Web solutions
for investment firms
We help investment firms enhance client engagement, streamline portfolio management, and ensure compliance with secure, tailor-made web solutions
Based on last 100+ reviews
How IT solutions can improve investment businesses:
In today's financial landscape, managing intricate portfolios and stringent regulations is vital for effective operations and growth.
B2B systems for investment firms:
Managing investment operations manually or across disconnected tools leads to inefficiencies and increased risk.
Issues like data security, compliance reporting, and client management are prevalent.
These problems can be solved using dedicated B2B systems tailored for investment firms.
Secure client portal
A platform that allows clients to access their investment details securely, submit requests, and communicate with their advisors.
- Real-time portfolio access
- Secure document sharing
- Direct advisor communication
- Customized client dashboards
Portfolio management system
A comprehensive system for tracking and analyzing investment portfolios, designed for asset managers and advisors.
- Real-time performance tracking
- Risk assessment tools
- Portfolio rebalancing alerts
- Custom reporting
Compliance reporting tool
An automated system to ensure all transactions comply with current regulations and generate required reports quickly.
- Automated compliance checks
- Instant regulatory report generation
- Data encryption for all transactions
- Audit trail for all activities
Example image from themeforest.net, "Investex", designed by AncoraThemes
Web platforms for investment firms
Investment firms often struggle with outdated and static websites that don't cater to clients' evolving needs.
Lack of personalized client portals and inefficient access to investment data are common issues.
These problems can be solved through the development of custom websites and digital tools tailored for the financial services industry.
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Custom investment portals
A secure online environment where clients can access personalized investment information, submit requests, and engage directly with advisors.
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Interactive product catalog
A dynamic digital catalog showcasing all available investment products and services with detailed information and real-time updates.
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B2B marketplace
An online platform that connects investors, asset managers, and brokers to facilitate transactions and collaborations efficiently.
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Online quoting tool
A tool enabling users to configure investment options and receive instant quotes, enhancing decision-making and client engagement.
Digital transformation of investment firms:
Investment firms often rely on outdated methods like spreadsheets and disconnected systems, resulting in inefficiencies and poor visibility.
These challenges can be addressed with advanced digital solutions tailored to the financial sector.
Spreadsheets for portfolios
Investment portfolios managed through cumbersome and error-prone spreadsheets.
Portfolio management systems
Centralized platforms streamline portfolio management, providing real-time updates and accuracy.
Email communication
Client interactions and updates handled through inefficient email chains.
Secure client portals
Facilitate seamless communication and provide clients with personalized, secure access to their data.
Paper-based compliance
Regulatory reporting handled manually, increasing the risk of errors and delays.
Automated compliance reporting
Automates compliance processes, ensuring timely and accurate regulatory submissions.
Manual data entry
Customer and transaction data entered manually, leading to errors and inconsistencies.
Integrated CRM systems
Automatically syncs client information and investment data for accurate and up-to-date records.
Decentralized records
Information spread across multiple sources causing chaos and inefficiencies.
Centralized data management
Unifies data into a single platform, providing visibility and control over all financial information.
Static product lists
Investment products and services presented in outdated and static formats.
Interactive product catalogs
Engage clients with dynamic, real-time investment product information.
How much do these solutions cost?
Each project is unique, and we tailor every solution to your specific business goals. Below are estimated price tiers to help you understand what to expect at different levels of complexity.
B2B systems
We develop robust internal systems that enhance operational efficiency and secure data management for financial services.
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Services
- crm systems
- b2b customer portal
- erp systems
- order management systems
- product management systems
- workflow automation
- vendor management systems
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Extended warranty
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About 650 zł - 2100 zł / month – Includes VPS hosting, priority support, and recovery of fatal and logical errors (e.g., broken flows, miscalculations, system crashes).
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Web development
Create user-centric platforms that improve customer engagement and showcase the firm's offerings effectively.
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Services
- websites
- ecommerce websites
- public catalogues
- online calculators
- online configurators
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Extended warranty
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About 200 zł - 1100 zł / month – Includes VPS hosting, priority support, and recovery of fatal, logical, and core system errors, as well as fixes for form behavior and layout issues.
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AI implementation
Leverage AI technologies to automate processes, improve accuracy, and enhance service offerings.
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Services
- gpt-powered chatbots
- ask your crm
- ai documents
- ai-driven sales
- ai-powered vision
- ai voice
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Extended warranty
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About 650 zł - 1500 zł / month – Full coverage including VPS hosting, priority support, all types of fatal, logical, core, form, and layout issues, plus vendor/API replacement if external integrations become unstable or deprecated.
