A custom wealth management platform for asset managers, family offices and private banking, from client onboarding and portfolio management to performance reporting and compliance. We build where Bloomberg AIM, Avaloq and Aladdin don't fit or aren't affordable.
Wealth management brings dozens of workflows together in one system: KYC and suitability assessments at onboarding, portfolio construction and rebalancing, order routing to custodians, performance attribution, tax reporting and MiFID II reporting. All of it has to be correct, because any error directly affects client assets or compliance.
We build platforms for wealth managers, family offices, fund managers, independent financial planners, pension administrators and digital wealth platforms (robo-advisors). Not a black-box package that only half fits, but an environment that fits your investment process, mandate structure and regulatory context. For enterprise asset managers, we don't replace Bloomberg AIM or Aladdin; we build the specific components the package doesn't cover, such as a custom client portal, a tax engine for the Dutch market, or a consolidation layer across multiple custodians.
The market beneath us, including Van Lanschot Kempen, Insinger Gilissen and ABN AMRO MeesPierson, relies heavily on private banking packages. The market above us, such as Robeco and BlackRock, builds in-house. In between sits a group for whom off-the-shelf doesn't work and building internally is too expensive: mid-market asset managers, single- and multi-family offices, alternatives fund managers, and robo-advisors who want to keep control of the client experience. That's our sweet spot.
Depending on the type of wealth manager and the scope of your investment services. We advise on which variant suits you in the first conversation. The value often lies in the combination of a client portal, an adviser cockpit and a sound compliance overlay.
A secure environment where your clients can follow their portfolio, monitor investment goals, download quarterly reports and communicate with their adviser. Real-time portfolio value, performance per mandate, a document vault for annual statements and suitability forms. Mobile-first, branded to your corporate identity.
A full PMS for asset managers with 5 to 50 staff, where Avaloq or Charles River is too heavy or too broad. Portfolio construction, rebalancing engine, order management with FIX integration to your custodian, performance attribution (TWR/IRR) and quarterly reporting. Includes an adviser cockpit with a 360° client view.
For family offices, trust companies and private banking units with a distinctive administrative structure. Multi-currency, multi-asset (equities, bonds, ETFs, hedge funds, real estate, private equity, sometimes crypto), consolidation across multiple entities, and a tax engine that prepares for wealth tax and foreign tax reporting.
A production-ready wealth management platform with the building blocks you need to stay compliant, scalable and client-focused.
Just as important, you get ownership. The codebase, the architecture, the decisions — everything stays with you. No lock-in to a proprietary stack you can't escape from in three years.
For true enterprise asset managers, at the level of Robeco or BlackRock, we don't replace Aladdin or Bloomberg AIM. In the patterns below, however, clients deliberately choose custom software.
Avaloq, Charles River or Bloomberg AIM is too broad, too expensive or too heavy for your 5 to 50 staff. You need 60% of the functionality, not 100% — and exactly your workflow.
A single- or multi-family office with multiple entities, generations of beneficiaries and cross-border tax obligations. Standard packages force you into their data model; custom software follows yours.
Your enterprise PMS runs perfectly internally, but the client portal is an afterthought. We build the client layer (real-time portfolio, communication, document vault) on top of your existing stack.
You're launching a digital investment proposition and want your own brand, client journey and onboarding — not the derivative UX of a SaaS vendor.
PMS, reconciliation, reporting, onboarding, tax, custody and CRM live in separate silos. We build the overarching workflow and data layer so that one source holds the truth.
Pension providers and foundations with their own investment policy, BIO requirements or fiduciary mandate structures that no mainstream PMS covers well.
A platform is always a combination of the blocks below. Which ones you need depends on your licence, your mandate structure and how far you rely on existing packages. We build them standalone, integrated, or as an addition to your existing PMS.
Digital client onboarding with identification (iDIN, eIDAS, or a specialist KYC provider), Wwft checks, MiFID II suitability and appropriateness assessments, risk profile determination and recording of investment objectives. Full audit trail for every step.
Portfolio construction per mandate template, automatic or adviser-initiated rebalancing on drift or time triggers, model portfolios with deviation tracking, and mandate-level cash management for inflows and outflows.
Aggregation of orders across mandates, pre-trade compliance checks (concentration limits, AFM restrictions), routing to custodians or brokers via the FIX protocol, and post-trade allocation and confirmation. Ready to connect with Saxo, ABN, Pictet or international custodians.
