ERP Development built for Wealth Management companies
What is ERP Development?
We build ERP systems shaped around your actual operations, not a vendor's generic template. For Wealth Management companies, this means navigating SEC regulations (US), MiFID II (EU) while shipping fast.
Who needs ERP Development for Wealth Management?
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Generic ERP forcing inefficient workarounds
- Modules that don't talk to each other
Best ERP Development company
Wealth platforms must turn complex portfolio data into something both advisors and clients trust.
Our engineers have shipped ERP Development for dozens of Wealth Management companies, including teams across .
Get a ERP Development proposal tailored to your Wealth Management goals
Book a free 30-minute discovery callSigns your Wealth Management company in needs better ERP Development support
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Regulatory compliance across investment products
- Security expectations for high-net-worth client data
A ERP Development approach built specifically for Wealth Management
Custom ERP module architecture
Inventory, finance and HR module integration
Reporting and analytics dashboard
Legacy ERP data migration
Role-based workflow automation
Core Technology Stack
Java.NETPostgreSQLReactNode.jsOdoo
Timeline, investment & compliance
Typical timeline
16-28 weeks
Typical investment
$50,000 - $300,000
ERP Development engagements in this combination typically need to account for:
- SEC regulations (US)
- MiFID II (EU)
- GDPR
- FINRA compliance
Proven Results
"We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation."
Read the full case studyReady to talk ERP Development for your Wealth Management business in ?
Get a free project cost estimateFrequently Asked Questions
Most ERP Development engagements take 16-28 weeks, depending on scope and how clear the requirements are upfront. We'll give you a firm timeline estimate after a short discovery call, not a generic range.
ERP Development projects with us typically range from $50,000 - $300,000, scaled to the complexity of your requirements. We provide a detailed, itemized estimate before any work begins so there are no surprises mid-project.
For erp development, we typically work with Java, .NET, PostgreSQL, React, chosen based on your specific scalability and integration requirements. We're not tied to a single stack and will recommend the right tools for your situation rather than our default.
A typical erp development engagement includes custom erp module architecture, along with the other deliverables outlined in our proposal, such as documentation and a post-launch support window. The exact scope is tailored to your project during discovery.
Most clients come to us for erp development because of generic erp forcing inefficient workarounds, among other related challenges. We start every engagement by mapping your specific pain points before writing a single line of code.
We've delivered multiple wealth management projects addressing challenges like fragmented portfolio data across custodians. We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation.
For wealth management clients, we pay close attention to SEC regulations (US), MiFID II (EU), building these requirements into the architecture from day one rather than retrofitting them later. We'll confirm which specific regulations apply to your business during discovery.
The most common challenges we solve for wealth management clients include fragmented portfolio data across custodians and client reporting requiring manual aggregation. We tailor our discovery process to surface the specific version of these problems your business faces.