the most suitable technologies to implement it. Our consultants also create a detailed project plan and guide you throughout the software implementation process to help navigate potential project bottlenecks and ensure successful solution delivery.
Integration
We integrate your existing financial applications with other corporate software and third-party services like payment gateways or market data platforms, ensuring smooth and secure data flow between the systems.
If your financial software no longer supports your business needs or is riddled with technical issues, we introduce selected modifications or completely rebuild it. Our team can rework existing inefficient code, redesign the solution’s architecture, migrate it to another platform, or add new functionality, ensuring high performance, scalability, and security of your software and lowering maintenance costs.
Support
We ensure stable and smooth operation of your financial system by continuously monitoring and optimizing its performance, conducting regular software health checks, resolving detected issues, and providing functional and security updates.
Streamline BFSI operations with tailored software solutions
Billions
of investments managed
Portfolio management ecosystem development
Itransition’s dedicated development team delivered a suite of web and mobile apps that enables investors and traders to track and manage their portfolios. The platform’s custom analytical algorithms and trading strategy testing capabilities help users build profitable investment strategies based on reliable market data.
up to 300,000
bills processed monthly
Billing management software modernization
We revamped a SaaS billing management system by reengineering its architecture, migrating it to another cloud platform, and adding new features. As a result, we helped our customer improve the system’s performance, strengthen security, and facilitate maintenance.
Banking portal development
We delivered a new version of the internet banking portal, making the solution more up-to-date and aligning it with customer expectations. Our team created a modular frontend for the app to simplify and speed up further portal updates and improved the user interface to optimize the customer journey.
30%
TCO reduction
Fintech ITSM improvement & cloud migration
We helped Railsbank to align their ITSM processes with ITIL best practices and migrated their Confluence and Atlassian Jira server instances to the cloud. This enabled our client to shorten the request processing times, with tickets now being resolved 20% faster by agents.
5+
Bitcoin exchanges in a single solution
Cryptocurrency exchange platform development
We developed a web platform that allows end-users to connect their existing accounts on different Bitcoin exchanges and trade at the best exchange rates from a single user-friendly interface. The platform also offers portfolio management, risk management, and market analytics features to facilitate the trading process.
+54%
lead growth
Insurance CRM implementation
We delivered a Salesforce CRM system for an insurance buyout company, customized it with bespoke pages, components, and workflows, and migrated the client’s lead data to the new platform. With the solution in place, our client increased their customer management productivity by nearly 75%.
Advanced capabilities we enable
Our developers equip financial software with the capabilities powered by advanced, cutting-edge technologies to enhance financial operations and data security, improve the quality of client servicing, and automate time-consuming routine tasks, reducing the workload for employees and enhancing operational efficiency.
Artificial intelligence for fintech
- Portfolio optimization
Analyzing market signals, volatility patterns, and behavioral trends and detecting hidden correlations to dynamically rebalance risks and asset allocations - Financial strategies backtesting
Simulating trading and investment strategies against large volumes of historical and real-time market data to evaluate performance across diverse market conditions and continuously refine strategy parameters before execution - Predictive market analytics
Analyzing historical and real-time market data, macroeconomic indicators, and behavioral signals from market participants to forecast trends and identify emerging risks and opportunities - Customer experience personalization
Analyzing each customer’s transactions, spending patterns, and financial goals beyond simple segmentation rules and interpreting their sentiment across interactions to suggest real-time, hyper-personalized product or service recommendations - Fraud detection
Continuously monitoring events (e.g., logins, transactions) across multiple systems and apps to instantly identify anomalies and unconventional patterns that can be signs of fraudulent activities
- Financial advisory
Providing tailored investment advice based on the investor’s profile, risk tolerance, life goals, market conditions, and behavioral patterns and continuously refining advice based on evolving economic conditions and portfolio performance - Biometric authentication
Validating transactions or allowing access to sensitive data through voice-based or face authentication - Credit scoring
Accurately assessing credit scores based on a broad range of criteria and the subtle relationships between them - NLP-enabled document summarization
Highlighting the main idea, tone, and keywords in documents for quick insights
Robotic process automation for finance
- Data extraction, entry & consolidation
Collecting data from various systems and documents, including PDFs, emails, legacy software or handwritten documents, validating its accuracy, and transferring it for storage or analytics solutions - Regulatory monitoring
Tracking changes in regulations across predefined sources and alerting stakeholders - Administrative task automation
Sending necessary information and reports via emails, scheduling calls and meetings, and routing internal requests and documents for approval
- Risk monitoring
Tracking transactions for unusual patterns, cross-checking transaction data against fraud databases, and sending alerts to responsible personnel - Client support
Automatically responding to routine customer inquiries, updating client records in relevant software systems, and escalating complex cases to appropriate specialists
Blockchain
- Blockchain payments
Enabling real-time international and peer-to-peer transfers with reduced intermediaries - Asset tokenization & trading
Issuing, transferring, and trading tokenized financial assets with real-time settlement and ownership tracking
- Transaction logging
Recording transactions in an immutable ledger to support audits and compliance verification - Smart contract transactions
Automatically executing agreements and payments based on predefined conditions
Why partner with Itransition
Security as a priority
As an ISO 27001-certified company, we ensure the security of our clients’ data and digital assets we handle during the project’s delivery. To achieve this, we incorporate a set of diverse security measures across the entire development process (e.g., signing NDAs, setting up a secure development environment, and using reliable development tools) and regularly assess their effectiveness.
Focus on compliance
Depending on your fintech domain and software type, we make sure your solution aligns with relevant regulatory requirements to help you maintain compliance and build trust with clients. Our specialists are experienced in ensuring financial software’s alignment with international and local standards for data protection, financial crime prevention, and payment services standards, including GDPR, PCI DSS, FSMA, and FINRA.
