School ERP, travel portals & custom software, built in Chennai for clients worldwide

Industries

Investment management software development

Tech tools that enhance trading operations, asset tracking, analytics and reporting for investment managers, including alternative investments.

Solutions

Boosting investment management

Portfolio management software

Advanced analytics that take portfolio management to the next level.

Trading platforms

Trading solutions built around your challenges and needs.

Robo-advisors

Automated, algorithm-driven planning and wealth management.

Brokerage solutions

Precise risk evaluation and market analysis for brokers.

Investment accounting

Payouts, record-keeping, billing and reporting.

Client lifecycle management

Every step of the client lifecycle, including KYC and AML.

Alternative investment management

Software for firms working with alternative assets.

CRM systems

Customer data management with AI call analytics.

Alternative investments

Unlock the opportunities of alternative investment

Platforms built specifically for alternative investment operations let you unlock everything this sector offers. Despite market volatility, a new portfolio can add diversification and income.

Whether you want a full SaaS platform for investors or a solution to grow profits, our team helps improve access to small business finance and supports retail investors and financial advisers.

Investment SaaS platform

Everything your platform needs

Admin back office

Configure settings, manage users, track analytics and run admin tasks.

Investor portal

Performance reports, updates and statements that help you raise funds and scale.

Partner portal

Let intermediaries manage their part of the process.

Mobile app

On-the-go access to the platform for investors.

Marketing platform

Promote the platform and reach your target audience.

Analytics & reporting

Evaluate performance, trends and economic cycles.

Integrations

APIs, webhooks and connectors to third-party tools.

Collaboration tools

Communication between investors and partners.

Billing & subscriptions

Subscriptions, billing and payment processing.

Features

Software features to address your needs

  • Investment performance
  • Payment integrations
  • Asset management
  • Investment research
  • Trade order management
  • Reporting & analytics
  • Client onboarding
  • Risk management
  • Due diligence
  • Document management

Need a consultation? Talk to us

Tell us about your idea, product or problem. A Toxum expert will get back to you within one business day.