Time-weighted and money-weighted returns per mandate and per asset class, benchmark comparison (MSCI, FTSE, blended benchmarks), attribution analysis (allocation versus selection effect), and risk-adjusted metrics such as the Sharpe ratio or information ratio.
Value-at-Risk at portfolio and client level, sensitivity analyses, stress tests against historical or hypothetical scenarios (rate shock, credit spread widening, equity crash), and concentration monitoring against mandate limits.
PDF reports per quarter or year, ad hoc reports, a MiFID II 10% drop notice engine, EMIR transaction reporting, and regulatory output to the AFM and DNB. For the heavier reporting stack, see our regulatory reporting service.
Real-time portfolio overview, investment goals, a document vault with annual statements and suitability reports, communication with your adviser, and e-signing of mandate changes. Mobile-first, branded in your own corporate identity.
For your advisers: all relevant client information on one screen, including portfolio, goals, suitability status, open actions, communication history and composition tools. Plus shortcuts to the most requested actions (amend a mandate, trigger a rebalance, run a report).
Preparation of tax figures per client: Dutch wealth tax (Box 3), income tax return data, dividend tax overviews and, for family offices, cross-border reporting (CRS, FATCA). Annual statements in a standard format for your client.
Continuous compliance checks: Wft licence boundaries, MiFID II appropriateness, IDD for the insurance component, EMIR reporting, GDPR logging on client data, and the DORA register for your ICT providers. Includes AML integration with your KYC/AML tool.
Equities, bonds, ETFs and funds via standard data feeds. Hedge funds and private equity via NAV feeds or administrator uploads. Real estate via valuation uploads. Crypto via specialised custodians for the parties that offer it. Multi-currency with end-of-day rates or intraday pricing for actively traded mandates.
Refinitiv and FactSet for market data, Bloomberg feeds where needed, custody feeds via SFTP or API, integrations with your CRM (Salesforce, HubSpot, or a sector-specific system) and accounting package. A single reconciliation layer so differences between internal bookkeeping and custody data are immediately visible.
With OneDayBuild, we turn your idea into something tangible in one day for €1,150, so you can see whether further development is worth the investment. Decide to go ahead with the full build? Then we credit the full cost.
Explore OneDayBuild →An honest map, as clients expect to hear this. Bloomberg AIM, BlackRock Aladdin, MSCI BarraOne and Charles River dominate the enterprise asset management market. SS&C Advent and FA Solutions are strong in the mid-tier asset management segment. Avaloq and Temenos Wealth are private banking platforms. Refinitiv (Symphony) and FactSet supply data and analytics. InvestSuite, additiv and FinX are white-label robo-advisory platforms.
For an enterprise asset manager with tens of billions under management, building something to replace Aladdin is almost always a poor business case. But for the tier below, the cost-to-functionality ratio of those packages is often poor: you pay for half the functionality you don't use, while the one process you specifically need is not properly covered.
Our place: custom software where the package doesn't fit, and custom software as a complement where the package does fit but falls short, for example a custom client portal on an Aladdin stack, or a Dutch tax engine on an Avaloq installation. The common thread: you get ownership of the code, no lock-in, and the choice to continue development yourself in future or bring in another party.
A conversation in which we understand your investment process, mandate structure, custody relationships and compliance context. We also explain what we would not build for you (and where Avaloq, Aladdin or FA Solutions is the better choice).
A workshop with your portfolio managers, advisers and compliance officer, plus interviews with a handful of clients. At the end: data model, integration overview, scope per release and an initial screen flow.
A working build every two weeks. We typically start with the client portal and portfolio data, then move on to order management, reporting and the compliance layer. Your team tests along the way, and a few clients join a closed pilot.
In the final sprint: an external penetration test, a DPIA report and the DORA onboarding of your ICT suppliers into the register. After that, a phased rollout by client segment or mandate type.
We handle regulatory changes (MiFID II updates, EMIR, tax changes) and client feedback in an ongoing sprint cadence. You retain control over priorities.
What clients usually want to know before we start.
A half-hour introductory meeting, with no obligation. We listen to your investment process, mandate structure and regulatory context, and we are honest about when custom software is or isn't the right route. For broader financial questions, see also our financial sector software and wider enterprise software.
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