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How to automate investment operations?
From secure client portals and investment portfolio management systems to data encryption and compliance reporting, these solutions are tailored to solve real operational challenges for investment firms.
B2B systems
Centralized platforms to enhance operational efficiency, reduce manual errors, and ensure secure data handling.
Web development
Responsive web tools to enhance client engagement and showcase firm expertise effortlessly.
AI implementation
Intelligent tools to automate complex processes and provide deep insights into operational performance.
On-time development within the fixed price:
Before development begins, we make you a clear offer with final costs and delivery terms. In the next step, we create a detailed brief or technical task, outlining the structure and functionality. This is documented and locked in the BIYRO system.
You’ll get a fully functional website with a full control panel and no vendor lock. We guarantee delivery within the agreed time - or we return your money.
Quick launch
Prompt start of work without long waiting - within 4 days.
Price and terms
We fix the price and approve the terms at the first project stage.
Implementation
Product readiness according to the goals - in 4-12 weeks.
Escrow deal
We work through BIYRO with all the necessary documents.
Answers to common questions:
Still unsure about something? Here are answers to the most frequently asked questions about our process, pricing, and platform.
Working with us
We use a quota system in the BIYRO project management platform. For each milestone, you're given a number of quotas - which can be used for free changes within the project. This allows flexibility without additional costs. You can request changes right after a milestone is completed.
We recommend working through the BIYRO project management system, which generates contracts and adds an extra layer of security. The project is divided into milestones with agreed payment and delivery terms. Payment steps can be 20%, 50%, or 100% of the total budget. Your funds are held in BIYRO and released only after your approval. If we miss deadlines or fail to deliver, you can request a refund directly.
That's not a problem. We'll prepare the technical assignment for you based on your project concept before we begin development.
During the guarantee period, we fix any bugs or issues caused by our development - free of charge. We also offer extended guarantee coverage as a paid monthly service. Pricing is agreed individually per project.
BIYRO is our project management platform for secure development deals. It automatically creates contracts, stores payments safely, and releases funds only after your confirmation. You'll receive an email invitation to the platform once your project is ready to begin.
We offer ongoing support packages tailored to your needs, including maintenance, updates, and feature enhancements. Our team ensures your portal remains up-to-date and continues to meet your business requirements.
Development questions
Absolutely, we focus on understanding your current workflows first. Our goal is to create a solution that integrates seamlessly and enhances your operations.
Yes, we design our systems to be scalable and modular. This allows for easier updates and expansions over time.
Integration is a key part of our development process. We ensure compatibility with your current tools and platforms.
We prioritize data security and implement robust encryption methods. Regular security audits and updates are part of our protocol.
The admin panel can be tailored to suit your specific needs. We ensure it is user-friendly for straightforward management and adjustments.
Our systems are designed with expansion in mind. Adding new regions or languages can be done with minimal disruption.
Yes, our team offers guidance based on industry best practices. We work with you to organize data for optimal performance and clarity.
Customer testimonials:
Explore what our customers are saying about their experience working with us. Here are some of our latest reviews and testimonials.
Andrew, URB
Water well drilling
Latvia
Andrew from URB praised the collaboration and the final result, noting that all project stages were completed with attention to detail and responsiveness. The website was designed to accommodate multilingual needs and improve customer interaction.
Custom requests such as calculator logic, localized content, and graphic illustration were handled smoothly. The handover included a full test, admin panel training, and server deployment.
Final feedback was positive - all forms function correctly, the structure is clear, and the site meets business goals.
Aleksandr, Switch Electric OÜ
Electrotechnical industry
Estonia
Throughout the project, Aleksandr and the Switch Electric team remained highly collaborative, providing detailed feedback and participating in each planning and development phase. The client highlighted the importance of flexible data integration and multilingual UI.
The result is a stable, scalable B2B platform tailored to the needs of industrial and construction-focused buyers. 2410's proactive updates, interface clarity, and customizability were praised and confirmed the value of continued partnership.
Maksims, LV Systems SIA
E-commerce / web development
Latvia
Thanks for the updates, now the site feels clear and recognizable. The structure has become much more intuitive, and the backend is manageable.
We’ve successfully prepared the Excel files and can now proceed with product group imports. We appreciate the flexibility with the project stages and training provided.
Overall, we’re very satisfied with the cooperation and outcome.
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