User-centric UX/UI design
Our UX/UI team creates user-friendly, visually appealing interfaces with intuitive navigation that enable smooth user flows and facilitate client engagement. By applying platform-agnostic responsive design practices, we ensure your solution provides consistent high-quality user experiences across devices and operating systems.
Tailored approach to project delivery
We offer several engagement and pricing models to align our collaboration with your specific project needs. During the project execution, we also follow the most suitable software development and project management methodology to ensure timely delivery and high quality of the solution we build.
Meet our team
At Itransition, we combine a deep understanding of the financial sector with exceptional technology expertise to deliver efficient and reliable software. Backed by our experience from hundreds of successful fintech software development projects and keeping our finger on the pulse of finance industry trends and regulatory changes, we help address your organization’s unique challenges and support its business goals.
Looking for a trustworthy financial software development company?
Our financial software development roadmap
Following a proven software development process, we adapt our delivery approach based on the specifics of your project to create high-quality finance solutions that fully meet your business requirements.
1
Discovery
Analyzing business needs
Defining functional and non-functional software requirements
Establishment of high-level project scope and deliverables
2
Design
Designing the solution’s architecture
Selecting the technology stack
Creating UI/UX designs, mockups, and prototypes
3
Planning
Defining the software development methodology
Creating a detailed timeline of development and testing activities
Setting up a project team
4
Development/
Customization
Customizing and configuring off-the-shelf platforms for platform-based solutions
Building the frontend and backend for custom solutions
Creating integrations with other systems via APIs, middleware, or other connectors
Running functional, performance, usability, security, and integration tests
5
Deployment
Rolling out the solution to the target hosting environment
Conducting user acceptance testing
Performing user training
6
Post-launch
support
Monitoring the solution’s performance and troubleshooting detected issues
Providing functional, UX/UI, and security updates
Technologies we use
We select an optimal tech stack in line with the specific needs of your financial software development project, choosing from an extensive set of platforms, programming languages, and frameworks.
Platforms | FinStarter (Itransition’s investment management platform) Microsoft Dynamics 365Microsoft Cloud for Financial Services SalesforceSalesforce Financial Services Cloud Odoo Atlassian Power BI TableauSAP Financial Services Accelerator |
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Backend | .NET ASP.NET Core JavaSpring KotlinKtor Ruby Ruby on Rails PHP Symfony Laravel Python DjangoFlask JavaScript Node.jsNestJS GolangServerless Firebase |
Frontend | HTML CSS JavaScriptTypeScript React Angular VuejQuery Next.jsSvelte |
Mobile | Swift Kotlin Java Flutter React NativeKotlin Multiplatform .NET MAUI |
Operating systems | Windows Linux MacOS Android iOS |
Data storage | Microsoft SQL Server MySQL PostgreSQL MongoDB DynamoDB Apache Cassandra ClickHouse Elasticsearch |
Cloud | Amazon Web Services Microsoft Azure Google Cloud Platform Oracle Cloud DigitalOcean Cloudflare |
DevOps | AWS DevOps services Azure DevOps Bitbucket Pipelines Terraform Jenkins TeamCity Docker Kubernetes |
About Itransition
25+ years of experience in software engineering and consulting
Serving clients across 40+ countries, including startups and Fortune 500 companies
Accumulating tech and industry expertise in 10 company-wide Centers of Excellence
Partnerships with AWS, Microsoft, Salesforce, Oracle, Atlassian, SAP, and UiPath
Secure and quality-focused software delivery processes backed by ISO 9001 and ISO 27001 certifications
Featured in Zinnov Zones’s AI/ML Engineering in BFSI, Software Cybersecurity, and other rankings
Recognized for our software development expertise by Everest Group, Forrester, Gartner, ISG, and Quadrant Knowledge Solutions
FAQs
The cost of developing software solutions for the financial industry varies greatly depending on the type of solution you want to build and the number and complexity of required features. On average, the project price starts from $70,000 for custom financial software, while implementation of a platform-based solution can start from $10,000.
To optimize the cost of your financial software development initiative, begin by thoroughly analyzing your business needs and determining the required feature set for the future financial technology solution to avoid implementing unnecessary functionality. You can also develop a minimum viable product (MVP) first to speed up the solution’s time to market and start getting value from it sooner. Moreover, make sure your finance software development team uses trusted development frameworks and ready-made components that streamline the implementation process and help cut costs.
We offer several engagement models so that each client can choose the most suitable way that we support them on their digital transformation journey:
- Full project outsourcing to handle the delivery of your financial software solution end-to-end
- A cross-functional dedicated team to scale your development capacity
- Staff augmentation to bridge talent gaps in your in-house team Whichever model you select, we provide highly qualified specialists with the required skillsets, experience, and cultural fit.
Our team equips your financial software solution with a robust set of security features, such as data encryption, multi-factor authentication, role-based access control, tiered user permissions, and activity logging. These mechanisms help protect sensitive data financial organizations and fintech companies handle and ensure only authorized users can access it.
Moreover, we apply secure development practices throughout the entire software delivery lifecycle, including architecture design, threat modeling, code reviews, and comprehensive security testing, to identify and mitigate potential app security risks.
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We take on the full scope of managed IT services, thus minimizing the management workload for our customers. Let's talk.
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More about financial software services
Services & solutions
- Artificial intelligence
- Banking CRM
- Banking software development
- Business intelligence
- CRM software for financial services
- Financial data analytics
- Financial reporting software
- Fintech software development
- Mobile banking app development
- Predictive analytics
- RPA
- Stock trading software
- Wealth management software